ENDOWMENT FUND

The Endowment Fund is a Foundation for Our Future. The objective of the Endowment Fund is to provide for long-term health and survival of the congregation. Its assets are held in a balanced, diversified portfolio of conservative investment accounts at Charles Schwab. Our goal is capital preservation and income. Current
trustees are Monica Frank (343-0191), Martin Sage (342-3174) and Ruth Nelson (689-4020).

Martin Sage 342-3174 - through 5/31/06
Monica Frank 343-0191 - through 5/31/07
Ruth Nelson 689-4020 - through 5/31/08

Planned Giving Committee

Monica Frank 343-0191
Pam Love 681-9066

Charge:
The Planned Giving Committee consists of three to five voting members appointed by the Board for staggered three-year terms. The Board shall appoint the chair, and the committee shall elect a secretary from its membership. The committee's duties shall be as follows:
·  Advertise and promote the Endowment Fund
·  Create a procedure for identifying prospective donors.
· Develop a plan for accepting donations and recognizing donors and their bequests.
·  Become knowledgeable about the various ways people may bestow gifts.
·  Organize workshops and seminars on estate planning and planned giving with outside consultants, as needed.
·  Organize workshops to inform church members about wills, deferred giving, and other endowment-related activities.
  Approved by the Board, April 14, 2005.

Board Policies on Giving

See also Finance Committee

Ten things you can do to leave a legacy to UUCE

1. Prepare a will. Only 50% of those who die have a will. Without a will, you can lose control over your belongings.
2. Leave a gift in your will to the Unitarian Universalist Church of Eugene, and the other not-for-profit and charitable organizations that have made a difference in your life. Less than six percent of American households have included not-for-profits in an estate plan.
3. Consider using assets for a gift to UUCE. Gifts of stocks, bonds, CDs, real estate, vehicles, art and jewelry may even provide a tax savings.
4. Leave a specific dollar amount or percentage of your assets in your estate to UUCE.
5. Name UUCE as beneficiary of an existing life insurance policy.
6. Name UUCE as the beneficiary of your pension plan or IRA.
7. Remember a loved one with a memorial bequest to UUCE.
8. Encourage members and friends of UUCE to leave gifts to UUCE in their wills.
9. Purchase a new life insurance policy naming UUCE as beneficiary
10. Ask you finiancial advisor to include a charitable gift to UUCE as a part of your financial planning.