We drink from wells we did not dig. We are called to honor contributors from our shared past and to replenish the well that strengthens us to work for justice in the world, a collective multigenerational effort to advance our values in the world.

Planning a Legacy Gift:

The Legacy Circle is the assembly of those who have planned legacy gifts. This group of generous givers is called together annually to be recognized and celebrated for their contributions to the future vitality of the church. Champion those aspects of Unitarian Universalism that resonate most with you by planning a legacy gift to UUCLB. Future generations of our community will benefit from your generosity and be touched by your words and deeds. Legacy gifts can take many forms and be of any size. For example, they can be a straightforward bequest in your will and testament, an allocation from your charitable trust, or a non-cash gift such as a life insurance policy or real estate.

Joining the Legacy Circle offers ways for you to extend your support for the Unitarian Universalist Church of Long Beach (UUCLB) and Unitarian Universalism beyond your lifetime, while practicing sound financial planning now for yourself and your family.

Legacy Intent Form

Informing the church that you have made a planned gift is important to ensure that the church ultimately receives your bequest, as sometimes those gifts are overlooked in the final disposition of property. The form allows you to withhold the specific terms of your gift, if you wish, while giving the church knowledge that a gift exists. On that form, you can also request that your anonymity be maintained.

Click here to download the form: Confidential Bequest Intent Form. Submitting the form automatically qualifies you for induction into the UUCLB Legacy Circle. When you’ve completed it, submit the form to the Minister for secure storage.

Printed material about the Legacy Circle is available in the church office as well as information from the Unitarian Universalist Association (UUA), which offers a thoughtful and comprehensive exploration of legacy giving on their website. There, you will find information and language to help you make a straightforward bequest in your will. You will also find a wealth of information about other types of giving programs, such as annuities, real estate, trusts, stocks and others.

ALL gifts are welcome, no matter the size.

UUA Umbrella Giving Fact Sheet

The Unitarian Universalist Association’s Umbrella Giving program enables you to provide for a single gift, which the UUA will be responsible for distributing among various UU entities, according to your directions – such as a UU camp, a UU seminary, another UU church or the UUA itself. To learn about the benefits of participating in this program, click this link for a pdf you can read: UUA_Umbrella_Giving_Fact_Sheet or learn more at https://www.uua.org/giving/umbrella

Many Ways of Giving

You can find many ways to make a provision for a planned gift. To learn more about this, you are encouraged to reach out to members of the Legacy Circle Committee by email.   

The Legacy Circle committee is a group of volunteer church members, committed to explain and provide information to people who wish to arrange for future gifts. We also honor those who have already made such provisions, and offer workshops on ways to increase church members’ financial literacy and maximize their finances.