Nancy and David were dedicated volunteers at each of the three UU congregations they belonged to over the years. During this time, they had seen many individuals and congregations helped by the good work of UUA. They wanted to create a legacy to provide future resources to continue its mission.
David: The work of our organization was important to us. We regularly made cash gifts but wanted to do more. We received UUA's newsletter and noted that we could make a gift from our estate and join the legacy society. We saw a picture of smiling people just like us, and we wanted to be part of that group.
Nancy: We met with our lawyer to revise our wills, and we each included a provision for a bequest to charity. Our lawyer put language in the will that allows a percentage of our estate to go to our organization. This was easy to arrange and permits us to still use our assets during our lives if we need them.
David: We told UUA's Legacy Gifts Office about our decision and were excited when we were invited to a special event honoring us. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.
Is a bequest right for you?
We have resources that will help you learn more about bequests. Click here
to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.
You might find it helpful to print this page and the bequest language. Please feel free to give this information to your attorney. If they have any questions, please contact us
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization.