Monday, February 19, 2018

Matching Funds Still Available


Now is the time to make your planned gift to the Unitarian Universalists. If you have been thinking about adding 1stUUPB or any other UU operation to your Will, Living Trust, Brokerage Account, or Retirement Assets (IRA, 401K, 403B) there is now a 10% bonus gift to our Congregation (or other UU operation if designated). We hope you will be part of this unprecedented opportunity. We can do something very positive to strengthen the institutions that amplify the values of our shared faith. This gift can be used by the receiving organization as they decide.

If 1stUUPB is the recipient, our Endowment Committee is suggesting designating the money for Capital Expenditures. There is an application and a list of common questions and answers for the 10% matching money that you can get from members of the Endowment Committee: Betty Richards, Coleen Conway, Kathe Bannigan, Dick Hattwick, or Bob Shipley. We could also help answer any questions you may have. The application and common questions and answers are also available in the 1stUUPB office, or can be downloaded from
In your planned giving statement you will need our tax ID number -- it is 59-6162395.
In addition to the application the UUA asks for a copy of the relevant pages of your will, trust, or beneficiary designation forms.

This campaign continues thru June 30, 2020. However, the generous contributing congregation, UU Shelter Rock, set a limit on the gifts of matching money at $5 million dollars. $2 million has already been allocated. Because the matching money could be expended before June, 2020, the earlier you act the better.

There is a $10,000 upper limit to the matching money. Shelter Rock will match your planned gifts of up to $100,000 with a match of up to $10,000. Of course, your planned gift may be more or less than the $100,000. Another important aspect of this 10% match is that if you have already designated a UU entity as a beneficiary and they have not been notified of this designation, that planned gift would also qualify for the 10% match with an application and supporting detail. Although we would like to know of a planned gift, if you do not wish to announce your planned gift to the receiving UU entity, you can qualify the receiving organization for the matching money confidentially with Laura Randall, Legacy Campaign Director, at (617) 948-6511, or