Leave a Lasting Legacy
We invite you to make a lasting investment in Seattle’s Union Gospel Mission, advancing our mission as we address root causes and break the cycle of homelessness by meeting urgent physical needs, building relationships, and offering long-term recovery programs, as we have done for more than 90 years!
Our planned giving consultation is confidential and designed to support you in accomplishing your charitable goals.
Leave a Planned Gift in your will
Gifts by will are one of Seattle’s Union Gospel Mission most important sources of support. Unrestricted gifts give us the greatest flexibility to use funds where they are most needed for our neighbors.
You may leave the Mission:
How to name the Mission in your will
Legal name: Seattle’s Union Gospel Mission
Address: PO Box 202 Seattle, WA 98111-0202
Federal tax ID#: 91-0595029
Sample language
"I give and bequeath to Seattle’s Union Gospel Mission, PO Box 202, Seattle, WA 98111-0202 [the sum of __________ Dollars ($____)] [ _______ % of the rest, residue and remainder of my estate], to be used for its general charitable purposes."
Notify the Mission of your gift
We hope you’ll let us know when you have named Seattle’s Union Gospel Mission in your will or trust so that we can thank you and include you in our Peterson Heritage Society, our group for legacy giving members.
If you have questions, please contact:
Kaitlyn Anderson, Mid-Level Giving Manager
(206) 432-8404 kanderson@ugm.org
Name the Mission as a beneficiary
Naming Seattle’s Union Gospel Mission as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support the lifesaving work of our organization without changing your will or living trust. Beneficiary designation gifts pass directly to the Mission without going through the probate process and go right to work to help us see every homeless neighbor beloved, redeemed, and restored.
Retirement accounts
Many of our donors name the Mission as a beneficiary of all or a specified percentage of their IRA, 401(k), 403(b), or other retirement plan.
Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they're often considered among the best assets to leave to charity.
How to name the Mission as a beneficiary on your retirement accounts
Ask your retirement plan administrator or financial institution for a change of beneficiary form. Please list us as:
Legal Name: Seattle’s Union Gospel Mission
Address: PO Box 202 Seattle, WA 98111-0202
Federal Tax ID #: 91-0595029
Notify us of your beneficiary designation
Please let us know when you’ve made a beneficiary designation for the Mission so that we can thank you and include you in our Peterson Heritage Society, our group for legacy giving members.
If you have questions, please contact:
Kaitlyn Anderson, Mid-Level Giving Manager
(206) 432-8404 kanderson@ugm.org
Other ways to name the Mission as a beneficiary
Bank and investment accounts & commercial annuities
You can leave a legacy by naming the Mission as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check with your financial institution to see if this option is available to you.
Life insurance policies
If you have a life insurance policy that is no longer needed for your family, designating the Mission as a beneficiary is a simple way to support our work.
Join the Peterson Heritage Society
The Peterson Heritage Society (PHS), the Mission’s legacy giving society, includes the Mission’s most faithful supporters and advocates who share our commitment to seeing our homeless neighbors lives restored.
The Peterson Heritage Society – established to honor those who have made a long-term commitment to our future – is named after the Mission’s Founder Dr. Francis O. Peterson.
Members include those who have made the ultimate commitment to the Mission - who have shared with us their plans of a future gift to the Mission by way of a will, gift annuity, insurance policy, beneficiary, trust or another planned gift.
As a member of the Peterson Heritage Society, you also will receive select pieces of communication such as:
To let us know that you have made a Planned legacy gift to Seattle’s Union Gospel Mission, or if you have questions, please contact:
Kaitlyn Anderson, Mid-Level Giving Manager
(206) 432-8404 kanderson@ugm.org
