Planned Giving

When you plan a gift to Unity Fort Worth in your long-term estate or financial plans, you help ensure that we will be here to carry out our mission for years to come.

Ask your financial advisor or stock broker to assist you with information on estate and gift planning. 

Charitable gift annuity

One of the most common ways to fund this gift that supports Unity and provides you and/or a loved one with fixed payments for life is with cash in the form of a check. A charitable gift annuity typically works well for those 60 and older.

Charitable remainder trust

Cash is the easiest and least complicated way to fund a charitable remainder trust. Oftentimes, it can provide the necessary liquidity to provide for payments to the income beneficiary when the trust is funded with hard to sell assets.

Charitable lead trust

You may always use cash to fund a lead trust. Oftentimes, lead trusts are funded with cash in addition to stock or real estate.

Donor advised fund

A gift of cash through check or credit card is one of the easiest ways to contribute to a donor advised fund. Your federal income tax charitable deduction is equal to the amount of your cash contribution.

Memorial and tribute gifts

If you have a friend or family member whose life has been touched by Unity, consider making a gift to us in his or her name.

Gift in will or living trust

Through a gift in your will or living trust, you can support Unity with a specific amount of money or a percentage of your total estate. This type of gift allows you the flexibility to change your mind at any time and your estate will benefit from a federal estate tax charitable deduction for the amount of the gift.

Payable on death (POD) account

A POD bank account or certificate of deposit names one or more persons or charities as the beneficiary of all funds once you, the account owner, pass away. The beneficiary you name has no rights to the funds until after your lifetime. Until that time, you remain in control and are free to use the money in the bank account, change the beneficiary, or close the account.

Endowed gifts

Create an endowment or contribute to one that is already established to ensure that your support of Unity will last forever.

Next Steps

  1. Contact our accounting manager at 817-423-2965 or accounting@unityfortworth.org if you have questions or need assistance.

  2. Seek the advice of your financial or legal advisor for information on estate and gift planning.

  3. If you include Unity in your plans, please use our legal name and Federal Tax ID.

Unity Center of Fort Worth Texas dba Unity Church of Fort Worth
5051 Trail Lake Drive, Fort Worth, TX 76133
Federal Tax ID Number: 75-0885777