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1U Endowment Fund



An endowment is like a tree…
One generation plants it so that the next one can enjoy the shade

Mission Statement

“The mission of the Endowment is to receive and manage financial gifts in order to generate and give, in perpetuity, funds to support and sustain the First Unitarian Church of Orlando as a liberal hub, providing lifelong spiritual growth and compassionate services to the Central Florida community.”

Board of Trustees
  • Mike Haddad – President (term ends 2022)
  • Michael Cohen – Vice President (term ends 2020)
  • Ken Lofgren – Treasurer (term ends 2020)
  • Diane P. Kerkhoff – Secretary (term ends 2021)
  • Louise Christie – Trustee (term ends 2022)
  • Julia Chinnock – Trustee (term ends 2021)

Two members of the Endowment Board shall be assigned annually by the Endowment Board President for membership development and administration.

What Is the 1U Endowment Fund?

Founded in 1968, the Endowment Fund is a non-profit corporation that receives, manages, and maintains funds for the long-term growth and support of the First Unitarian Church of Orlando (1U) and its mission.

Most of our donations have come from people’s estates. Several large contributions have been made to the Endowment over the past few years and include:

    • $221,000 from Elizabeth Carey Greer (2001)
    • $156,904 from Edith Duerr (2003)
    • $30,000 from Frank Bondurant (2011).

Of course, we welcome “living” donations, as well. The Endowment makes a yearly pledge to 1U (between 4% and 5% of its total value), and the Church decides how to use those funds.


What those of us on the Endowment Board want you to remember more than anything else is “The key is to let your wishes be known now, while you can.”

At the 2014 annual meeting we announced the newly created Caroline Gore Legacy Society (CGLS), to recognize and honor those who make a major donation to the Endowment Fund and to encourage others to follow their example.  You become a member of the CGLS when:

  1. You give $2,500 or more to 1U for investment in the Endowment, or
  2. You provide a bequest via estate planning documents or beneficiary designations and notify the Endowment in writing, or
  3. Your estate that donates to the Endowment is settled.
Charter Members 

(Charter members are all persons, living or dead, who qualified for membership prior to our 2016 Annual Meeting.)

  • Rapp Estate 1972
  • John Masek 1973
  • Prouty Estate 1973
  • Starke Estate 1974
  • Fiegus Estate 1980
  • Elizabeth Cary Greer Estate 2001
  • Edith Duerr Estate 2003
  • Frank Bondurant Estate 2011
  • Joan Erwin
  • Marty & Mike Haddad
  • Sandy Pollock
  • Irma Scudder
  • Steph Garber & David Collins
  • Diane P. Kerkhoff and Beverly G. McCormick
  • Phyllis and Karen Ramberg
  • Libby Jackson
  • Ross Payne & Donna Kosloski Payne
  • Cynthia & Michael Cohen
  • Carolina & Ken Lofgren
  • Julia Chinnock and Richard Champalbert

We are inspired by their commitment to assuring the future of liberal religion in Central Florida, just as Caroline Gore did when she founded our church more than 100 years ago.

We thank all Endowment donor members for “paying it forward.”

For more information, email Endowment@OrlandoUU.org