Endowment Program

 

THE PURPOSE

The purpose of the Unity Endowment Program is to enable, expand, and enrich the long term mission of the Unity congregation by providing support beyond normal operating budget and capital fund giving. The Endowment offers individuals and families the opportunity to “Create a Legacy Today for a Faithful Tomorrow,” thus extending their stewardship both for today and beyond our lifetimes.

 

Unity Presbyterian Church offers giving opportunities for:

  • Annual giving that supports current operations and programs.
  • Capital campaigns to fund church facility expansions.

The Unity Endowment Program is a distinctly different giving opportunity, focused on the future, to provide perpetual support of Christian ministries for today and future generations.

Through your support, you receive the assurance and personal satisfaction that your gift, regardless of size or form, will help assure that your Christian and Family values will continue to be reinforced for those who follow us as we have been blessed by those who came before.

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.

ADDITIONAL RESOURCES

Check out our Infographic
Look at our Brochure
Go over our Program Policies and Procedures 
Review our Investment Policy
Click for our Donor Gift Information Form
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 (Flowers for the Living)

WHAT NOW?

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

Q&As

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 principle 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?