WHAT IS LEGACY GIVING? Thoughtful and prayerful consideration should be made for the disposal of the property you have accumulated in your lifetime in order for it to benefit the people and places we love. The process of creating an estate plan and leaving a gift to a charitable organization is called LEGACY GIVING.
Legacy Giving establishes a way for you to provide for family members while also remembering Unity on the Bay. It involves a making a gift now, to be received at a later time, which may require the assistance of professional advisors, and which is carefully considered in light of estate and financial planning goals and objectives.
Legacy Giving helps create a strong financial base which allows Unity on the Bay to serve its community both now, and in the future. Legacy giving helps make a difference in Unity on the Bay’s future by utilizing careful and creative planning now for the future use of tangible assets.
To contact the Stewardship Ministry to further discuss these great opportunities, please email firstname.lastname@example.org or call 305-573-9191 Ext. 218.
DISCLAIMER: This publication provides general information only. It has not been prepared with regard to your personal objectives, financial situation or needs. Nothing contained herein should be considered or construed as providing personalized investment, financial planning or legal advice. Unity on the Bay, its staff, employees and Board of Directors are not licensed under securities or insurance laws to address your particular situation, and no communication in any form from them to you should be deemed as personalized investment, financial planning or legal advice.