Planned Giving is a way to help support UUCLB and Unitarian Universalism, and to practice sound financial planning for yourself and your family.

There are many ways to make a planned gift. To learn more you are encouraged to contact the Planned Giving Committee via telephone at (562) 597-8445 or email us.

The UUA offers a thoughtful and comprehensive exploration of planned giving on their website. In addition to this information, our Planned Giving Committee has adapted materials, too.

Use Your Will to Give to UUCLB

This document provides information and language about how to make a straightforward bequest in your will. There is a wealth of information about other types of giving programs (e.g., annuities, real estate) at the UUA website.

UUA Umbrella Giving Fact Sheet

This document provides an overview of the UUA Umbrella Giving program which facilitates a wide range of  gifts to individual congregations, the UUA, and the wider UU world. Click link to download: UUA_Umbrella_Giving_Fact_Sheet

Confidential Legacy Intent Form

Use this confidential form to share information about your gift. Submission of this form also qualifies you for induction into the UUCLB Legacy Circle. This form should be submitted to the Minister for secure storage. Click link to download: Legacy_Intent_Form_UUCLB

We recognize that there are many demands on your financial resources. The Planned Giving Program is here to provide you with valuable information to care for your financial resources and help you navigate the giving process at the appointed time. We invite you to visit our informational display in the church office or email our team to get answers to your questions.