Planned Giving

Our Planned Giving program is sponsored by the UU Studio City Endowment Committee.

FAQs

What is Planned Giving?

Planned Giving allows donors to contribute to an organization after their lifetime, as part of their financial or estate plans. It can provide tax advantages when a gift is made to a charitable organization. Planned giving is flexible and versatile. Until your will or trust goes into effect, you are free to alter your plans. And, it does not affect your current income!

Why consider a Legacy Gift to the UU Studio City Endowment?

Your legacy (or planned) gift will help sustain the mission of UU Studio City long into the future. 

Planned Giving Options 

Your will or trust

As little as one sentence in your will or trust is all that is needed to complete a planned gift. You can leave a set amount or a percentage of your estate. Under current law, a planned gift to UU Studio City endowment is free of federal estate tax.  

Codicil

If you already have a will, you can use a codicil to add information to your will without needing to revise it. (Wording to add a planned gift to your will or trust is available.)

Life Insurance

You can name the Endowment as a beneficiary of any portion of a life insurance policy (or policies) without incurring any legal fees, and without affecting your current income. 

IRA & Other Retirement Accounts

You can name the Endowment as a beneficiary of your IRA, 401k or other retirement plans, without cost. Simply advise your IRA or 401k custodian that you wish to add a beneficiary to your plan. 

Stock Gifts

Even stocks you own can be very attractive legacy gifts. Gifting stocks can be beneficial to you due to possible tax deductions or the avoidance of capital gains. 

Real Estate

A gift of your residence, vacation home, farm, condo or commercial property can be gifted. You can continue to live in or use your property for the remainder of your life. After your lifetime, the property comes directly to the Endowment, often avoiding probate. 

Legacy Circle

When you make an arrangement for a future gift or gifts to UU Studio City, you’ll be automatically recognized as a member of our Legacy Circle. No minimum gift amount is required to be a member. Every legacy gift, regardless of the amount, is important and will be cherished. You’ll join fellow Legacy Circle members at an annual invitation-only luncheon that will feature a speaker about a timely, thought-provoking topic. 

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The Unitarian Universalist Church of Studio City is a 501(c)(3) registered nonprofit, EIN 95-2705051. 

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied upon for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.