Primarily, it is when you “bequeath” or gift specific dollar amounts or assets, as part of a “last will & testament,” to specified parties such as family members or organizations you want to support
Legacy Giving is something most spiritual communities have, enabling it to continue to sustain and evolve for the years ahead
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How Does it Work?
You can bequeath in various ways:
Designate cash ($ or %), stocks, property in a will
Name UCP as a contingent beneficiary
To do via a will, you write and sign a 1 pager, called a “codicil”, designating what specifically you want to bequeath
Next, you have it witnessed by 2 disinterested parties and store it with your last will & testament�
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How Will the Funds Be Used?
The Legacy Giver has the opportunity to designate that funds go to one of five categories: