What is Planned Giving?
Planned gifts include gifts created through your will, living trust, retirement plan or life insurance policy. Most planned gifts are deferred and, unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your passing. Often a planned gift is the largest single gift donors will ever make. All planned gifts allow you to create a more meaningful philanthropic legacy. Details for Planned Giving Options are provided here.
A common misconception is that planned giving is only for the “wealthy.” The reality is, even people of modest means can make a significant difference through planned giving if there are assets remaining in their estate, such as a home or a life insurance policy, at the time of death.
We invite you to consider including a gift to Conejo Valley Unitarian Universalist Fellowship as part of your will or estate planning. These gifts will help support the long-term financial stability of the congregation and ensure the preservation of our values for the “times we shall never see.”
If you have already included CVUUF in your estate plans, please let Susan Dixon know so you can be recognized as a Legacy Circle member and possibly qualify your gift to CVUUF for a match under the Unitarian Universalist Association’s Legacy Challenge.
There are many ways to make planned gifts, and you can find help in evaluating alternatives from your attorney, accountant, insurance agent, estate planner or banker. Our Unitarian Universalist Association also offers detailed planned giving resources.