Only we can give in proportion to the benefits we have received. And when we do give, we gain far more than we ever give away. This brochure describes how you can share your blessings and give to the future of Unitarian Universalism using the Unitarian Universalist Association Pooled Income Fund. The Association is co-trustee of the PIF with State Street Bank and Trust in Boston, Massachusetts. Payments vary in amount.
Donors are eligible for both income and capital gains tax savings.
A Gift Agreement is completed for every contribution. A gift is complete when the donated assets have been permanently transferred to the Fund and the Gift Agreement has been signed by all parties. All PIF contributions are invested together for balanced growth and income. Quarterly, the Fund pays participants their proportionate unit share of the actual interest and dividend earnings from the investments. Capital gains from investments are never distributed to income participants.