at First Unitarian Church of Dallas



Providing for First Unitarian Church of Dallas while making sound financial plans for yourself and your family.

Planning for and leaving a legacy gift or gifts in any of these way provides for the future of this institution and helps sustain, in a lasting way, the values and mission of First Unitarian Church.

What Is Legacy Giving?

A wide range of giving opportunities fit under the Legacy Giving umbrella, including charitable bequests, life income gift arrangements such as charitable remainder trusts and gift annuities, gifts of real estate and gifts that use retirement and insurance plan benefits.

In return for a legacy (or planned) gift, donors and their families may receive important estate and income tax benefits or an attractive annual income stream for their life or the life of a secondary beneficiary.

Most planned gifts are deferred, meaning our congregation, will enjoy the financial benefits after the donor dies. Often a planned gift is the largest single gift donors will ever make.

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