UU of SCV

Remembering UU of SCV in
Your Will or Trust

To help ensure the future of liberal religion in Santa Clarita, you may wish to remember this
congregation in your will or trust. Some thoughts:

Specify a certain dollar amount for UU of SCV.

   Give a percentage of your total estate.

   Allocate a percentage of what remains of your estate after all specific bequests have been satisfied and debts and expenses paid, or

   Give all or a portion of your estate in the event that a named beneficiary is not alive when you die. This type of bequest can avoid costly litigation or prevent property from reverting to the state for lack of heirs.

Bequest Language

If you wish to remember UU of SCV in your will or trust, please share the following suggested bequest language with your attorney to assist in drafting a will or codicil that will achieve your charitable estate plans.

General Bequest
   I give all my real and personal property to the Unitarian Universalists of Santa Clarita Valley, a religious church located in Santa Clarita, California (mailing address: PO Box 800028, Santa Clarita, CA 91380-0028), for its unrestricted use.

Specific Bequest
   I give ___________ [$ amount, description of property, or % of estate] to the Unitarian Universalists of Santa Clarita Valley, a religious church located in Santa Clarita, California (mailing address: PO Box 800028, Santa Clarita, CA 91380-0028), for its unrestricted use.

Residuary Bequest (all or a percentage of what remains of your estate after all specific bequests have been satisfied and debts and expenses paid).
   I give all [or _______ %] of my remaining assets of any kind to the Unitarian Universalists of Santa Clarita Valley, a religious church located in Santa Clarita, California (mailing address: PO Box 800028, Santa Clarita, CA 91380-0028), for its unrestricted use.

Restricted Bequest for Specific Purpose
   I give ______________________ [$ amount, description of property, or % of estate] to the Unitarian Universalists of Santa Clarita Valley, a religious church located in Santa Clarita, California (mailing address: PO Box 800028, Santa Clarita, CA 91380-0028), restricted to ____________________________ [describe or name church program]. If at any time in the judgment of the church Board of Directors it is deemed impossible or impracticable to carry out the above purpose, the Directors shall determine a purpose as near as possible to that described above.