We began a planned giving or legacy program in 2017, which we are calling “Chalice Keepers”. Several members have named Georgia Mountains Unitarian Universalist Church as the beneficiary of a part of their retirement investments, their life insurance, or in their will. Member John Watkins in 2016 described succinctly the various vehicles for doing this in the first attachment below entitled “Types Of Gift Arrangements”.
The UUA in 2017 announced a gift of $5Million to be used to stimulate the formation of Legacy Societies in all UU congregations. Churches of members pledging during the years 2017-19 will receive from the $5M an immediate return of 10% at the end of 2019. That’s a bonus! No strings attached. If one’s situation changes in future years and their assets have diminished/vanished, no pay back to UUA is expected. We all do this in good faith that our UU faith will be multiplied many times over. Open attachments #2 thru 4 to explore what would work for you. Then go to Wake Now Our Vision at
One person has commented, “I thought you had to be rich to participate in this. Now I realize all of us can, even with modest means.”
A Chalice Keepers wall plaque noting contributors and those having made pledges will be developed, hopefully in 2018.