Planned Giving

Planned Giving: Leaving a Lasting Legacy at Union

Planned Giving allows individuals to realize their heartfelt values and priorities in a variety of ways. There are a variety of planned giving options that will benefit our donors, while advancing Union’s mission. From bequests to life insurance policies to charitable gift annuities, there are diverse giving vehicles that will allow you to support Union while realizing your own financial and philanthropic goals.

1836 Legacy Circle

Join Union’s esteemed 1836 Legacy Circle—a special group of alums, family, and friends who have generously committed to make a bequest or planned gift to Union Theological Seminary. As a member, you play a crucial role in securing the future of Union and preserving our institution’s legacy for generations to come.

For more information, contact Maura Smith, Vice President of Development and Alum Relations, at 617-875-2024 or at [email protected]. You can also explore planned giving options at no cost with our partner, Free Will  (https://www.freewill.com/utslegacygiving).


Profiles of 1836 Legacy Circle Donors

An elderly woman with short, curly gray hair and glasses is smiling. She is wearing a dark top and colorful dangling earrings. The background is softly blurred.

Message from the Rev. Virginia Bergfalk

Thursday, July 15, 2021

The Rev. Virginia K. Bergfalk ’81 first attended Union Theological Seminary on a full scholarship in the late ’50s but left to marry a Union graduate and become a missionary in South Africa during Apartheid. She came back to Union 20 years later to finish her degree and launch her own ground-breaking career as a

Read More
An older individual wearing a black and red academic gown and a blue academic hood smiles broadly while standing among other individuals in similar gowns who are applauding.

A Tribute to Dr. Katie Geneva Cannon by Delores Dixon

Friday, January 15, 2021

Rev. Dr. Katie Geneva Cannon was a student pursuing her Ph.D. at Union Theological Seminary when she forged what would become a lifelong friendship with Elder Delores “Dee” C. Dixon, who was Christian Education Director at The Church of the Master, Presbyterian Church where Dr. Cannon was an intern. Throughout their lifetimes, both Dr. Cannon

Read More
A bald man wearing glasses is dressed in a gray suit with a black dress shirt and patterned tie. He is standing indoors against a plain off-white wall, looking directly at the camera.

Union Taught Him to Ask Hard Questions

Monday, April 15, 2019

We regret to inform the Union community that Dr. David A. Sánchez ’06 died unexpectedly of heart complications while hiking in Eaton Canyon, Los Angeles, California, on Saturday, April 6, 2019. We are devastated. Dr. Sánchez’s obituary and a moving memorial written by a student at the university where he taught may be found far

Read More
A woman with shoulder-length blonde hair is smiling and wearing a green top and a dark green beaded necklace. She is in front of a white mantle with various colorful cards and photos displayed on it.

Studying at Union Was “a Dream Come True”

Friday, March 15, 2019

A conversation with Rev. Susan Sgarlat ’07 Susan Sgarlat, M. Div. ’07, has degrees from several prestigious institutions, but Union Theological Seminary is the only one she has put in her will. “I’ve attended a lot of different schools—a prep school, Barnard College, and Vanderbilt University Law School, but I have decided to designate Union

Read More
mr calvin mew

Calvin M. Mew ’73: Ad Executive Says Thanks with Life Insurance Gift

Monday, October 15, 2018

Calvin M. Mew ’73 never worked in a religious field, but he says that his religious education and his service as a tutor in New Testament at Union Theological Seminary shaped his life and his career as a high-powered advertising executive who helped turn Chrysler around. And that is why the longtime member of the

Read More
An elderly couple stands closely together, smiling at the camera. The man, in a dark suit, white shirt, and patterned tie, has short white hair and glasses. The woman, wearing a white, lacy blouse, has short gray hair. The background is neutral gray.

Rev. Carol F. Millspaugh ’69 and Rev. Dick D. Millspaugh ’70: Alum couple supports Union’s ongoing witness through monthly giving and planned gift

Monday, October 15, 2018

“Attending Union was one of the great joys and challenges of my life; my Union experience has blessed me, my family, and the churches I’ve served,” Carol Millspaugh, M.Div. ’69, writes. She applied to Union at the suggestion of Dr. Franklyn Josselyn, her religion professor at Occidental College and a Union alum, and thanks to

Read More
An older man with gray hair, dressed in a dark shirt and a green vest, is sitting in front of a bookshelf filled with various books. He is looking slightly to the left with an engaged expression on his face.

Why I Am Including Union in My Will

Saturday, July 15, 2017

Dr. Mark Juergensmeyer ’65 Award-winning author and university professor Dr. Mark K. Juergensmeyer, M. Div. ’65, wrote the following statement about why he has included Union Theological Seminary in his will: “Being in Reinhold Niebuhr’s last seminar—just being there—and watching James Muilenburg thunder down the aisle of the lecture hall while recreating the Genesis story of

Read More
An elderly couple is smiling at the camera. The woman on the left is wearing glasses, a red turtleneck, and a patterned sweater. The man on the right is also wearing glasses and a checkered shirt. They both have gray hair and cheerful expressions.

Couple Makes Annual Gifts, Major Gift, and Planned Gift

Tuesday, November 15, 2016

A conversation with Rev. Margaret C. “Peg” Miller ’66 and Rev. James H. Miller ’61 Jim and Peg Miller have been making annual gifts to Union Theological Seminary for more than 20 years, and in 2010 they made a major gift for the Institute of Art, Religion and Social Justice. They have also established a

Read More
An elderly man with glasses, wearing a suit and a colorful plaid tie, is smiling softly while posing against a blue backdrop with purple accents. He has white hair and is looking directly into the camera.

I Am Funding an Endowment with Several Types of Gifts

Thursday, September 15, 2016

A conversation with Dr. Edward LeRoy Long, Jr. ’48 Emeritus university professor and author Dr. Edward LeRoy Long, Jr., M.Div. ’48, wrote the following statement about why he created a charitable trust, established several gift annuities, and is making annual gifts—all to benefit Union through the Edward Long Endowment for Peace and Conflict Resolution Studies.

Read More
A person with short gray hair is standing in front of a wooden wall. They are wearing a light gray top and a dark gray scarf with decorative elements. They are smiling gently.

Union Helped Her Follow Her Heart

Thursday, September 15, 2016

A conversation with Rev. Sharon Nordmeyer Hope Rev. Sharon Nordmeyer Hope, M. Div. ’86, is giving back to Union Theological Seminary through her will because the seminary allowed her to follow her call—including setting up a full-time prison ministry while a student. “Union totally supported me,” Sharon said. “President Donald Shriver loaned me his car

Read More

GET THE LATEST NEWS AND EVENTS IN YOUR INBOX! Register Here