Leave a Legacy

You can make an enduring contribution to the financial security of our church through the Universalist Unitarian Church of Peoria Trust.

Assets received by the Trust—whether as memorials, gifts, or bequests—are invested conservatively to preserve the principal. Investment income is transferred annually to the operating fund of the church. Generously supporting the Trust ensures that it will remain an important source of income for years to come. Options include:

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Giving a gift of appreciated property that has been owned for at least one year.

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Providing a gift of cash or property through a bequest in your will.

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Directing required distributions from a retirement account to the church.

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Naming the church as a beneficiary of a life insurance policy or retirement account.

Consult your financial or legal advisor for estate planning advice.

If you have questions about the Trust, contact the church office and ask to be put in touch with one of the Trust Officers.

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Leave a Legacy