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Endowment Trust

Endowment Funding Proposals

Start: 
Fri, 03/14/2008 - 12:00pm
End: 
Fri, 03/14/2008 - 12:00pm
Desc.: 

planned givingFor the third consecutive year, individual members of the congregation, committees or interest groups may submit Proposals for funding to the RVUUF Endowment Trust: for purchases, activities and programs — including community outreach -- or other purposes of a one-time, special nature.

For complete details&form, download Proposal Guidelines and Proposal Form

The Deadline for submitting Proposals is March 14, 2008.
Endowment Trustees will announce Funding Approval at the May Congregational Meeting

Semi-Annual General Meeting

Start: 
Sun, 12/09/2007 - 12:00pm
Location: 
Great Hall
End: 
Sun, 12/09/2007 - 3:00pm
Desc.: 

bannerMark your calendar and watch for mailing (agenda; other documents below). We’ll hear from our Ministerial Search Committee and Endowment Trustees. And, it’ll be time to vote on RVUUF’s 2008 Budget; Endowment Trust amendment; Covenant of Right Relations; and Long-range Goals, Objectives, & Growth Scenario. Regarding the growth scenario, the Board will ask us all to come to grips with two questions:

  1. Do we grow in place here in Ashland?
  2. Do we actively extend the UU presence elsewhere in the Rogue Valley?

Be prepared to offer your thoughts and cast a definitive vote.

Legacy Circle Tea for Charter Members

Start: 
Tue, 12/11/2007 - 3:00pm
End: 
Tue, 12/11/2007 - 5:00pm
Desc.: 

ParisThe Endowment Trust is establishing a Legacy Circle, a group that will acknowledge and honor members and friends who have given significantly, above and beyond Operating Fund pledges. The first annual Legacy Circle Tea with the Minister will be held December 11th for charter members of this group.

IMPORTANT: The Trustees would like to know what members, if any, have made the Fellowship or Endowment Trust a beneficiary in their estate planning process (e.g trusts, wills, IRAs*, insurance policies, and Charitable Gift Annuities (CGAs)). Please contact Beth Coye or Steve Weyer. You may be eligible to become a charter member of this group.

*Special IRA donation opportunity that expires Dec 31, 2007
General information about the Endowment Trust, and ways to give

Endowment

You can Check your word or Reveal a letter hint or entire word (if you get stuck), and find out when you've finished the puzzle correctly. This interactive version requires Java support in your web browser (print version below).

This puzzle's theme is Endowment; it was created for another UU Congregation, but most of the theme words&clues are still relevant -- just read "RVUUF Endowment Trust" instead of "UUCWC Endowment Committee"; RVUUF instead of UUCWC. Hints: 16-Across: Homefront. SRI = Socially Responsible Investment. (Puzzle may be revised if there's interest and I have time)




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Copyright © 2005-2007. Steve Weyer.
Web page created by Crossword Compiler.

Here are versions that you can view or download, and print:

  • puzzle (PDF)
  • solution (PDF)

    • IRA donation: Pension Protection Act of 2006

    In August 2006, new tax incentives for charitable gifts from donors who are 70½ or older were signed into law as part of the Pension Protection Act of 2006. Under the law, you can make a lifetime gift using funds from your individual retirement account (IRA) without undesirable tax effects.

    Five Reasons to Die without a Will

    There must be powerful reasons to avoid having a will because so many people die without one. In case you happen to be one of the seven out of 10 who will depart without a will, here are five reasons to buttress your position.

    1. The court can do a better job deciding how to disburse your assets than you can.
    2. The court can choose a better personal representative to handle your estate during probate than you can.
    3. The court can choose a more caring guardian for your children than you can.

    Planned Giving Forum

    Start: 
    Sun, 07/15/2007 - 12:00pm
    Location: 
    Under Balcony
    End: 
    Sun, 07/15/2007 - 1:00pm

    Please join us after our Jul 15th service for a forum presented by the Endowment Trustees, which will cover:

    • Charitable Gift Annuities (CGA'S) as a means of Plannet Giving
    • the finalizing of RVUUF's "Legacy Society" which will acknowledge those who have given significantly to the Endowment or Fellowship
    • other questions from attendees

    Click on image at right for brochures, slides and other useful information about the Endowment Trust.

    Endowment Trust


    Beth Coye, Chair
    Jim Cossolias, Secretary
    Walter Ensign, Treasurer
    Margot Howe, trustee
    Steve Weyer, trustee

    The Endowment Trust receives, manages, and invests gifts for memorial or other purposes, where the intent of the donor is to make a lasting contribution to the Fellowship; it distributes a portion of income for special projects.

    Newsletter columns (PDF):
    May 2008: Grants to be Announced
    Apr 2008: Umbrella Gift
    Mar 2008: Funding Proposals
    Feb 2008: Funding Proposals
    Jan 2008: Legacy Circle Established
    Nov 2007: RVUUF Legacy Circle to be Established
    Nov 2007: A Charitable Gift Annuity Benefits You and the Fellowship
    Sep 2007
    Jun-Jul 2007: RVUUF's first Charitable Gift Annuitant: June Koistinen
    May 2007
    Apr 2007
    Mar 2007
    Feb 2007
    Jan 2007
    Dec 2006
    Oct 2006

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