Endowment Program

Find special documents here:
Application for Endowment Program Distribution
2018 Endowment Program Approved Distributions
2017 – 2018 Endowment Program Donors
Endowment Program 2018 Annual Report


The Purpose

The purpose of the Unity Endowment Program is to create a perpetual resource to be used exclusively to support Unity Presbyterian Church. The Program is established to offer members and friends of Unity Presbyterian Church the opportunity to leave a legacy of faith for future generations. It is intended to enhance the church's ministry and witness to the love of God in Jesus Christ. It is separate from the annual appeal for general worship offerings, specific-purpose offerings, and capital or building funds. The Program seeks to attract a full range of giving options including cash, securities, real estate, valuable tangibles, life insurance, life income plans (annuities, trusts pooled funds, ect). It is intended that distributions fro the Program be used to expand and enrich the mission and ministry of Unity, rather than become a stream of support for the operating fund.


Legacy Accounts

The Unity Endowment Program provides an opportunity for you to create and strengthen your Legacy in a manner suited to personal desires and interests. Below is a brief description of the current Accounts.

  • Missions/Benevolences - This Account will fund missions and benevolence activities above and beyond those funded in the annual budget.
  • Christian Education Ministry - This Account will assist with funding special projects and missions for children, youth, and adult programs.
  • Music Ministry - Programs, projects, and missions of Unity’s music ministry will be funded by this Account.
  • Capital/Building - Renovations and major improvements to the existing property and equipment that are normally treated as capital expenditures will be supported by this Account.
  • General Endowment – This Account will provide income to support opportunities for ministry beyond general operations of the church and where the need is greatest.

Most Popular Giving Options

  • Direct Contributions of Personal Property - including cash, stock, bonds and real estate.
    • Contact Pam Bright, Financial Manager, Unity Presbyterian Church
  • Bequests of Will or Trusts that can be in dollar($) amounts or percentages(%) of designated parts of your residuary estate.
    • Contact your attorney
  • Beneficiary Designations on Bank Accounts, IRA’s, Life Insurance reduce family income tax liability upon distribution. Can be expressed as a dollar ($) amount or percentage (%).
    • Contact the holder of the policy, account, or plan
  • Gift Annuities are a simple and effective way to donate funds and to receive an immediate tax deduction plus guaranteed, tax-favored income.
    • Contact financial adviser
  • Personal Trusts
    Charitable Lead Trusts provide Endowment with regular payments for stipulated years, then the trust assets are returned to the donor’s estate.
    Charitable Remainder Trusts - provide lifetime income for a fixed term to the donor or their family. When the term ends, the Endowment receives the remaining trust assets. 
    • Contact financial adviser
  • Donor Advised Funds - transfer cash or securities to an IRS approved donor fund. The donor retains flexibility to decide the amounts and timing of distributions from the fund to the Endowment or other charities.
    • Contact financial adviser

Note: Many of these giving opportunities can be accomplished without legal assistance.


 Q: What is the purpose of the Endowment Fund? 

 Q: Will the (Endowment) fund be audited? 

 Q: How will it (Endowment Fund) be managed? 

 Q:Where do the funds come from? 

 Q:What is our monetary goal for the Endowment Fund from? 

 Q: How are the funds invested and with who? 

 Q: Can the principal be used? 

 Q: How large will the fund be? 

 Q: Why have endowment funds? 

 Q: How do I contribute to the Endowment Fund? 

 Q: Can I specify where my money goes? 

 Q: When in one’s lifecycle is it most appropriate to commit to an endowment? 

 Q: How and when will program distribution be made? 

Additional Resources

Look at our Brochure
Check out our Infographic
Go over our Program Policies and Procedures 
Review our Investment Policy
Click for our Donor Gift Information Form
Apply for our Endowment Program Distribution
Read Steve's Testimonial
Read John's Testimonial
Read John and Carolyn's Testimonial
Read Bill and Liz's Testimonial
Read Stan and Carol's Testimonial
Read Jenny and Gary's Testimonial
Read Jim and Norma's Testimonial

What Now?

Are you ready to create a legacy or have more questions? Get in contact with our board members.

Remember Unity Endowment in your Estate Plan