Cash Match to Encourage Legacy Giving

By now you’ve probably heard about the Wake Now Our Vision campaign, which encourages legacy giving to UU organizations – including your congregation – through a matching challenge program.   If you’d like to learn more about it, plan to attend one of the free webinars offered by the UUA Office of Stewardship and Development over the next few months.  Each webinar will cover the basics of a healthy legacy giving program and a discussion of the Wake Now Our Vision Legacy Challenge.

The webinars are free but will surely fill up, so pick one and plan to sign on early.   The first one is coming up on St Patrick’s Day — could you find a better way to celebrate?Let's Incorporate e-Giving

Following are the nuts and bolts and how to join:

Our Shared Future: Legacy Giving in UU Congregations

Would you like to learn how to encourage your members, friends, and supporters to shape the future of Unitarian Universalism and to make a difference through legacy giving? Join us for a webinar to be presented once a month beginning in March!

Jay Pacitti, UUA Legacy Gifts Officer will present the basics of legacy giving and best practices for building a healthy legacy giving program in your congregation, and Laura Randall, Legacy Campaign Director will discuss the Wake Now Our Vision Legacy Challenge. We will be hosting this free webinar on the following Saturdays:

  • March 17, 2018, 1:00 p.m. – 3:00 p.m. EDT
  • April 21, 2018, 1:00 p.m. – 3:00 p.m. EDT
  • May 12, 2018, 1:00 p.m. – 3:00 p.m. EDT
  • June 9, 2018, 1:00 p.m. – 3:00 p.m. EDT

The material presented will be the same at each webinar; this is not a series. Each workshop will consist of a presentation followed by Q&A.

All are welcome! This workshop is designed for board members, ministers, fundraising volunteers, legacy giving committee members, and finance committee members who want to learn about soliciting, managing, and stewarding legacy gifts to ensure that Unitarian Universalism is answering the call of love for generations to come.

Please note: other individuals are welcome, but should be aware that this workshop will focus on organizational planning, and will not address personal planning questions.

As learning takes root more effectively when two or more people from the same religious community attend, we encourage you to have more than one person from your congregation attend this webinar.

Each webinar will use the Zoom video conference platform. To join a webinar, please click the link below, OR to join by telephone, call the phone number below and enter the meeting ID number:

To join by Videoconference:   https://zoom.us/j/6515921651

To join by Telephone:  Phone: 408-638-0968    Meeting ID: 651 592 1651

There is no fee to attend this workshop.  RSVP is not required, but the presentation will be limited to the first 200 participants to join.

To learn more about legacy giving, visit www.uualegacy.org,  where you will find helpful information and tools. To learn more about the Wake Now Our Vision Legacy Challenge, visit www.wakenowourvision.org.

About the Presenters

Rev. Laura Randall has served our UU faith through ministries of stewardship and chaplaincy since 2013. As a fundraiser, educator, and hospice chaplain, Laura enjoys helping people explore the many ways legacy enriches our time here on earth.

Jay Pacitti joined the UUA in March 2017. Jay has extensive experience in many aspects of fundraising, special events, and nonprofit management, and enjoys combining his affinity for trusts and estates law with his nonprofit and fundraising experience.

Barry Finkelstein, S4Us

 

 

2 thoughts on “Cash Match to Encourage Legacy Giving”

  1. Holley Haymaker

    Just checking – we don’t need to RSVP but we better sign on on that day fairly early in order to join the webinar – is that correct?

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