UU San Mateo - Planned Giving

Planned Giving

Planned Giving fits into the broader category of Estate Planning. At UUSM this has taken the form of members naming UUSM in their Wills or Living Trusts as well as contributions to our Pooled Income Fund.

The Pooled Income Fund is a professionally-managed fund that provides current income to the donor or their designee during their lifetime, a tax deduction to the donor at the time of the donation, and the principal becomes the property of UUSM when the donor or designee passes away.

Members making Planned Giving decisions that incorporate UUSM can designate the funds be used for a specific purpose, such as the New Building Fund, or can designate the funds to be unrestricted, in which case the Board of Trustees would manage the funds.

A Ministerial Housing Fund was created and funded by a small number of members when Rev. Weller was called to UUSM in 2003. As a result of this action, UUSM has an equity share in her family's home.

“For it is in giving that we receive.”

— St. Francis of Assisi

It's Time to Welcome a Guest at Your Table

When we bring home our Guest at Your Table boxes, our families and friends will learn about real struggles for justice in the United States and around the world. With each box comes a copy of Stories of Hope,written to teach children, youth, and adults how the Unitarian Universalist Service Committee helps to change our world for the better.