Eno River Unitarian Universalist Fellowship

 

 

How You Can Help the Foundation Grow
 

 

 

When you make a gift to the Foundation, that gift lasts forever. And when that gift reflects your words and deeds, you get great satisfaction knowing that you continue to make a positive difference in perpetuity.

The Eno River Fellowship Foundation is named as a beneficiary in the wills, trusts and insurance policies of several ERUUF members. Gifts of cash are made by individuals as memorials or tributes to a person; celebrations of important events; legacies in planned giving; and during special appeals.

Donations made to the Foundation are tax deductible as allowable by law. We urge you to consult with your own tax and legal advisors for a full discussion of the tax implications of gifts.

Although it is expected that the Foundation will receive monies upon the death of some members, it is impossible for us to calculate the amount of those contributions or the time at which they may occur.

Following are ways to make a gift to our Foundation. It is important to note that gifts or bequests to ERUUF are not transferable to the Foundation. Donations to the Foundation must be must be made directly to the Eno River Fellowship Foundation, which is a separate legal entity. This is for informational purposes only. Again, we encourage you to speak with your own advisors before making a gift.

  1. By Check Payable To:

ENO RIVER FELLOWSHIP FOUNDATION
4907 Garrett Road
Durham, NC 27707

  1. By Gift of Appreciated Securities:

If you have an account with Charles Schwab & Co., please write a letter of
instruction to Schwab asking that shares be transferred to the Foundation’s
account at Schwab. The account number is 7151-1306.

If your account is at any other brokerage firm, your letter of instruction to that
broker should contain the flowing information:

Deliver via DTC Clearing 0164, Code 40
Charles Schwab & Co. for account of Eno River Fellowship Foundation
(7151-1306).

When making gifts of securities, please notify the Foundation by sending a copy
of your letter of instruction to the Foundation’s treasurer, Glenn Borg.

  1. By Bequest:

Your will may contain a provision for the Foundation:
Eno River Fellowship Foundation (TIN 58-1854360)
4907 Garrett Road
Durham, NC 27707

  1. By Beneficiary Designation:

You may designate the Foundation as a full or partial beneficiary of a retirement plan
account such as an IRA, or an insurance policy, by naming the Foundation using the
above information.

There are other means of supporting the Foundation which you may wish to discuss with your advisors depending on your age, your financial and family circumstances and your long range giving plans.
 

(ERUUF Homepage)