Planned Giving
Not just for retirees
Planned Giving isn’t just for retirees. Our community is filled with people of diverse ages and life circumstances and we can all participate in a way that fits our situation today, or even ten years from today.
Ways to make a planned gift
IRA Beneficiary
Include UUAC as a beneficiary on your IRA.
Bequest in Your Will
Name the UUAC as a beneficiary in your will.
Life Income Gift
Receive tax advantages with a Life Income Gift.
Property & Other Assets
Gift property or other assets.
How to get started
- Consider which opportunity fits your situation — today, or even ten years from today.
- Talk with our Minister, Rev. Nathan Detering, at .
The UUAC at First Parish Trust
The UUAC at First Parish Trust is a financial asset that has supported our operations, building and property, and efforts to further Unitarian Universalism in our area since its formation in July 2005. The Trust came into existence through a consolidation of several funds dedicated to the ongoing existence and mission of our community: the First Parish Alliance Building Trust and the Natick-Wellesley Community Church Trust, both dating back to the 1800s, the Fischer Memorial Trust, the Wheelwright Trust, and the Endowment Fund.
The funds are tracked in the spirit of the original donors’ directives and are categorized for funding operations or building and maintenance, which guides the Trust’s annual distribution to the Church. There are five voting Trustees and two additional non-voting Trustees appointed by the Board of Directors, all of whom are members of the Church. The Trust meets quarterly.
For more information about our Trusts please contact: .
Start a conversation
Rev. Nathan Detering, Minister, UUAC