Unity Church's Heritage Society is the group of church members and friends who have made a planned gift to the church. They have chosen to make a commitment that benefits our church community for future generations.

Planned giving is an intentional act that leaves a lasting legacy in your name and sustains the powerful work of this church for generations to come.

A planned gift is a designation from your estate to a charitable organization. Your “estate” is the sum of your assets, including property you own, insurance policies, retirement accounts, cash on hand, etc.

There are many gift possibilities. These gifts allow flexibility, though some requirements apply, and you always retain the right to amend your estate:

• A charitable bequest in your last will and testament can be a specific amount or a percentage of what remains after providing for your heirs.
• A life insurance designation names Unity Church as owner or beneficiary of the policy.
• Retirement plan assets name the church as a beneficiary of an IRA, 401(k), 403(b), profit sharing or other retirement plan.
• Other types of planned gifts include gift annuities, life-estate agreements and charitable remainder trusts.
  
  
By making a planned gift to Unity Church, you would be joining almost 200 others who have committed to supporting our programs and outreach into the future.

If you have already made a planned gift to Unity Church (but haven’t told us!), if you are in the process of making a planned gift, or if you would like more information about planned giving, contact Barbara Hubbard by email at barbarah@unityunitarian.org or by phone at 651-228-1456 x116.