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Edward Everett Hale Legacy Fund

One of the best ways you can contribute to the future of the Unitarian Universalist Denomination House on the grounds of the Institution is to include the Fellowship in your will with a contribution that will live on well into the future.  The Edward Everett Hale Legacy Fund was created for this purpose.

 Why We Honor Edward Everett Hale

imagesEdward Everett Hale was born in Boston in 1822 to a family of many famous intellectuals. He graduated from Harvard at 17 and went on to found the Unitarian Church of America. In his later years, he was appointed Chaplain of the United States Senate. Biographies of Hale praise his support for the Chautauqua educational system and for the Mohonk International Peace and Arbitration movement. Teddy Roosevelt’s own words about Hale were “an American of whose life all good Americans are proud.” Hale died in 1909 and Samuel Clemens eloquently mourned his loss. Dr. Hale was an important Chautauquan. He often delivered lectures, made CLSC recognition day talks and wrote CLSC books. Hale was exactly what the founders of Chautauqua favored–he was a well-known non-denominational advocate of a better life in the service of mankind. In a story written in 1870 and well known to both Lewis Miller and John Vincent, Rev. Hale wrote “Look up and not down, look forward and not back, look out and not in, and lend a hand.” This motto was the basis for the formation of Lend-a-Hand Club, Look – up Legions and clubs for young people. Hale was instrumental in establishing a Unitarian House at Chautauqua in 1906 which continued until 1962 when it was sold by the Unitarian Universalist Association.

The Edward Everett Hale Legacy Society has been established to honor Hale’s long- range vision through encouraging planned estate gifts to the Fellowship. All those who notify the Fellowship that they have finalized their planned gift in a legal document will become members of the Society, and be recognized annually by the Fellowship.

Why Does the UU Fellowship of Chautauqua, Inc. Need a General Investment Fund?

  1.  The General Investment Fund will undergird the quality of the Fellowship program, support the House, and help the subsidization of low cost rental rates. It can allow the Fellowship some flexibility in meeting an unexpected expense—or in taking advantage of a special opportunity.
  2.  Its existence encourages and enables those supporters who care most about insuring the future of the Fellowship.
  3.  It gives donors an opportunity to be creative in their own long term financial planning around an organization that is important to them.
  4.  It is enabling to leadership, allowing them to think creatively, and for the long term.

Examples of estate planning documents in which planned giving provisions are typically used:

  •  A bequest to the Fellowship in your will.
  •  A life insurance policy or an annuity naming the Fellowship as a beneficiary.
  •  An IRA that names the Fellowship as a beneficiary.
  •  A Charitable Remainder Trust, or a Charitable Lead Trust that names the Fellowship as a beneficiary.

Gift provisions should be made to: Unitarian Universalist Fellowship of Chautauqua, NY, Inc. and designated for the General Investment Fund. The Fellowship is a 501-c-3 religious organization. The Fellowship can provide some specific language examples if requested.  Send an email to Dave Bower for information.

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