Create a Lasting Legacy
How do you wish to be remembered? How has the Olympia Unitarian Universalist Congregation touched your life? Leaving a planned or legacy gift is a meaningful way to help ensure the future of our beloved church. By including OUUC in your estate plan, you will make a difference for generations to come.
Benefits of Planned Giving
- Create a lasting personal legacy.
- Support OUUC’s mission for years to come.
- Honor a friend or family member with a memorial gift.
- Help you meet your philanthropic goals.
- Potentially reduce estate taxes.
- Join our Legacy Circle and inspire others.
Join the OUUC Legacy Circle
Legacy Circle members have included OUUC in their estate plans, knowing their generosity will ensure ongoing support to benefit future generations.
We are inspired to include OUUC in our legacy plans because it has been such a meaningful part of our lives. We want to make sure it continues to thrive and benefit our community.”
Wendy and Curtis Tanner
Way to Give
- Leave a gift in your will or trust. You can give a specific dollar amount or a percentage of your estate.
- Name OUUC as a beneficiary of your IRA or 401(k) retirement plan.
- Designate OUUC as a beneficiary of a life insurance policy.
- Give a gift of appreciated securities/stock via the UUA’s Umbrella Giving Program.
- Set up a charitable gift annuity through UUA to benefit OUUC.
- Leave a gift of personal property, such as real estate (with pre-approval).
Types of Gifts
- Unrestricted gifts: Support the greatest needs of the congregation.
- Restricted gifts: Donated with a specific purpose to support OUUC. (Requires Board approval.)
- OUUC Endowment Fund: Gifts are invested to provide ongoing long- term support for special projects and/or operations. Gifts of $5,000 and above are acknowledged with an engraved leaf on OUUC’s Giving Tree.
FAQ
Should I speak with a professional advisor?
We encourage you to speak with your professional advisor(s) on how a gift to support OUUC fits in your overall estate plans.
How can I create a will?
You can work with an attorney, or if you choose to create or update a will yourself, visit https://www.freewill.com/.
How should I list OUUC in my will or as a beneficiary?
Legal Name: Olympia Unitarian Universalist Congregation
Address: 2306 East End St NW, Olympia, WA 98502
Federal Tax ID Number (EIN): 91-0982974
What language should I use for making an outright bequest?
If you are considering making an outright bequest, we recommend the following language:
Specific Bequest:
“I give to Olympia Unitarian Universalist Congregation, a Washington nonprofit organization located at 2306 East End St. NW, Olympia, WA 98502, Federal Tax ID 91-0982974, the sum of $___________ (or percentage of my estate), (or other personal property herein described) to be used for its general support and charitable purposes without restriction (or for the support of a specific fund).”
Residuary Bequest:
“I give to Olympia Unitarian Universalist Congregation, a Washington nonprofit organization located at 2306 East End St. NW, Olympia, WA 98502, Federal Tax ID 91-0982974, all (or state a percentage) of the rest, residue, and remainder of my estate, to be used for its general support (or for the support of a specific fund).”
We’re here to help. For more information on how to make a transformative difference for generations to come, please contact our Office and Facilities Manager Ian Hammond Stephan at (360) 634-2005 x 103 or OfficeManager@ouuc.org.
Ready to Get Started?
If you have included OUUC in your plans, fill out our form below which provides an opportunity to share your intentions.
Thank you for considering a legacy gift to OUUC.
