Legacy Giving

 
UUSS-Sculpture

Pass on Your Values

by leaving a legacy gift to the UU Society of Sacramento

Pass it on…

If UUSS is like a family to you, consider including it in your will. A planned gift to UUSS is a meaningful way to ensure a bright future for UUSS.  Current members and friends of UUSS have benefited from the generosity, values, and traditions that were left to us from past generations of Sacramento UUs.  The most recent building renovations could not have been completed without the generous bequests left by members who have passed on. You have the opportunity to leave a lasting and important legacy for future generations of Sacramento UUs and the community at large.

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Ways of Giving

Bequests allow you to give a specific dollar amount, a percentage of your total estate, or a residual portion of your estate.

You can name UUSS as the beneficiary of specific assets such as these:

IRAs, or other retirement accounts

Life insurance policies

Bank accounts

Certificates of deposit (CD)

Gifts of stock

Gifts of real estate

Some Benefits of Giving Through Estate Planning:

Perpetuate your values for future generations

Retain control of your assets during your lifetime. You can modify your bequest if your circumstances change.

Reduce income and estate taxes.

How to Do It

When arranging an estate gift to UUSS, we advise you to contact your attorney or financial advisor.  The tax identification number for UUSS is: 94-1251132

If you have questions or would like additional information about leaving a legacy to UUSS, please contact Rev. Roger Jones or Rev. Lucy Bunch.

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