FIRST UNITARIAN CONGREGATION OF OTTAWA
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    • Legacy Giving
Picture

what is legacy giving?

Legacy Giving generally involves planning gifts that will benefit the congregation in the future. Such gifts can allow you to make a substantial, long -term financial contribution independent of your current financial needs. The two principal types of legacy gifts are 1) bequests (gifts by will) and 2) beneficiary designations. Talk to us about other possible types.

Bequests
can be for a specific amount of money and/or specific assets, all or a fraction of what remains after other obligations are met, or contingent on other conditions being met, such as the prior death of other beneficiaries.

​Beneficiary designations
(naming the congregation as a beneficiary) can be done for a life insurance policy, or other accounts* such as an RRSP or RRIF or TFSA.

* If you are a Quebec resident, such designations must be done in your will.

the benefits of legacy giving

Legacy gifts:
  • Are often the largest gift you can make to a cause close to your heart
  • Have no impact on income or assets during your lifetime
  • Can help reduce taxes on your estate *
  • Are relatively easy to change (“revocable”)
  • Will be a good source of future funding for the congregation

* Certain types of gifts not covered in this brochure can provide tax benefits during your lifetime.
An elderly Black couple in casual clothes, working in the garden together. They are surrounded by the flowers and  young trees they've planted.
The view up, up, up the long length of the trunk of an old growth tree, into its green crown

tips on legacy giving

Some important things to consider in your planning are:
  • Always have a will and Powers of Attorney (for health care and property)
  • Seek professional legal and financial advice according to your province of residence
  • Discuss your plans with family and others implicated, including beneficiaries such as the congregation
  • Make your gifts as unrestricted as possible, because future needs are notoriously difficult to predict

living our generosity

Legacy giving is possible for almost everyone. Contact us using the button below to request more information and to have your questions answered.
request more information about legacy giving
And elderly white woman in a plaid flannel shirt smiles at the camera. She is using two walking sticks as she makes her way along a woodland trail.
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​30 Cleary Ave   K2A 4A1   
613-725-1066
  
uuoffice@firstunitarianottawa.ca

"We acknowledge that our campus is located on traditional, unsurrendered and unceded Algonquin Anishinabeg Territory;
and that the work of reconciliation is a responsibility of our congregation, and of all Canadians.  "Our goal is to educate ourselves and all
who have ears to hear, to be of service to those who are at risk, and to advocate for justice.


Find full contact information, maps and directions HERE
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  • Welcome
  • What's Happening
    • calendar
    • Congregational Focus - Climate Action >
      • Green Sanctuary Accreditation
      • AJASHKI Garden Project
      • EARTH SPEAKS FORUMS
    • Pandemic Safety Protocols
  • About Us
    • Our Ministry Team
    • About Unitarian Universalism
    • Our Campus >
      • Affordable Housing
      • Cleary Detour
    • Member Information >
      • Steps to Membership
      • Members' Page
      • Campus Planning Member Page
      • Governing Documents
      • Death Notices and Memorial Details for Members
    • Renewal
  • Worship
    • Sunday Service FAQ
    • Past Sermons
    • Children's Religious Exploration
    • Youth
  • Get Involved
    • Volunteer with us
    • Embracing Diversity
    • Music
    • Lifespan Learning
    • OWL
  • Social Justice
    • Climate Action
    • Truth and Reconciliation
  • Communications
    • eUU Weekly Newsletter
    • Archives
    • Lectures and Presentations >
      • HOLTOM LECTURES
  • Contact Us
    • Staff Directory
    • Board of Directors
    • Ceremonies and Rentals >
      • Weddings, Memorials, Child Dedications and other Rites of Passage
      • Facility Rentals
  • Make a Donation
    • Legacy Giving