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Endowment Trust
Walter Ensign, Treasurer [2005-2011]; (Chair, Endowment Funding Committee)
Ed Fremouw [2010-2013], trustee
Jan Limb [2009-2011], trustee; (Chair, Committee on Planned Giving and Legacy Circle)
Mitzi Loftus [2009-2012], trustee
Steve Weyer [2007-2012], Chair [2010-2012]
(? Secretary)
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: 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
- RVUUF Endowment Brochure PDF
- Legacy of Hope: RVUUF Charitable Gift Annuity (CGA via UUA) PDF [updated: 2009-Sep]
- Form: Declaration of Commitment to Legacy Circle PDF [updated: 2009-Sep]
- RVUUF Proposal Guidelines and Proposal Form: individuals & committees could submit proposals by mid-March(2010) for Endowment Trust grants; approved grants are announced May 23, 2010
- Letter from UUA President Bill Sinkford PDF -- acknowledging a Charitable Gift Annuity (CGA) for Meg Thomas
- Crossword: Endowment
UUA provides an extensive description of the many different ways to give, including:
- Gifts by Will [PDF]
- Non-Cash Gifts: Retirement Plans, Life Insurance, Real Estate
- Life Income Gifts: Charitable Gift Annuities, Annuities, Pooled Income Fund
- Umbrella Giving: Many Gifts (to more than one UU organization), One Creative Solution! [PDF]
- Legacy Society [see also RVUUF's Legacy Circle]
- FAQ
- Brochures & Booklets
- Congregational Planned Giving Resources
- Planned Giving in a Nutshell (UUA) PDF -- slides from GA 2007
- UUA’s Endowment Fund Guide for UU Congregations
Newsletter columns (PDF):
May 2010 Endowment Funding Committee
Feb 2010 Endowment to Award Grants in 2010
Jan 2010 Endowment Trustees and Minister Celebrate Legacy Circle Members
Dec 2009 RVUUF Celebrates the Gift of Fran Foreman Stauffer
Jun-Jul 2009
Apr 2009: New Members in Arthur Kreisman Legacy Circle
Feb 2009
Dec 2008: A Message from the Endowment
May 2008: Grants to be Announced
Apr 2008: Umbrella Gift
Mar 2008: Funding Proposals
Feb 2008: Funding Proposals
Jan 2008: Legacy Circle Established
Nov 2007: RVUUF Legacy Circle to be Established
Nov 2007: A Charitable Gift Annuity Benefits You and the Fellowship
Sep 2007
Jun-Jul 2007: RVUUF's first Charitable Gift Annuitant: June Koistinen
May 2007
Apr 2007
Mar 2007
Feb 2007
Jan 2007
Dec 2006
Oct 2006