This is your Fellowship and, for many of us, it has been an important part of our lives and the lives of our families and community since it was established by a few visionaries in 1951.
What is the Legacy Society?
The Fellowship established the Legacy Society to celebrate and thank those individuals who share our vision to become a fully inclusive, compassionate faith community known for working boldly and deeply for justice.
The Legacy Society is comprised of generous individuals who have made cumulative gifts of at least $2,500 to the Fellowship Endowment Fund or have included the Fund in their estate plans.
Members of the Legacy Society are recognized in our publications and on our web site. Members may request to remain anonymous.
Leaving a Legacy Gift Is Easy
Give cash or other liquid assets (stocks, bonds, mutual funds) of $2,500 or more to the Fellowship Endowment Fund. Your tax adviser can tell you how best to do this and benefit from any tax advantages. This gift should be in addition to your annual giving for current operations.
Leave a bequest to the Fellowship through your will or trust. The following is sample bequest language: "I give to the Unitarian Universalist Fellowship of Winston-Salem, federal tax identification number 58-1310111, ___% of my estate (or the sum of $___) for its general purposes."
Make the Fellowship a beneficiary of your retirement account, life insurance policy or annuity. It is generally as simple as adding the Fellowship as a beneficiary or contingent beneficiary and specifying either a percentage or dollar amount of the benefit you are committing. You should contact your insurance company or retirement account manager and request a beneficiary change form (many of these forms are online).
We are so pleased, through the Legacy Society, to recognize individuals who are planning for gifts today that will provide significant benefits to the Fellowship in the future. Because of the generosity of people like you, the Fellowship will continue to be a place of minds that think, hearts that love, and hands that are ready to serve.
For further information, please contact the Fellowship office at (336) 659-0331 and you will be referred to a member of the Endowment and Planned Giving Committee