Planned Giving Team formed - Archived

Many of you may be aware how critical end-of-life gifts have been to the financial health of this church. In order to encourage and facilitate such gifts in the future the Board has directed the formation of a Planned Giving Team.

This is an especially advantageous time to consider such a new gift, since the UUA has set up a Collaborative Campaign Legacy Challenge matching program, called “Wake Now Our Vision,” that will return 10% of every promised gift (up to $10,000) immediately as cash to the church from which it comes. The Unitarian Church at Shelter Rock has generously donated 50 million dollars in matching funds to this effort to end in July of the year 2020.  

You will be hearing more about all of this from the Planned Giving Team, whose current members are David Davis, Nan Kleiber, and Nancy Young.  Meanwhile please consider how you might participate by promising an end-of-life gift to this church.