The WBUUC Endowment Committee is delighted to announce our participation in the Unitarian Universalist Association’s Legacy Challenge, titled “Wake Now Our Vision.” The UU Congregation at Shelter Rock has made a generous matching gift that applies to planned legacy giving. Through this program, WBUUC could receive matching funds now of up to $10,000 per donor for certain planned gift pledges made January 1, 2017 through June 30, 2020 (see Wake Now Our Vision Website). This includes existing gifts of any date, about which WBUUC has not been previously notified, as well as any planned gift intention disclosed to the church after January 1, 2017.
Planned gifts such as a bequest in your will, naming the WBUUC Endowment Fund as a beneficiary of your retirement plan or insurance policy, charitable trusts and annuities will all qualify for matching – mostly at 10% up to a match of $10,000. Even gifts of undisclosed value may qualify for a flat $1000 match.
We invite you to consider this opportunity to multiply and make current the impact of your planned gift by including WBUUC as part of your will or estate planning.
To qualify your existing or new planned gift for this challenge, simply fill out our Legacy Letter of Intent form and provide it to the church office. Then complete the Wake Now Our Vision letter of intent form, available at http://wakenowourvision.org. Make sure that you designate the WBUUC Endowment Fund as your beneficiary in both of these letters of intent.
We also have two frequently asked questions resources on the program, the WBUUC Wake Now Our Vision FAQ, and UUA Legacy Challenge FAQ. You may also contact any member of the Endowment Committee – Jack Ver Steegh, Gina Dugan, Janet Urbanowicz, Jonathan Lubin, or Paul Sevcik.