Our beloved community has a savings account for the future. 
The Endowment Fund provides a formal, secure destination for gifts and bequests;
contributes to our long-term financial security;
and allows our mission and our vision to continue into the future.

FUND USES

The principal of the Fund is invested for growth, and is generally left untouched year after year.   Annual income from the Fund (interest and dividends) can be used by the Board for church operations, projects, and programs.  This could be seed money to enhance religious exploration, launch a senior youth group, or support social justice action projects: money that can bring more of our mission and vision into reality.

The principal of the fund is not intended for general operations of the church.  In extraordinary circumstances it can be used to respond to emergencies.  Such use of the fund requires a vote of the congregation in an open meeting.  Examples of this type of situation might include devastating damage to the building or disaster assistance in the community.

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WAYS TO GIVE

You can give to our Endowment Fund in a variety of ways. 

  • Check

  • Appreciated stock or Certificates of Deposit

  • Charitable distributions from your IRA if over age 70-1/2

  • Naming UUFCO as a beneficiary of an account

  • Gift from a Donor Advised Fund

  • Life insurance policies

  • Real estate

  • Bequests

When updating you will or trust documents, consider including UUFCO as a beneficiary.  These and other tax planning strategies for charitable gifts should always be discussed with your tax or estate planning advisor.  Feel free to consult with the Committee for further instructions.

 

BENEFITS

Your gift to the Fund offers a variety of benefits for you and for UUFCO. Your gift:

  • Leaves a legacy of love

  • Perpetuates your values

  • Is a living memorial for future generations

  • Helps to ensure a liberal religious presence in Central Oregon

  • Can be any size and made at any time

  • If through your estate, can be modified at any time prior to death

  • May provide tax savings for you

“The Blessing” designed by Paul Alan Bennett, woven by pendleton woolen mills

“The Blessing” designed by Paul Alan Bennett, woven by pendleton woolen mills

 

QUESTIONS

To begin a conversation about contributing to The Fund, get detailed instructions on how to contribute to The Fund, find out about joining the Endowment Committee, or ask other questions, please get in touch!  The best way to reach us is by email to endowment@uufco.org.   You can also leave a message for our team by phoning the fellowship staff at 541-385-3908.

FUND MANAGEMENT

The Fund is managed by an Endowment Committee of at least five UUFCO members.  We are responsible for increasing awareness of the Fund and encouraging its growth.  We provide quarterly reports to the Board of Trustees on activities, fund balances, and recommendations regarding distribution of funds.  Detailed policies and procedures are available in the “Governing Instrument” in the Church Bylaws.