Rogue Valley Unitarian Universalist Fellowship (RVUUF) Ashland, OR

• Ed Fremouw [2010-2013], Treasurer [2011-2013]
• Jan Limb [2009-2014]; Chair, Comm. on Planned Giving/Legacy Circle; member, Endowment Funding Comm.
• Mitzi Loftus [2009-2012], Secretary; Chair, Endowment Funding Committee [2011-2012]
• Mary Jo Owens [2011-2014]; representative to Finance Committee; member Comm. on Planned Giving/Legacy Circle
• Steve Weyer [2007-2012], Chair [2010-2012]

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: Jan 2011; Nov 2009; Sep 2008; Oct 2005 -- Endowment Trust information, including: Background; Accomplishments&Goals; Financial Summaries*; Investment Policy; Trust Agreement&Amendments; Legacy Circle; Current&Past Trustees
• *Current Financial Summaries (10-Feb-2012) [.pdf]:
  • bar chart: Balances, Socially Responsible Investments (SRI), Grants paid, Gifts
  • table: Balances, SRI, Investment Returns, Grants paid, Available Distributable Income (ADI), Gifts
  • pie chart: Grants Awarded by Category, plus ADI Reserve
• 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]
• Endowment Funding Proposals: Proposal Guidelines and Proposal Form: individuals & committees can submit proposals by Mar 18, 2011; approved grants are announced May 22, 2011
• 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, especially Estate Planning Guide (.pdf; 12pp)
• 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)