What is Planned Giving?

UU Manchester is here today because of the commitments and dreams of those who came before us – those whose vision, hard work, time, talents, and planning got us where we are today – from our beginnings in 1897 until now.

Sustaining the vision of a beloved community that nurtures spiritual growth and acts on our values requires dedication, both to today’s tasks and to what the future requires. Just as those who preceded us and made this church so important to us, and those we serve, we are also responsible for future members. It’s our turn to “go before” and ensure that in the future the Church has a vital influence on members’ lives and has the resources needed to justify saying “service is our prayer.”

People of all ages and family groups plan for the distribution of their assets and the care of their children and other loved ones through planned giving. Planned gifts are typically made from assets in your estate rather than income, and come to fruition upon your passing. A common misconception is that planned giving is only for the wealthy. The reality is even people of modest means, if there are assets in the estate, such as a home or a life insurance policy, can make a significant difference through planned giving. Planned gifts are different from Living Gifts because the gifting takes place after death. It is an introspective process as it involves stopping to think about one’s own passing and what sort of legacy one leaves behind. Planned Gifts require some planning ahead and, sometimes, help from a professional adviser.