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:
- Gifts of cash, securities, and/or other current assets
- Make a contribution in honor of a special individual, couple, group, or family who graces your life
- 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.
- 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 are appointed by the UUCC Board to serve three-year terms. The Trust grows assets through contribution and investment in order to provide a substantial financial resource to the UUCC for years to come.
Click here to read the Memorial Endowment Trust Agreement.
Click here to read the Rules and Procedures for administering the Trust Agreement.
Click here for Grant Application Guidelines
Click here for Application for Grant for Church Year 2015/2016 (Funds available: $27,500)
The MET Trustees (left to right): Cathlean Utzig, Laurie Reed, Richard Pratt, Gwynne Movius, Dana Hershey
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.