With a planned gift to the Unitarian Universalist Fellowship of Boca Raton, Florida, you can combine your desire to help the church with your overall financial, tax, and estate planning goals. Your planned gift gives you a special connection with the church. You will help those touched by the congregation – for now and for years to come.
If you have questions, please contact Brent Winans, a member of our endowment committee. Brent can be reached at brentwinans@hotmail.com and 561-436-4546.
Following are examples of how to indicate a gift to The Unitarian Universalist Fellowship of Boca Raton, Florida:*
Sample Bequest of Remainder of Estate
"I give, devise, and bequeath to The Unitarian Universalist Fellowship of Boca Raton, Florida, Tax ID# [call office for details], all (or state fraction or percentage) of the rest, residue and remainder of my estate, both real or personal. The Unitarian Universalist Fellowship of Boca Raton, Florida may be contacted at its location at 2601 St. Andrews Boulevard, Boca Raton, FL 33434, telephone 561-482-2001. To the extent possible, gifts to charitable organizations should not contribute to estate or inheritance taxes, and shall be paid from income in respect of the decedent."
Sample Bequest of Specific Amount
"I give, devise, and bequeath to The Unitarian Universalist Fellowship of Boca Raton Florida, Tax ID# 59-6164241, the sum of $______ . The Unitarian Universalist Fellowship of Boca Raton, Florida may be contacted at its location at 2601 St. Andrews Boulevard, Boca Raton, FL 33434, telephone 561-482-2001. To the extent possible, gifts to charitable organizations should not contribute to estate or inheritance taxes, and shall be paid from income in respect of the decedent."
Specifying How the Gift is to be Used
Please also specify how the gift is to be used:
- For the endowment fund. (In addition, if the gift to the endowment fund is over $15,000, the donor may specify a specific purpose for which the annual gift from the endowment fund is to be used. If you have a question about the purpose you have in mind, please contact Brent Winans at brentwinans@hotmail.com or 561-436-4546.)
- For general purposes
- For payment of building indebtedness and new building projects
- For other specific named purpose
*These are merely suggestions as to content and should be written or adapted by legal counsel to fit the contributor's individual situation.
Planned Giving
With a planned gift to the Unitarian Universalist Fellowship of Boca Raton, Florida, you can combine your desire to help the church with your overall financial, tax, and estate planning goals. Your planned gift gives you a special connection with the church. You will help those touched by the congregation – for now and for years to come.
If you have questions, please contact Brent Winans, a member of our endowment committee. Brent can be reached at brentwinans@hotmail.com and 561-436-4546.
Following are examples of how to indicate a gift to The Unitarian Universalist Fellowship of Boca Raton, Florida:*
Sample Bequest of Remainder of Estate
"I give, devise, and bequeath to The Unitarian Universalist Fellowship of Boca Raton, Florida, Tax ID# [call office for details], all (or state fraction or percentage) of the rest, residue and remainder of my estate, both real or personal. The Unitarian Universalist Fellowship of Boca Raton, Florida may be contacted at its location at 2601 St. Andrews Boulevard, Boca Raton, FL 33434, telephone 561-482-2001. To the extent possible, gifts to charitable organizations should not contribute to estate or inheritance taxes, and shall be paid from income in respect of the decedent."
Sample Bequest of Specific Amount
"I give, devise, and bequeath to The Unitarian Universalist Fellowship of Boca Raton Florida, Tax ID# 59-6164241, the sum of $______ . The Unitarian Universalist Fellowship of Boca Raton, Florida may be contacted at its location at 2601 St. Andrews Boulevard, Boca Raton, FL 33434, telephone 561-482-2001. To the extent possible, gifts to charitable organizations should not contribute to estate or inheritance taxes, and shall be paid from income in respect of the decedent."
Specifying How the Gift is to be Used
Please also specify how the gift is to be used:
*These are merely suggestions as to content and should be written or adapted by legal counsel to fit the contributor's individual situation.