We are getting interest in people who want to let the UUA know they have put WES in their will, which will help WES raise money as part of a generous grant opportunity.
We have been getting three common question from the last email we sent out. They are:
I have included WES in my estate planning, how do I sign up for the match?
I have a will and would like to include WES in my estate planning but don’t know how. What do I do?
I don’t have a will but probably need one and want to participate in the legacy campaign. What do I do?
See detailed answers for each question below. Please consider attending the Estate Planning 101
event this Sunday at noon
in the Social Hall. While this event is focused on your own estate questions, Tom and Hannah will be there to answer any questions you may have about the campaign after the event.
Although it is not required, we would appreciate that anyone submitting a pledge form to the campaign also let Tom know
that they have done so. That way we can be sure that your commitment is successfully received and processed.
WES Stewardship Team
Sample bequest language:
“I give to the Washington Ethical Society, a charitable organization located at 7750 16th St. NW Washington, D.C. 20012
, [insert $ amount, percentage of estate or residuary estate, or otherwise name gifted assets
If you would like to designate the gift for a particular fund, add the following language: “…for the [insert name of use or fund designation, such as “endowment fund”, “building fund”, or “general fund”].” Gifts without this restriction will be divided among two funds according to our policy (our current policy puts 80% into the endowment fund and 20% into the general fund.
Q. I don’t have a will but probably need one and want to participate in the legacy campaign. What do I do?
First, consider attending our Estate Planning 101 session this Sunday, July 22
directly after platform. Estate planning attorney, Jennifer Concino of Tobin, O’Conner & Ewing,
will walk us through all aspects of estate planning, from finances and power of attorney to healthcare directives and what to do with your digital assets.
Second, if creating a will is too costly or time-consuming at the moment but you still want to participate in the matching campaign, consider making WES a beneficiary or partial beneficiary of your IRA, life insurance, or other asset. Updating a beneficiary designation can usually be done online in a matter of minutes! If you go this route, don’t forget to complete and submit the pledge form (available here
Thank you all!