UUCP Charitable Trust
The UUCP CHARITABLE TRUST is an affiliate of the church charged with receiving and administering financial assets for the support of UUCP. It is a separate entity from the Church, maintaining its own accounts and records.
WHAT IS THE PURPOSE OF THE UUCP CHARITABLE TRUST?
The UUCP Charitable Trust is charged with receiving and administering financial assets for the support of the Unitarian Universalist Church of Pensacola, Florida (UUCP).
The goal of the Trust is to manage these assets so that they grow and produce perpetual income for the benefit of UUCP and ensure the presence of our liberal faith in the Florida and Alabama Panhandle Regions.
The Trustees can assist you in deciding which type of gift will suit your situation and are prepared to advise you fully on the Trust’s needs and priorities.
WHO ARE THE TRUSTEES?
The Trustees are active members of UUCP who are appointed by current Trust members and serve staggered five-year terms.
UUCP CHARITABLE TRUST OFFICERS (2025)
Chair: Hugh Ed Turner
Secretary: Jack Comstock
Treasurer: Laurie Winterberg
Trustee: Patti Underwood
Trustee: Heather Cobb
TYPES OF GIFTS ACCEPTED
- Outright Gifts: Gifts in the form of cash, stocks, bonds, or mutual funds are the most common donations received by the Trust. Other assets may also be welcome.
- A Gift Through Life InsuranceL Life insurance is a useful way to donate since a substantial gift for the UUCP Trust can be provided for a very small premium. Filling out forms is all that is required.
- A Gift Through Bequest: With this form of gift, no income loss occurs during your lifetime. You specify in your will or in a codicil added to your will the bequest you are making to the UUCP Charitable Trust.
- A Gift in Trust: You may prefer to establish a trust, with a lawyer’s assistance, in which you specify the way in which your gift will be made and utilized.
HOW WILL MY GIFT BE ACKNOWLEDGED?
The Secretary of the UUCP Charitable Trust acknowledges all gifts. In the case of memorials, the donor and the family of the deceased are notified. When a person is honored on a special occasion, letters are sent to the donor and the honoree.
WHAT TYPES OF FUNDS ARE INCLUDED IN THE UUCP CHARITABLE TRUST PORTFOLIO?
Permanent Endowment
- Building Fund (available as loans to UUCP)
- Available to the Church
- Other
Other funds include the Library Fund and Ministerial Fund, or funds for specific projects.
WHAT ARE THE TAX BENEFITS?
Gift opportunities suggested in this brochure may have valuable tax benefits for the donor. Consult your tax advisor/attorney. The tax advantages of bequests/trusts are substantial but can also be complicated.
MAKE A GIFT TO THE TRUST
A printable form can be found here.
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