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Endowment Trust
Beth Coye, Chair [2004-2010]
Walter Ensign, Treasurer [2005-2011]
Jan Limb [2009-2011], trustee
Mitzi Loftus [2009-2012], trustee
Steve Weyer, Secretary [2007-2012]
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 Proposal Guidelines and Proposal Form: individuals & committees can submit proposals by mid-March(2010) for Endowment Trust grants; approvals are announced in May
- 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]
- 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):
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