Ways To Give

Legacy and Planned Giving

We invite you to create a legacy of giving to help sustain ERUUF’s vision into the future. Also known as planned giving, legacy giving typically designates assets in your estate and comes to fruition upon your passing. At its simplest, you create a legacy when you include ERUUF in your will. Legacy gifts may also come from insurance or retirement accounts or charitable trusts.  Members of the Planned Giving Team are available to answer questions and assist with establishing a legacy gift. 

We know that  Eruufians express their commitments to ERUUF in many ways - by pledging annually, by donations for special projects, as well as through countless volunteer hours.  That commitment includes recognizing and wanting to support the needs of this vibrant community long into the future. This is what legacy gifts are all about, creating a sustainable future for this beloved community and its good work.

Alice Alexander chairs the Planned Giving Team, which includes  Holly McKinney, Beth Harvat and Jean O’Barr and is available, in conjunction with the ministers, to help families and individuals plan for a legacy gift. Anyone can make a gift that builds greater sustainability of ERUUF’s mission well into the future. Let’s have a conversation! Talk with one of us, or email

Whether you have already established a legacy gift or make provisions for one in the future, please complete an Intent Form and submit it to the ERUUF office, so we can honor your wishes.

Determining your legacy: what is your vision for ERUUF's future?

What motivates your support of ERUUF? Are you concerned that we remain a beacon of liberal religion for future generations, sustaining a vibrant community that nurtures our spirits and puts our faith into action?  Do you want to strengthen our pathways for spreading justice and creating a culture where racial equity is the norm? Do you want to ensure that ERUUF continues to grow and mature, and strengthen our capacity to respond to changing circumstances? A planned gift allows you to be thoughtful about your commitment to ERUUF, and create a legacy of support in a way that you choose.

Directing your legacy: how is your vision best realized?

When designating a planned (legacy) gift for ERUUF’S benefit, you can decide if your gift goes (1) directly to ERUUF, or (2) to the Eno River Fellowship Foundation. If you choose the Foundation, you can further direct your gift be invested in one of several funds.

1. Eno River Unitarian Universalist Fellowship

Your gift will go directly to ERUUF to be used in its entirety at the discretion of the Coordinating Team, becoming part of the annual operating budget or added to a reserve fund or funds.

2. Eno River Fellowship Foundation

Your gift will be invested and preserved alongside other gifts in the endowment managed by the Foundation and used to generate sustainable revenue for the long-term benefit of ERUUF.  If you choose, you may direct your gift to one or more of the following endowment funds. Find detailed descriptions of the various Foundation funds here.

              a. Initiatives and Enhancements Fund
              b. Mission and Vision Funds:
                    i. The General Fund
                   ii. The Learning and Growth Fund
                  iii. The Building Beloved Community Fund
                  iv. The Beyond Our Walls Fund

Structuring your legacy: how will you set up your plan?

There are multiple ways to arrange for a planned gift. The information presented here should not be considered legal advice; you are encouraged to consult with a legal or financial advisor. Visit Ways to Give for more details. Members of the Planned Giving Team would welcome assisting you; email .

Bequests in a will or living trust
By naming either ERUUF or the Foundation as a beneficiary in your will or living trust, you can make a charitable commitment while retaining full use of your assets during your lifetime. Bequests of all sizes are encouraged and may be made for a specific dollar amount, a percentage of the total estate, or a residual portion of the estate.

Have you included ERUUF in your will or estate plan? Let us know by completing this Planned Giving Intent Form, or send us a letter, so we are aware of and can honor your intentions.

Other Types of Planned Gifts
* Beneficiary designation for a life insurance policy or a retirement account
* Lifetime Charitable Gift Annuity through the UUA
* Charitable Trust through the UUA
 
Living Gifts
Some people have the means and desire to give now. Members of the Planned Giving Team would be pleased to work with you to accept donations of cash or appreciated assets, such as stocks or real estate. You could consider a grant from a private/family foundation or Donor Advised Fund. These living gifts can be given directly to ERUUF, or invested in the Eno River Fellowship Foundation endowment.
 

Would you like to learn more about planned giving options that can benefit you, people important to you, and ERUUF? Email  or visit:

Thank you for wanting to ensure a solid future for ERUUF by considering a legacy gift!

 

Contact Person: Alice Alexander
Email:
Staff Partner: Daniel Trollinger, Director of Administration, Rev. Deborah Cayer, Lead Minister