Rogue Valley Unitarian Universalist Fellowship (RVUUF) Ashland, OR

• 2011-2015: Roofs Replacement Fund
• 2008: Community Garden
• 2007: C Street Sidewalk & Wall
• 2011: Annex Remodel (Emerson House)
• 2008, 2009: So. Oregon Cluster Meetings
• 2010-2011: Medford UUs
• 2011: Legacy Circle Plaque
• 2006-2011: Interim Ministers & Settled Minister: Ministerial Search Committees, Relocations and Installation
• ...

Sun, Nov 6, noon. "The best effort of a fine person is felt after we have left their presence." - Ralph Waldo Emerson

After the service there will be a presentation about one form of Legacy -- planned giving -- with a focus on the RVUUF Endowment Trust and the Legacy Circle.

There will be time for questions and answers.

Fri, Mar 18, 5pm. The Endowment Trust will be accepting Proposals for Endowment Funding again this year. The Trustees have set $7,000 as the maximum total amount which may be granted this year and look forward to funding a number of worthy proposals. The forms for Proposals for Endowment Funding along with guidelines and instructions are available here (and on the table at the rear of the sanctuary on February 1, 2011). Proposals must be submitted on paper ready to be photocopied and are due in the Endowment’s mailbox by the end of the day on Fri, Mar 18, 2011. In general, proposals for purchases, the development of new or experimental programs, and one-time projects are suitable for funding. Endowment funding is not intended as a substitute for or to fill gaps in the normal operating budget. Approved grants will be announced at the Annual Congregational Meeting (May 22, 2011).

• Proposal Guidelines
• Proposal Form
• Information about the Endowment Trust: http://rvuuf.org/endowment-trust

Fourth Annual Minister's Tea for members of the Arthur Kreisman Legacy Circle.
Contact Jan Limb for more information.

You may be eligible to become a member of this group if you have made the Fellowship or Endowment Trust a beneficiary in your estate planning process (e.g trust, will, IRA, insurance policy, and/or Charitable Gift Annuity (CGA)), or if you have given significantly above and beyond Operating Fund pledges.

The tax-free charitable IRA rollover program has been extended through 2011. Individuals over the age of 70-1/2 can make annual tax-free deductions in 2011 of up to $100,000 from their IRAs directly to their congregation, the UUA, or other UU entity. This is a limited time opportunity.

Further information (from UUA)

The Endowment Trust is establishing a Legacy Circle, a group that will acknowledge and honor members and friends who have given significantly, above and beyond Operating Fund pledges. The first annual Legacy Circle Tea with the Minister will be held December 11th for charter members of this group.

IMPORTANT: The Trustees would like to know what members, if any, have made the Fellowship or Endowment Trust a beneficiary in their estate planning process (e.g trusts, wills, IRAs, insurance policies, and Charitable Gift Annuities (CGAs)). Please contact Beth Coye. You may be eligible to become a charter member of this group.

General information about the Endowment Trust, and ways to give

This puzzle's theme is Endowment; it was created for another UU Congregation, but most of the theme words and clues are still relevant: just read "RVUUF Endowment Trust" instead of "UUCWC Endowment Committee"; RVUUF instead of UUCWC. Hints: 16-Across: Homefront. SRI = Socially Responsible Investment. (Puzzle may be revised if there's interest and I have time). For details about formats, see main Crossword page.

• Java version: appears below
• .puz (Across Lite format)
• .pdf (print): puzzle; solution

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Copyright © 2005-2010. Steve Weyer.
Web page created by Crossword Compiler.

There must be powerful reasons to avoid having a will because so many people die without one. In case you happen to be one of the seven out of 10 who will depart without a will, here are five reasons to buttress your position:

1. The court can do a better job deciding how to disburse your assets than you can.
2. The court can choose a better personal representative to handle your estate during probate than you can.
3. The court can choose a more caring guardian for your children than you can.
4. The government will use your estate tax dollars more efficiently than your favorite charity would use a charitable bequest.
5. Your grieving loved ones will be better off looking after your affairs without your will.

Powerful reasons? Hardly. Nonetheless, people unwittingly affirm these reasons year after year as they continue to put off the minor inconvenience of making a will.

The Endowment Trust urges you to take action now. Your family will appreciate it. The charities you support will appreciate it. And you will appreciate the peace of mind you get from fulfilling one of your most important stewardship responsibilities.

If you need an estate-planning attorney, the members of the Endowment Trust would be happy to help you with this. We will provide you with helpful printed material on making a will and, if you like, supply information on ways you can include charitable giving in your plans.

While you may still need to meet with your professional advisor for expert counsel, our information could save costs by helping you make the best use of your attorney's time.