You may have noticed the Endowment Fund plaque is now proudly hanging in the Terrace Room. This plaque recognizes members of the Fellowship who have donated $5,000 or more to the Endowment Fund during their lifetime or identified the Fund for a bequest from their estate. Regrettably, the last name on the plaque was entered
The Endowment Committee is thrilled to announce the following 2024-2025 Grant Application awards: Memorial Garden RestorationBiochemistry Literacy for KidsExterior Patio FurnishingsMansion First Floor Refresh A big thank you to all the grant authors for their time spent applying. As we move into the 2025-2026grant cycle, market conditions will impact our annual allocation. In the long-term,
The Endowment Committee recently sponsored an educational Luncheon on March 9th featuring an estate planning attorney and financial planner. Given a number of your requests, we’re pleased to provide this link to their PowerPoint presentation.
You are cordially invited to attend a FREE Endowment Luncheon and Workshop on Sunday, March 9th, Noon – 1:30 pm in Chu Family Hall. An estate planning attorney and financial planner will provide an overview followed by Q&A. Why attend? RSVP by February 28th during Coffee Hour or via [email protected]. A final head count is
The Endowment Fund was created in 1994 to ensure the long-term success of the Fellowship. Since then, members’ gifts and bequests have us well on the way to building a mature fund to realize that goal. Our current fund balance of $457,177 reflects prudent investing by the UUA Common Endowment Fund that has kept our
