|
The
Quest for Truth is Its Sacrament and
Service is Its Prayer |
| The
First Parish Brewster Endowment Fund |
| If your goal is to: | Make a quick and easy gift | Avoid tax on capital gains | Keep your financial options open during your lifetime | Protect assets and financial flexibility for you and your loved ones | Secure a fixed, guaranteed income for the rest of your life | Diversify your portfolio, avoid capital gains, and boost your income | Protect your estate from high taxes due on your IRA, 403(b) or pension plan | Avoid capital gains tax on the sale of a home or other real estate | Create a hedge against inflation over the long term |
| Then you can: | Write a check today | Contribute highly appreciated assets that you've owned for more than a year, such as stock, real estate or mutual funds | Put a bequest in your will (give cash, IRA benefits, specific property or a share of your residuary estate) | Transfer assets to a revocable trust and name First Parish Brewster as the beneficiary | Give cash or stock to fund a UUA charitable gift annuity naming First Parish Brewster | Create a charitable remainder trust that makes payments to you and your loved ones | Name First Parish and other UU groups as beneficiaries of all or a portion of the plan assets remaining after your lifetime | Give the property to First Parish Brewster or transfer it to a charitable trust | Donate stock or cash to the UUA Pooled Income Fund or fund a charitable remainder trust naming First Parish Brewster |
| And your benefits are: | A charitable income tax deduction and immediate impact for First Parish Brewster | A charitable deduction for the full market value plus no capital gains tax | A taxable estate reduced by one dollar for every dollar donated | Full control of the trust and its terms, a reduced taxable estate and no public probate of trust | A charitable deduction, some tax-free income and no market risks | A fixed or variable income for the rest of your life, a charitable deduction and a reduced estate | Reduced estate and income taxes on your loved ones' inheritance | A charitable deduction, a reduced estate, plus no capital gains tax | A variable income that may grow over time as the value of the gift grows too; a charitable deduction and no capital gains tax |
|
Choose
a gift option that matches your goals More information about how to give to First Parish Brewster at the following site: http://www.uua.org/giving/giftplans/wills.html This chart was adapted from materials published by the Charitable Gift and Estate Planning Office of the Unitarian Universalist Association. | |||||||||
| How Can You GIVE to the Fund? |
| There are six principal ways to give to the fund:
These options vary in flexibility and permanence. Each offers tax advantages. |
| Are
You INTERESTED? |
Brochures explaining gift options are available in the Parish Room
or from the Endowment Board. A member of the Endowment Board will be pleased to
discuss these options with you. More information is available by calling the church
at When making any such gift, it is advisable to discuss the matter with your attorney or tax advisor. |
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