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Gift Planning

The Lasting Value of Giving to What Feeds You Spiritually

Bill Englehart

Rev. Bill Englehart has served on the Unity World Headquarters Board of Directors since 2010.

Rev. Bill Englehart discovered Unity during a crossroads in his life. He was searching for a spiritual community in the early 1990s when he visited Unity Temple on the Plaza in Kansas City, Missouri.

"I wanted to connect with the spiritual essence of who I am," he says. "I'm a very practical person, and I was seeking spiritual principles for living my best life right here, right now.

"I remember listening to Duke Tufty and Karyn Bradley—I became more involved in Unity from then on."

Before he was called to ministry, Bill's career took him to London where he worked for a Fortune 50 company as an International Human Resources Director. While in London he reflected on his life and decided to take a new path.

"I felt like I'd done what I wanted to do in my career and began to give some thought to what my next steps were going to be," he explains. "I became an ordained Unity minister in 2005, and I've been the senior minister at Unity In Marin since 2006."

Unity In Marin has more than 400 members and will celebrate its 50th anniversary this year. Bill is proud to be part of such a vibrant and engaged church.

"In 50 years there have been only three ministers here," he says. "I'm the third, the other two retired after years of service."

"It's a solid, wonderful community."

In appreciation for the many ways Unity has enriched his life, Bill has chosen to include Unity in his future plans.

"Whatever wealth we acquire in life is a reflection of our life energy," Bill says. "It's important to have a plan and direct where you want that energy to continue after you're gone.

"I believe in giving to the places that have fed me spiritually."

He encourages everyone to act now rather than later when it comes to creating a will and deciding where your assets will go after your transition. Bill says he's seen too many families struggle in the aftermath of a death when estate plans aren't perfectly clear.

"If you don't have a plan, the state has one for you," he laughs. "If you're reading this right now, I encourage you not to delay.

"And you can always change your mind," he adds. "It's not a daunting process."

Bill also hopes that those who have been touched by prayer with Unity will consider including Unity in their estate plans as well.

"If you've prayed with Silent Unity® or ever felt like ‘that Daily Word® message was written for me,' a legacy gift to Unity is a way to ensure that those teachings will live on for decades to come and continue to touch lives.

"Unity is built on the generosity of love offerings," he concludes. "We give from our hearts in appreciation for the many ways Unity has helped us live loving and fulfilling lives."

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A charitable bequest is one or two sentences in your will or living trust that leave to Unity School of Christianity a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

The official legal bequest language for Unity School of Christianity is: "I, [name], of [city, state, ZIP], give, devise and bequeath to Unity School Of Christianity, 1901 NW Blue Parkway, Unity Village, MO 64065, Federal Tax ID#: 44-0546000, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Unity or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Unity as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Unity as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Unity where you agree to make a gift to Unity and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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