WBUUC Endowment Fund
This fund exists to ensure the long-term financial resilience of our church, enabling our members and friends to continue their loving support of WBUUC beyond their own lifetimes.
Separate from the operating reserve set aside in each year’s budget, the Endowment’s assets are invested for continued growth, in anticipation of future challenges and opportunities as WBUUC pursues its mission of spiritual development and service to the world for decades to come.
Donors may support the Endowment through gifts of cash, stock and other current assets, or by designating gifts from their estates. Whatever the form or amount of their gifts, donors become members of the church’s Legacy Circle.
When the Endowment Fund’s policies were established in 2014 it was decided that no disbursements would be made until the fund had reached the level of the Operating Budget, roughly $1 million. Thanks to gifts and investment growth over the years, it now stands at just over $800,000 – and we are poised to reach a critical milestone that will allow the Endowment to start supporting church programs through distributions, while keeping that $1 million core intact and growing.
Beginning in November 2024 and lasting through February 2025, there is a special opportunity to raise the fund to $1.25 million. That’s because a generous donor has agreed to match up to $250,000 in new gifts or commitments to the fund. Download the Stepping Into Our Future brochure
Giving in support of the Endowment Fund can take many forms, such as:
- A tax-deductible gift today of cash, stocks, annuities, stocks, cash or other current assets.
- A direct bequest to the fund in your will or trust documents.
- Designation of the fund as a beneficiary of life insurance policies or of retirement funds, such as an IRA, 401(k), 403(b) or profit-sharing plan.
It is important that all gifts designate the recipient as “White Bear Unitarian Universalist Endowment Fund.”
If you are in the process of making a planned gift, or would like more information about planned giving, please contact the Operations Director at (651) 204-8224.
If you have already decided to make a legacy gift to WBUUC, please let the church know by completing the Letter of Intent form — Download form here — and send it to Endowment Fund, c/o WBUUC 328 Maple Street, Mahtomedi, MN 55115, or via email to office@wbuuc.org
Many sincere thanks for your generosity on behalf of WBUUC’s future.
Content Revised October 2024