Welcome to the Stewardship Department of the UPCI

 Gifts of Retirement Plan Assets

Retirement plan assets can be the most heavily taxed of all your assets if left to heirs. Following your death, these assets may, in fact, generate "income in respect of a decedent" and subject family members to both income and estate taxes. In some situations, there's an option that will let you better provide for your family while also meeting your charitable goals. More...

Discover Valuable Lessons With Our Free ebrochures

If you have any questions about wills, life insurance, charitable gift annuities or any other of a wide variety of estate planning topics, our free ebrochures have the answers. More...

Estate Planning: Title Rights and Wrongs

One of the worst estate planning blunders is overlooking title and beneficiary arrangements. Ignorance of their importance can result in family bitterness and disappointment...plus unwelcome taxes and expenses. More...

Your Rights as a Donor

You want to help out the causes close to your heart. But with so many organizations asking for contributions, how do you choose? The American Association of Fundraising Counsel, the Association for Healthcare Philanthropy, the Council for Advancement and Support of Education, and the Association of Fundraising Professionals developed A Donor's Bill of Rights to help donors get the information they need to make informed decisions. More...