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Foundation

The Foundation is a trust fund which was established in 1982, and operates as an agent of the Fellowship. Its purpose is to receive money, invest, and make grants to strengthen liberal religious causes, in accordance with the stated mission of the Fellowship.



Supporting and Giving to UUFG

There are many ways to support UUFG.  Your presence, your time and talent, and your annual giving all contribute to make UUFG a vibrant congregation.

There is another way to support UUFG and that is through the UUF Foundation. The Foundation invests, with professional management, for long term gain.  The interest earned on funds and investments provide money for funding grant applications which improve our life here at UUFG.  Consider a year end donation to the Foundation.

Another way to give and to provide benefits to you is through a charitable gift annuity.  You receive interest earned (4.7% for a $10,000 gift for a person 65 yrs. old) and name the beneficiary of the gift.  For more information on this type of gift go this UUA webpge.

More information on planned giving is available HERE.

 
About the Foundation and its Management

The Foundation is a trust fund which was established in 1982, and operates as an agent of the Fellowship. Its purpose is to receive money, invest, and make grants to strengthen liberal religious causes, in accordance with the stated mission of the Fellowship.

How is the UUF Foundation funded?

The Foundation accepts gifts or bequests from members of the congregation or others who wish to make a memorial or honorary gift.

Who controls the Fund?

Five directors who are appointed by the UUFG Governing Board, direct the activities of the Foundation. They may serve for two three year rotating terms. All serve without pay or other remuneration.

How are funds managed?

Foundation monies are actively invested in a way to maximize capital growth while safeguarding the principle. All directors must agree on investment decisions. Resources of the Foundation are not spent for current operating expenses of the Fellowship, nor are they to be used in for-profit ventures which might jeopardize the status of the Foundation as a charitable trust.

How does the UUF Foundation make grants?

Applications for grants are available twice a year in the spring and fall. Grant application forms are signed by the Program Council chair before they are submitted to the Foundation. This ensures that they are consistent with our UUFG principles and not in conflict with any existing UUFG programs. The requests are then reviewed by the Foundation Directors. Award of grants requires the approval of at least four of the five Directors.

How has the UUF Foundation spent funds in the past?

Items as diverse as materials promoting the growth of the congregation, religious education enrichment, a sound enhancement system, computers, landscape beautification and religious symbols for the front of the sanctuary have been provided to the Fellowship by Foundation grants.

How does the congregation know the current status of the Foundation's work?

The Foundation makes an annual report to the Governing Board in March following the close of its fiscal year and is available by request of any UUFG member. A summary of that report, as well as current Foundation activities, is available on the UUFG website.

How can I find our more about the UUF Foundation?

You may contact any Director who will be happy to discuss your gift with you.

 
Meeting Schedule

We meet in the UUFG Library on the third Sunday of most months at 9:30 AM. Please call to confirm.

 
Donations, Bequests, Directed Gifts

What sorts of assets can be donated?

The Foundation accepts gifts or bequests of money, securities and properties.

How are gifts or bequests made to the Foundation?

Simply place a check payable to the UUF Foundation in the collection basket at a Sunday Service. A simple bequest can be written into your will. A trust can be established where the income is available to you during your life with the remainder reverting to the Foundation at your death. Life insurance policies can list the Foundation as the beneficiary. You can work with UUA of Boston on a pooled income fund or charitable gift annuity. The UUF Foundation also has a financial advisor who can be consulted for financial contributions. Please contact a Foundation Director for this information.

How are Directed Gifts handled?

Normally, gifts go into the pooled Foundation fund. If the donor has some particular objective in mind when making a donation, this will be respected if in agreement with the purposes of the Foundation. Please discuss such gifts with the Directors before completing the transfer of assets.

What are some of the occasions that inspire donations to the Foundation?

Gifts are made to celebrate important milestones in the lives of members of the congregation such as births, deaths, honors and awards, memorials, marriages, and anniversaries.

How do I make such a gift?

You should make a check payable to the UUF Foundation; 4225 NW 34th St. Gainesville, FL 32605. To donate gifts of appreciated securities or other property, contact one of the Directors. You may also wish to consult your attorney.

How is my gift recognized?

An announcement of your gift will be made in The Millhopper and all major donors names will be
placed on the UUF Legacy Society Donor Plaque. The person or family you are honoring will also be notified. Letters of acknowledgement will be sent for tax purposes.

 
UUA Charitable Gift & Estate Planning Staff
  • Larry Stritof, Director

Toll free: 1-888-792-5885
Direct line: 617-948-4643
Fax: 617-725-4979

This e-mail address is being protected from spambots. You need JavaScript enabled to view it
www.uua.org/giving/giftplans

 
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