			W E L C O M I N G C O N G R E G A T I O N ♥
Home	Local Leaders	Groups & Causes	Building & Grounds	Religious Education	Downloads & Donations
Welcome! See our Vision and Mission
					Newcomer Resources

Planning Your Congregation's Future

Starting in 1983, The Unitarian Universalist Church of Fort Lauderdale, Florida, established a separate endowment corporation for the long-range growth of our community, to aid members in planning their giving, and to promote and demonstrate charity within Southeast Florida.

In 2005 we received $100,000 as a Donor Advised Gift. Here is that story.

Read about our 2009 grants program.

Your six Endowment Trustees on the Endowment Committee manage four separate Funds:

Memorial Garden Fund	Established in 1992 to maintain our Memorial Garden. Conceived by Sean Spivey, designed by Jon Kitner, and constructed by Lee Wandel, this Garden is now a place of meditation and remembrance.
Thelma Daniel / Annette Van Howe Social Justice Fund	Established in 1994 from the estate of the late Thelma Daniel. Thelma marched with the suffragettes, was a long-time social activist, was married to our late Minister Emeritus, the Rev. Jack Daniel, and was a constant force with our congregation and community. Annette was a social activist and active with our congregation for decades. She used careful estate planning to leave a legacy that continues to do her good works now that she is gone. Gifts to the Social Justice Fund go towards causes for which Thelma and Annette would have crusaded.
Donor Advised Funds	Made up of special gifts from members and friends for needs in harmony with the Purposes and Principles of our Unitarian Universalist Association. Lump sum gifts, possibly of highly appreciated securities, can be distributed over the following several years.
General Endowment Fund	Established in 1983. The income from this growing pool of money is currently distributed among worthy causes within South Florida. In 2007, we gave away $6,000+ to multiple organizations.

Our Endowment assets are in the range of $200,000 and we divide our investments between mainstream and socially responsible instruments:

The Vanguard Wellesley Fund	VWINX
Sentinel Government Securities Fund	SEGSX
Sentinel Sustainable Core Opportunities	MYPVX
The Dreyfus Third Century Fund - Class Z	DRTHX
The PaxWorld Women's Equity Fund	PXWEX
The Ariel Fund	ARGFX
The Ariel Appreciation Fund	CAAPX
The Domini Social Equity Index Fund	DSEFX
The UU Common Endowment Fund (UUCEF)

Need a stock quote? Evaluate your investments at MorningStar.Com. Your Endowment Trustees stand ready to assist you in your planning of long term giving to further the ministry of Unitarian Universalism in Broward County, Florida. Your Endowment is a 501(c)(3) corporation and separate from the Church annual programs.

We refer all inquiries about deferred giving to Larry Stritof, Legacy Gifts Coordinator at the UUA in Boston. He has many resources at his disposal including the UUA's Pooled Income Fund. On the local scene, we work with Allen Giese of Northstar Financial Planners for the tax-wise receipt of gifts of securities.
Have you read Estate Planning for Dummies?

Leave a legacy

Giving instruments can be quite complex. The Complete Book of Trusts and online resources can give you some education, but avoid drafting these tools without professional help.

Another way of giving to charity is to name us as a secondary beneficiary to your IRA, banking, or brokerage accounts after your family members.

Consider 10 Top Things you can do today.

Some Resources:

A most popular form of gift is in a Will. E-mail and we will send you our free booklet, "Why Your Will Is So Important." The exact wording to give to our Broward County UU Communities would be:

"I give and bequeath to the Unitarian Universalist Church of Fort Lauderdale Florida, a Florida not-for-profit corporation, the sum of $____________________."
"I give and bequeath to the River of Grass Unitarian Universalist Congregation, a Florida not-for-profit corporation, the sum of $____________________."
"I give and bequeath to the Unitarian Fellowship of South Florida, Inc., a Florida not-for-profit corporation, the sum of $____________________."
"I give and bequeath to the Unitarian Universalist Church of Fort Lauderdale Endowment Fund, a Florida not-for-profit corporation, the sum of $____________________."

A more immediate tax advantage can be obtained by giving through the Pooled Income Fund or a Charitable Gift Annuity through the Unitarian Universalist Association.

Recall that an I.R.A. allows you to name beneficiaries. After children and family, you can name a secondary beneficiary like our UU Community. You can also give an I.R.A to a charity.

To comply with I.R.S. Public Disclosure Requirements, we post online our most recent Form 990.

Whether your special interest is Social Outreach, Building Expansion, Music, Memorials, Celebrations, the Pastor's Fund, or General Endowment, we can share ways through planned giving by researching ways you can assure your Congregation's future through giving.

Take a look at the UUA's Online Planned Giving Resources

Last Updated: 21-Sep-2010

Unitarian Universalist Church of Ft. Lauderdale 3970 NW 21st Ave Oakland Park, FL 33309 Map & Directions
Phone: 954-484-6734 Fax: 954-484-6778 E-Mail: Site Map See us on

and

.
Facility Rental: Weddings, holy unions, memorials, other events. Reasonable rates. E-mail or call 954-484-6734.
© Copyright 2011 Unitarian Universalist Church of Fort Lauderdale. All rights reserved.