As the end of the year approaches, we hope you will consider making a year end donation to our beloved community. SUUS can accept cash, check, credit cards (CLICK HERE) or texts (860-321-8302 and follow the prompts).
For those interested in paying their pledge with securities or with a required minimum distribution (RMD) from a retirement fund, the process of giving has changed and the information below explains how to make these pledge payments to SUUS.
As announced at the recent Congregational Meeting, our Vision Fund has moved from a private financial management firm to the UU COMMON ENDOWMENT FUND (UUCEF). With the move to the UUCEF, donations of stocks and securities will now be handled through the UUA. Donors interested in giving through the UUA can find all the info they need at https://www.uua.org/giving/make-gift/giftsstock.
Donating securities to SUUS can be a good way to fulfill pledge obligations or make other donations, with tax benefits. Here is information on why you should consider donating stocks to SUUS: Stock Gift Tax Benefits: https://www.uua.org/giving/make-gift/giftsstock/tax-benefits
Gift of Securities to SUUS’s Vision Fund
If you would like to make a donation of securities to SUUS’s Vision Fund please contact one of the Vision Fund Custodians for assistance because the process is different.
To donate securities or to take your required minimum distribution (RMD) from your retirement fund to fulfill your pledge, two forms need to be filled out:
1) CLICK HERE to fill out the Stock Gift Notification form – this tells the UUA what to expect, from whom, and what the gift is for (e.g. pledge, donation, other). This is crucial info to submit before the transfer starts, to ensure the transfer goes smoothly and that there are no delays.
2) CLICK HERE to fill out the transfer instructions – this is the info you will need to give your broker, who will initiate the transfer. As we approach the end of the calendar year, it’s important to start early to make sure you get transfers in during the 2022 calendar year.
Please reach out to Mary Strieff if you have any questions or need assistance filling out the forms.
Thank you for your generosity and continued support of SUUS.