Reviews and Testimonials

Capital Campaign

Exceeded our goal

Barry Finkelstein gave our recent capital campaign a needed boost of expertise and coaching. From the initial “Next Steps Weekend” that determined our readiness to take on a major capital project to my final call over a year later that we had, in the end, exceeded our fund-raising goal, he was with us every step of the way. Now we are working with our architects on final building designs and will soon break ground, thanks to Barry’s guidance.

Bob McArthur, Chair, Building Project Steering Committee and Board of Trustees member,

Unitarian Universalist Fellowship of Athens, Athens, GA.

Pledge increased by 50% directly after the training

Barry “helped us with the training for the capital campaign and the stewardship drive. That training actually caused a capital campaign pledge to increase by 50%, directly after the training. Barry was exceptionally well tuned into who we are and what our needs were.”

Conrad Paul, Stewardship Leader, Mountain Vista UU Congregation, Tucson, AZ

Capital campaign much more successful

Our capital campaign was much richer and more successful from having your guidance.

Jamie Sharp, Capital Campaign volunteer UU Society of Iowa City, IA

Worked well with leadership

“Barry is a great communicator with good experience in supporting Capital Campaigns. He has worked well with leadership and has been well received.”

George Belsey, CC Co-chair, First Universalist, Denver

Financial Feasibility Study

Home visits well received

“Kay gave us good advice … about the state of our financial picture and guidance about how best to proceed. We planned a clear campaign and made home visits which were well received. The service was a very good value for the cost and helped us a great deal.”  

– President, Bozeman Unitarian Universalist Fellowship

Extremely accurate predictions

“Barry was very effective in his work with our campaign staff, and was extremely accurate in his predictions about our fundraising potential. His interviews with our leadership donors were also very effective. I have had several opportunities to speak with leaders in other congregations around the country about Barry’s abilities. I and others at First Unitarian recommended him highly without hesitation.”

John Hartgering, Treasurer, First Unitarian Church of Orlando.

Next Steps Weekend

A really good fit for us

Barry’s work with us “…provided a clearer picture of our strengths, weaknesses and how to address both as we move forward toward a capital campaign. I heard many people say they thought Barry was a really good fit for us. I happen to agree.

Jane Mayer, Board President, UU fellowship of Athens GA

One of the best years I have seen

Bill, the ministry is going very well. With the enthusiasm you generated during your visit and the work of many local folks, we have experienced one of the best years I have seen in a long time. Following your recommendations, we have moved to a twelve-month stewardship committee and we have added the minister and president as advisors to the endowment committee. Plans are underway to promote endowment and begin a legacy program. We are planning multiple years for stewardship.

Board Chair, Unitarian Universalist Church of Chattanooga, TN

Nothing but good comments

Bill, we are slowly digesting your report.  I think that we had you come at a very opportune time. I have heard nothing but good comments about the Next Steps Weekend. What – no one wants to complain????  Amazing!

Stewardship Chair, Accotink Unitarian Universalist Church

Excellent summary report

We are all looking forward to your onsite presence. I was blown away when you paid us your Next Steps Visit last year. I came to attend one meeting early on Saturday and ended up staying for most of the day. I pick up your excellent summary report whenever the need arises — it is the most thorough, impartial and informative guideline that we have. Especially now that we are shaking so many trees simultaneously, many of those old leaves want to continue hanging on to their old familiar branches.

Finance Trustee, North Shore Unitarian Church, Deerfield, IL

One word… Outstanding

I would sum up the weekend with one word … outstanding! Thanks to you and the UUA for making such an excellent resource available to us here in Stow.

Roy Miller, Stewardship Chair, First Parish Church of Stow and Acton

Looking forward to financial feasibility study

Stewardship consulting review

Steve Clem

“Kay was excellent [and] provided a great deal of information. We’re looking forward to the next phase – the Financial Feasibility Study. ”

– Steve Clem, Cascade Unitarian Universalist Fellowship

Exceeded our goal

Barry Finkelstein gave our recent capital campaign a needed boost of expertise and coaching. From the initial “Next Steps Weekend” that determined our readiness to take on a major capital project to my final call over a year later that we had, in the end, exceeded our fund-raising goal, he was with us every step of the way. Now we are working with our architects on final building designs and will soon break ground, thanks to Barry’s guidance.

Bob McArthur, Chair, Building Project Steering Committee and Board of Trustees member,

Unitarian Universalist Fellowship of Athens, Athens, GA.

Insights are right on

The overwhelming response has been positive to not only your small group and one-on-one meetings, but various members of the congregation have given unsolicited responses in praise of your presentation following Sunday’s service – that you are knowledgeable – and “expert”, that you come across as warm, caring and empathetic, and that your insights are/were valuable or “right on.”

Administrator, UU Church of Asheville

Guidance about how best to proceed

“The service was a very good value for the cost and helped us a great deal. [Kay provided] direct advice about the state of our financial picture and guidance about how best to proceed.”

– Amanda Cater, Unitarian Universalist Fellowship of Bozeman

Stewardship Drive

Above and beyond expectations

Bill,

Thank you so much for all your help — you definitely went above and beyond our expectations.

Stewardship Chair, Unitarian Universalist Fellowship of Raleigh, NC

Enthusiastic thanks

Let me add my enthusiastic thanks for your very wise assistance to us. You helped us sort through some ideas and get the big picture, as well as getting some thorny details figured out. You also confirmed our basic approach to stewardship that increases our confidence and, indeed, energy going into the next campaign. We contrasted our meeting last night with the meeting two years ago and celebrated our progress.

Sue Wilson, Past President Universalist Church of West Hartford

You light chalices of the heart

Bill, what a pleasure it was to finally get to meet you face to face and hear you in person. Thanks for all your good work. You do indeed light chalices of the heart and spirit!

Senior Minister, Unitarian Universalist Congregation of Atlanta

Very easy to work with

Overall, Mark is the best consultant with whom I have worked with in our congregation over the years. He is very insightful, direct and helpful. It is very easy to work with Mark and he is very efficient with his time. And, he interfaces well with congregational members and friends.

Creighton Cray, Stewardship Leader, Community UU Church of White Plains, NY

Webinars

Skills and tools to bring to congregation

“Barry Finkelstein’s keynote on Stewardship was the most valuable feature. It was thought-provoking while also giving me skills and tools to bring back to my congregation.”

SLD Leadership Day attendee

Webinar very helpful

I found the webinar very helpful and informative. The sound quality was excellent and the slides/graphics were a real enhancement and easy to read. I would like to thank your moderator, Mark Ewert, for an excellent job.

Frank Holstein, Board member, Unitarian Universalist Church at Washington Crossing, NJ

Webinar… hanging on every word

Thank you so much. We had five members of the Board of Trustees from NWUUC – Atlanta, present in my living room for your webinar. We were hanging on every word, and we’ll be discussing your thoughts in greater detail at our upcoming board meeting, and going forward.

David Zenner, Board member, Northwest Unitarian Universalist Congregation, Sandy Springs, GA