- Beth Coye [2012-2015]; Chair [2012-]
- Ed Fremouw [2010-2013]
- Jan Limb [2009-2014]; Secretary [2012-]
- Mary Jo Owens [2011-2014]; Treasurer [2012-]
- Herb Petschek [2013-2013]
Financial Advisor: Robert Berwick
Ministry: Administration (for coordination)
notes: the Endowment Trust is a separate legal entity, not a RVUUF committee;
the Legacy Circle is a group that serves both the Endowment and RVUUF (it is not part of the Endowment)
The Endowment Trust receives, manages, and invests gifts for memorial or other purposes, where the intent of the donor is to make a lasting contribution to the Fellowship; it distributes a portion of income for special projects.
- RVUUF Endowment Handbook: Jun 2012 -- Endowment Trust information, including: Background; Accomplishments&Goals; Financial Summaries*; Investment Policy; Trust Agreement&Amendments; Legacy Circle; Current&Past Trustees; previous versions: Jan 2011; Nov 2009; Sep 2008; Oct 2005
- *Latest Financial Summaries [.pdf; 8-Jun-2012]
- Endowment Funding Proposals: Proposal Guidelines and Instructions; Proposal Form: .doc, .pdf; Newsletter article. Individuals & committees can submit proposals (usually by mid-Mar); approved grants are announced at Annual Meeting
- Planned Giving Presentation (Nov 2011): color [.pdf; 6-Nov-2011]
- Endowment Presentation (May 2011): color (online), black&white (printing) [.pdf; 19-May-2011]
RVUUF Endowment Brochure [.pdf; Jul-2007]- Legacy of Hope: RVUUF Charitable Gift Annuity (CGA via UUA) [.pdf; Sep-2009]
- Letter from UUA President Bill Sinkford [.pdf] -- acknowledging a Charitable Gift Annuity (CGA) for Meg Thomas
- Crossword: Endowment
- See also: RVUUF Legacy Circle: Charter; Membership & Contribution Summary; Declaration of Commitment to Legacy Circle
- Slideshows: Endowment Grants; Legacy Circle Plaque Unveiling
UUA provides an extensive description of the many different ways to give (Planned Giving), including:
- Interactive Gift Planning Presentations
- Gifts by Will [.pdf]
- Non-Cash Gifts: Retirement Plans, Life Insurance, Real Estate
- Life Income Gifts: Charitable Gift Annuities, Pooled Income Fund, Charitable Remainder Trust
- Legacy Society [see also RVUUF's Legacy Circle]
Umbrella Giving- FAQ (Frequently Asked Questions)
- Brochures & Booklets
- Planned Giving Guides and Tools for Congregations
- Planned Giving in a Nutshell (UUA) [.pdf] -- slides from GA 2007
- Endowment Resources
- Endowment Fund Guide for UU Congregations (being updated)
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