CALLING FUTURE ANCESTORS: SHAPING OUR LEGACY TODAY Gen ener eral Assem embly, J June 2 e 2018 www.stewardshipforus.com www.wakenowourvision.org
OPENING READING Jean Nordhaus, Posthumous
AGENDA • Intros Mark Ewert, Rev. Laura Randall • What is Wealth? • Being Remembered in Your Congregation • Alfred Nobel • How we Live On in our Congregations • Resources & Questions • Closing
REV. LAURA RANDALL LEGACY CAMPAIGN DIRECTOR, WAKE NOW OUR VISION COLLABORATIVE CAMPAIGN
MARK EWERT CONSULTANT, STEWARDSHIP FOR US CAP, CHARTERED ADVISOR IN PHILANTHROPY PCC, PROFESSIONAL CERTIFIED COACH www.stewardshipforus.com
What is Wealth? What do you want to leave as a legacy?
What Do You Want to be Remembered For? In your Congregation?
Crafting Your Legacy Alfred Nobel
Where Might You “Live On”? In your Congregation?
How the UUA Can Help Resources • Material for Brochures & Flyers • Gift Acceptance Policies • Legacy Giving Guide for Congregations • www.uualegacy.org • Online Gift Calculator for CGAs • Stories of legacy giving • Information about giving vehicles • http://lists.uua.org/mailman/listinfo/uu-money • Email legacy@uua.org • Endowment Resources • Office of the Treasurer
How the UUA Can Help Call us to talk about : • How to approach a potential gift • Questions about gifts of more complicated assets • Talk with donors about the benefits and differences among various gift plans • Process, manage, and complete gifts: Umbrella Giving
How the UUA Can Help Umbrella Giving • Simplifies estate plans • Allows for anonymous giving • Access to charitable gift annuities, pooled income funds, trusts, stock gifts • This program is supported by donations, legacy gifts to the UUA, and Annual Program Fund contributions
Legacy Challenge A grant from the UU Congregation at Shelter Rock provides $4.5 million in matching funds for a 10% cash match for new legacy gift intentions for the benefit of the Wake Now Our Vision Collaborative Campaign partners and UU congregations.
Legacy Challenge - Goals • Educate – Resources, workshops, and webinars to explain the basics of legacy giving. • Connect – Lifting up all that connects our congregations and institutions to each other as well as our individual connections to the legacy of Unitarian Universalism. • Inspire – Legacy Challenge will provide a 10% matching gift for eligible new legacy gift commitments in 2019 or 2020.
How does it work? • Name WNOV Partner/UU congregation in your will or as a beneficiary of a retirement account, bank account, or Make a whole life insurance policy. Legacy Gift • Complete and sign the WNOV pledge form. • Send it in along with a copy of the relevant pages of your Send in will or a copy of your beneficiary designation form. pledge form • A 10% match on your future gift will be sent to the UU orgs and congregations you have designated starting in 2019. Gifts now • Your future gift will leave a transformative legacy for AND later Unitarian Universalism.
What Gifts May Qualify for the Legacy Challenge? • Gifts made through a will or trust • Gifts made through a retirement account or whole life insurance policy • Charitable Gift Annuities and other life income gifts can be eligible for a flat $1,000 match • Questions? Visit www.wakenowourvision.org for FAQs, or contact Laura Randall – lrandall@uua.org, (617) 948-6511
What is the time frame for the Legacy Challenge? • New legacy gift intentions made between January 1, 2017 and June 30, 2020 may qualify for the legacy match. Matching funds will be allocated based on the date on which pledge forms and supporting documentation are received. • For the purposes of the Legacy Challenge, legacy gifts will qualify as “new” if they are made between January 1, 2017 and June 30, 2020 OR if the receiving institution is unaware of this intention previous to January 1, 2017. • Questions? Visit www.wakenowourvision.org for FAQs, or contact Laura Randall – lrandall@uua.org, (617) 948-6511
What is Possible? • Raising $45 million (or more!) in planned gifts for our faith • Increased collaboration and engagement • New and revived legacy giving programs in our institutions • Matching gifts inspire new legacy commitments and provide for expanded missions right now. • Realized legacy gifts transforming our future
Questions & Contacts UUA Office of Legacy Gifts (888) 792-5885 legacy@uua.org Rev. Laura Randall Legacy Campaign Director lrandall@uua.org, (617) 948-6511 Mark Ewert Stewardship For Us , Consultant mewert@generositypath.com, (202) 722-8888
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