Memorial Endowment Trust

The Memorial Endowment Trust provides a perpetual, prudently managed fund for generous legacy giving to support the UUCC, its present and future members, and its liberal religious mission.

The Memorial Endowment Trust provides a way for members and friends of UUCC to leave a perpetual gift to our congregation. The Memorial Endowment Trust was established in 1980 as a successor to the Memorial Endowment Fund with the tax advantages of a charitable organization. The Memorial Endowment Trust grows its assets through contributions and investment.

The hope of the Trustees and the Chalice Society is that the MET might be a substantial resource to further UUCC goals in the years ahead.

Ways to make a gift to the Memorial Endowment Trust:

1. Gifts of cash, securities, and/or other current assets
1. Make a contribution in honor of a special individual, couple, group, or family who graces your life
2. Make a gift in memory of a loved one or in memory of a friend's loved one

Click here for a Gift Form.

To make a gift contribution, make your check payable to the UUCC Memorial Endowment Trust and either mail it to the church office or place it in the Memorial Endowment Trust mailbox in the church office.

Memorial Endowment Trust
Unitarian Universalist Church of Charlotte
234 N. Sharon Amity Rd.
Charlotte NC 28211

The Trustees thank each contributor and acknowledge every gift to families of those remembered or those honored.

2. Bequests
1. Include the UUCC's Memorial Endowment Trust in your estate documents by earmarking a percentage of your estate or retirement plan or other assets for the Endowment

The Memorial Endowment Trust’s assets are managed professionally with oversight by Trustees who serve four-year terms approved by the UUCC Board. The Memorial Endowment Trust is examined annually by an independent auditor. The Trust grows assets through contribution and investment in order to provide substantial resource for UUCC for years to come.

There are certain things that are fundamental to human fulfillment. The essence of these needs is captured in the phrase "To live, to love, to learn, to leave a legacy." The need to live is our physical need for such things as food, clothing, shelter, economical well-being, health. The need to love is our social need to relate to other people, to belong, to love and be loved. The need to learn is our mental need to develop and to grow. And the need to leave a legacy is our spiritual need to have a sense of meaning, purpose, personal congruence, and contribution.

Steven R. Covey, Seven Habits of Highly Effective People

Charitable Tax Status
The UUCC Memorial Endowment Trust is an IRS-qualified 501(c)(3) and 170(c) charitable religious organization. The Memorial Endowment Trust’s tax-exempt federal identification number is 56-6215392. For estate tax purposes, bequests, legacies, devises, or transfers to the Trust are deductible as they are in accord with the provision of the Internal Revenue Code Section 2055(a) and related regulations.