You can ensure that the spiritual community that is Unity of Orange County, founded in 1969 and nurtured throughout the years, will continue. By establishing a bequest or making a planned gift to Unity, you guarantee that extraordinary opportunities for spiritual growth will live on.
Your gift may be designated to the general fund for areas of greatest need, or to a special area that speaks to your heart, by using any of the following vehicles.
Charitable Gift Annuity – A simple contract in which you exchange a gift of cash or securities for a guaranteed, fixed income each year for the rest of your life.
Charitable Remainder Trust – Create a trust with assets managed by a trustee. You or other named income beneficiaries receive income from the trust until it is dissolved; the remainder of the assets is distributed to Unity.
Charitable Lead Trust – You create a trust where income is generated to Unity for your entire life or just a set number of years. At the end of the term, the trust is distributed back to you or your heirs.
Bequests – Make a provision in your will of cash, securities or other personal property, or real estate to benefit our ministry.
IRA or Pension Plans –Consider giving ordinary income assets such as an IRA or pension plan to Unity.
Life Insurance – It is a simple process to designate Unity as the beneficiary of your life insurance policy.
Please give this to your attorney for his/her use in preparing your will or adding a codicil to your present will. Your attorney will need the specific name as it appears in our Articles of Incorporation:
I hereby give, devise, and bequeath to Christ Unity Church of San Juan Capistrano, (DBA Unity of Orange County), a non-profit corporation located in Irvine, California, the sum of $XX.XX (or the following described property or securities), the principle and income to be used in such a manner as its Board of Trustees deems best to carry out the work and effect its purposes (or describe a specific purpose if desired).
Christ Unity Church of San Juan Capistrano (DBA Unity of Orange County) is a non-profit, religious institution recognized by the IRS code 501 c (3) – Federal Tax ID # 95-3801242.