Chalice Keepers
Preserve UUCL Through Planning Giving

Welcome to our Planned Giving Campaign at the Unitarian Universalist Congregation of Lowcountry (UUCL). We invite you to join us in preserving the spirit of life by including UUCL in your charitable gift and estate planning.

Why Become a Chalice Keeper?
To Help Sustain UUCL Values in the Lowcountry

By becoming a Chalice Keeper, you contribute to sustaining our UU values and the liberal ministry of our beloved Congregation well into the future. Your planned gift can help support major expenses, such as property improvements or special projects, ensuring the long-term sustainability of our vibrant liberal religious presence in Bluffton, Hilton Head Island, and the surrounding areas.

Ways To Give

Your Giving Makes a World of Difference

Consider supporting UUCL's Planned Giving Campaign through various means: Bequests allow you to designate a specific amount, percentage, or assets from your estate. Securities enable you to maximize your contribution by avoiding capital gains taxes. Transfer pre-tax Retirement Assets to ensure UUCL receives the full value. Name UUCL as a beneficiary in your Life Insurance policy, and explore Gift Annuities and Charitable Remainder Trusts for additional legacy options.

Leave a specific dollar amount, a percentage of your estate, or specific assets.
Give more by avoiding capital gains taxes on appreciated securities.
Retirement Assets
Transfer pre-tax assets, allowing UUCL to receive the entire value of the plan.
Life Insurance
Name UUCL as the beneficiary.
Gift Annuities & Charitable Remainder Trusts
Explore additional options for Legacy Gifts.
Legacy Recognition
Honoring Your Dedication to Our Future

Donors who make financial or estate gifts through wills, trusts, and other planned giving methods will be recognized for their dedication to our future. Your name will be added to the Chalice Keepers - Preserving the Spirit of Life memorial plaque in our lobby.

How to Participate
& Become a Chalice Keeper

Review the options and download the Confidential Legacy Giving Intent Form. If you're ready to make a bequest, complete the Confidential Legacy Intent Form in this packet. You can return the form by mail or by placing it in the Sunday collection basket. For assistance or more information, contact a member of our Legacy Giving Committee.

Review Form
Join Chalice Keepers Today
Submit the form below to be recognized for your legacy giving.

The Confidential Legacy Intent Form is available for easy download by clicking the button below. If you have questions, please contact any of the Chalice Keeper committee members listed below. Thank you for your generosity. 

Download Form
Contact Us
We're happy to discuss further.

If you've already named UUCL as the beneficiary of a planned gift, please inform us by completing a “Confidential Bequest Reply Form” included in this packet or by notifying a member of the Planned Giving Committee.

Thank you for considering joining us as a Chalice Keeper. Together, we uphold our liberal religious tradition, affirming the worth of all life and advocating freedom of belief and the individual search for truth and meaning.

For more information or assistance completing this form, please contact:
Patricia Friedman (Email Patricia)
Frank Flaumenhaft (Email Frank)
Dick Hood (Email Dick)
Linda LaBarreare (Email Linda)