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1U Endowment Fund

ENDOWMENT
First Unitarian Church Of Orlando Endowment Fund, Inc.

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
Al Wileden – President (term ends 2020)
Steph Garber – Vice President (term ends 2020)
Mike Haddad – Treasurer (term ends 2019)
Diane P. Kerkhoff – Secretary (term ends 2018)
Mike Cohen – Trustee (term ends 2018)
Jean Siegfried (term ends 2018)

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 church 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) and $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.

Caroline Gore Legacy Society (CGLS)

Endowment Board

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

Charter members of the Caroline Gore Legacy Society

  • 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

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.

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

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

Contact: Endowment@OrlandoUU.org