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UUCC Memorial Endowment Trust

Mission: The Memorial Endowment Trust provides a perpetual, prudently managed fund for generous legacy giving to support the Unitarian Universalist Community of Charlotte, its present and future members and its liberal religious mission.

Source of Funds: The Trust grows assets through the professional management of contributions received from members and friends of the UUCC.  Gifts of cash, securities or other assets can be made to honor or commemorate a special person or persons while providing the giver with the tax benefits of charitable giving. The relevant details of the honorarium or memorial may be indicated on the MET gift form.

Legacy Society and Plans of Giving: Gifts can also be made by including the Memorial Endowment Trust in estate documents; members and friends who do so become part of the Legacy Society (formerly the Chalice Society). Through membership in the Legacy Society, there are many ways of leaving a legacy to support your values.

Use of Funds: Each year, up to 5% of average Trust assets may be made available for one-time grants to fund special UUCC-sponsored or UUCC-related projects or activities. These projects should further the principles, programs and purposes of the UUCC but should not be part of regular and ongoing operating expenses. Funds available for the grant program, guidelines for submitting grant proposals and an application form are available elsewhere on this site.

Governance: The Memorial Endowment Trust is governed by a trust agreement with the tax advantages of a charitable organization. The Trust’s assets are managed professionally with oversight by a Board of Trustees appointed by the UUCC Board. The MET Trustees administer the Trust Agreement according to a set of Rules and Procedures.

Charitable Tax Status: The Memorial Endowment Trust is an IRS-qualified 501(c)(3) and 170(c) charitable religious organization. The Memorial Endowment Trust’s tax-exempt federal identification number is 56-6215392. For estate tax purposes, bequests, legacies, devises or transfers to the Trust are deductible as they are in accord with the provision of the Internal Revenue Code Section 2055(a) and related regulations.

The MET Board of Trustees

Joy Bruce

An adventurous spirit, nurtured here, has taken her to distant shores, to follow the call of African drumming, magical evenings singing with the choir, to hopefully pass on some wisdom to Jr High Youth, to study and then facilitate the Cakes for the Queen of Heaven course. Knitting since she was 13, Joy also is one of the Healing Threads knitters and a novice weaver. She’s twice been the Treasurer for this church (before we took the name Community) and is again fulfilling the role of treasurer on the Endowment Trust Board.

Rita Heath Singer

Rita Heath-Singer has been an active UUCC member since 1988, while she has served on many committees and teams, she is very excited to be one of the newest members of the Memorial Endowment Trust. When she isn’t working full time as a frontline healthcare worker at Atrium Health Lincolnton, you can find her backpacking or taking hikes throughout North Carolina.

Mike Long

Mike knew he had found his home at UUCC 30 years ago after he and Heather moved down from NYC. Having served on the Boards of UUCC and Open Door School, he has been an enthusiastic participant in the Discovery Circles. He lives in denial about being retired and will continue to scout out his next venture. When not maintaining a lake house, he can frequently be found on a tennis court. Both of his daughters reaped enormous benefits and made lifelong friendships through participation in the wonderful CYRE program.

Patrick McNeely

Patrick, with wife Jan and two sons joined UUCC in 1984. After retiring from the practice of law in 2012 his love for the game of tennis has expanded to playing about 5 days per week. Over the years he has served on the initial Social Justice Committee; By-Laws, Archives, Sunday Services, and other committees of the Church. He is Secretary of the Memorial Endowment Trust Board.

Tom Nunnenkamp

An active UUCC member since 1974, this retired financial advisor can be found daily in MapleWalk, the much-visited garden that he and his wife, Lib Jones created. If you miss him there he is likely bowling or serving on a committee or board.