The Endowment Committee uses income from the endowment fund to support various church programs. The committee oversees the development of the endowment fund and meets no less often than quarterly. Members are elected by the congregation and appointed by the board of directors.

Gifts for the Future . . .

The Endowment Fund

The Endowment Fund allows you to give a gift that will keep on giving.

The Unitarian Universalist Association professionally manages the Endowment Fund so it can produce income to meet the church’s changing needs, now and in the future. The assets are invested via instruments that are considered to be socially responsible.

An endowment fund is a collection of monies designed to last forever. Income and growth from a properly managed fund allow gifts to continue in perpetuity.

The Endowment Fund is flexible and allows you to create a fund to support your special area of interest or to support the church in general.

You have cared about this church during your lifetime. Your gift to the Endowment Fund helps to assure that future generations will enjoy the same liberal religious environment that has been so important to you.

Fund Types

Donors to the Endowment Fund have a wide range of options, including amount. For a gift of $5,000 or more, the donor can create and name a separate fund. These gifts can create one of the following types of funds.

Recognizing that no one can foresee the needs of the future, income from unrestricted funds will be used to support general church operations.

A donor can create a fund to support programs and services in a particular area of church activity (for example, religious education, music, or social action).

Existing funds in this category are:

• Banks-Curtis Fund—disbursements are used solely as scholarship money
• Staff Recognition Fund—disburse-ments are used to honor staff achievements

To establish another field of interest fund, please contact a committee member.

A donor may select an organization outside the church—which has a mission that is consistent with church values—to receive income from a designated fund.

Gifts

The endowment fund can accept gifts of:

• cash
• stocks
• insurance policies
• real estate
• mineral rights
• oil or gas leases
• retirement plans
• securities
• promised designated annuities

Ask an Endowment Fund Committee member for a brochure that further describes your preferred type of gift.

Creating a named fund, with a gift of $5,000 or more, either in your lifetime or in your will or trust, is a wonderful way to honor a family member or to have your dedication to the First Unitarian Church of Albuquerque be remembered forever.

Whether you wish to make a gift now or you are considering naming the church as a beneficiary of your estate, contact a member of the Endowment Fund Committee or one of the ministers.

Gifts of any amount may be added to already-designated funds.