Planned Giving Program

Leave a lasting Legacy for Foothill Unity Center, Inc

The Foothill Unity Center Legacy Circle Society was formed to honor those who desire to leave a lasting legacy and have included the Center in their estate plan. The Legacy Circle Society encourages donors to think beyond their lifespan to make sure that the mission and vision of the Center continues and thrives. There are a number of ways to include us in your estate plan and receive tax advantages

Ways to Give to Foothill Unity Center
Wills and Living Trusts
Beneficiary Designations 

Gifts That Pay You Income
Charitable Remainder Trusts

Other Smart Ways to Give
IRA Charitable Rollover
Real Estate
Donor Advised Funds
Charitable Lead Trusts

Bequests:
You designate FUCI as the beneficiary of your asset by will, trust or beneficiary designation form.

IRA Rollover
Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.

Beneficiary Designation Gifts
You can designate FUCI as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Donor Advised Fund
A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to FUCI and other charities.

Charitable Gift Annuity
You transfer your cash or appreciated property to FUCI in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

Charitable Lead Trust
You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Sale and Unitrust
You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.

The information on this website is not intended as legal or tax advice.  Please consult an attorney or tax advisor for such advice.

Other Ways to Give
Gifts of Real Estate
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.

Gifts of Retirement Assets
Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization. 

Gifts of Cash
A gift of cash is a simple and easy way for you to make a gift.

Gifts of Insurance
A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

The information on this website is not intended as legal or tax advice.  Please consult an attorney or tax advisor for such advice.

ENDOWMENTS
Gifts to endowment are an investment in the long-term financial health of FUCI. Endowment funds are held in long-term investments with the principal remaining untouched, which creates a permanent source of revenue for the Center. An endowment fund is structured to grow over time through reinvestment of interest and dividends earned. To name an endowment, a minimum gift requirement of $25,000 is required. Endowment funds are essential to the long-term fiscal health of the Center because they serve the FUCI in perpetuity.
Phone: 626-358-3486 ext. 204

Endowment funds at FUCI:
Benefit future generations.
Leave a lasting legacy that is forever linked with FUCI.
Can be designated for a specific purpose, program.
Are professionally managed.

For additional information about the LEGACY CIRCLE SOCIETY please contact: Julie@Foothillunitycenter.org

Julie Anne Swayze
Capital Campaign Manager
Phone: 626-584-843
Julie@Foothillunitycenter.org
790 W. Chestnut Ave.
Monrovia, CA 91016