As evidence of my desire to provide a future gift of support to First Universalist Church, I hereby inform First Universalist Church that I have made a provision for a gift to the church in my estate plan. I understand that this commitment is revocable and can be modified at any time.
If possible, please share with us the approximate value of your gift.
This is helpful information for our long-range planning efforts.
It is also helpful for us to have on file any supporting documentation that you may be able to share with us. Such documentation might include: a copy of the relevant pages of your will or a copy of your beneficiary designation form.
Please notify us if you makes changes or adjustments to your gift.
Please attach a copy if possible (PDF, JPG, PNG).
How Your Gift Will Serve Our Shared Vision
Below is an explanation of the terminology we use at First U. If you do not have a strong preference about the way your gift is used, First U appreciates you checking the option for us to use your gift "where the need is greatest." We are grateful for your trust and generosity.
The First Universalist Legacy Fund is intended to be maintained as an endowment fund subject to the terms of its Investment and Spending Policy. This policy may, under certain circumstances, allow access to principal. Gifts not designated for the Legacy Fund may be used for operating or designated purposes at the time of the gift or over time.
The Legacy Circle recognizes individuals who have included First Universalist in their estate plans. We are grateful to have you join the Legacy Circle!
Please let us know how we may recognize you as a member of the Legacy Circle. (We recognize Legacy Circle members by name only. We do not disclose the amount or nature of your gift.)
