Members of First Unitarian have formed an ad hoc committee to investigate ways that they can help provide direction to other church members and friends who might be interested in endowing our church as a beneficiary, now or in the future.
There are many methods to endow the church, including, but not limited to (1) donating depreciated assets in the near future, (2) establishing trusts and annuities and (3) bequesting assets in our wills. Such gifts would be used for the expressed purpose of providing a financial resource to extend or enhance our church's ability to fulfill its mission and purpose into perpetuity.
At its September 2009 meeting, the Board of Trustees adopted an Endowment Policy (PDF). By early 2010, we expect to have an Endowment Committee appointed, who will begin to educate our congregation about the Endowment Policy and the Fund. Gifts to the Endowment Fund are being gratefully accepted. Please contact Church Manager Charla Weiss at charla@uuoakland.org or 510-893-6129 Ext. 303 for details.