It is always surprising that congregations are managing their endowment investments locally, using an investment manager, and that manager is sometimes even a member. In some cases they are trying to maximize their profit, which is understandable if the congregation is in authentic financial jeopardy. Yet to do so, they might risk violating our Unitarian […]
Create Impact with Endowment Investments Read More »
Workshops and Other Events As I am back from the Unitarian Universalist Association General Assembly 2018, here is a brief report of my highlights for those who did not attend (and those who did!). Workshop: Calling Future Ancestors – Shaping Our Legacy Today Rev. Laura Randal and I presented this workshop. We had a good
UUA General Assembly 2018 Report Read More »
We hope you will join us for a workshop at the Unitarian Universalist General Assembly in June for our workshop: Justice, Stewardship, and White Supremacy. I am so proud to be in the robust company of folks putting this workshop together: Jessica Cloud of Starr King School for the Ministry Elizabeth Ann Terry of the
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If your congregation has a planned giving & endowment program, or you are starting one up, you already know that thinking about legacy is a deeper area of discernment. How do you bring that up with your congregants? How do you engage them more deeply in long range financial planning that is informed by their
Calling Future Ancestors – To General Assembly! Read More »
With the opportunity of The Legacy Challenge, many congregations are interested in launching or improving their planned giving and endowment programs. As with other parts of stewardship, there are different levels of support available to congregations: Peer to peer – search websites for sophisticated UU programs and contact those congregations, try the FaceBook UU Stewardship
Planned Giving Resources? Read More »
The Wake Now Our Vision (WNOV) Collaborative Campaign have posted a powerful new video on their page: http://wakenowourvision.org/ It is engaging, colorful, has wonderful messages, and packs a lot in a short video (just over 2 minutes)! Not only is this a wonderful example of a good stewardship video, you can show it in your
Legacy Challenge Video Posted Read More »
What kinds of gifts does your congregation want? What kinds of gifts is your congregation not prepared to accept? These two questions are pivotal to asking for and receiving financial gifts that will stabilize the congregation’s finances, fuel your mission, and prepare for the future. They also make a difference to people who want to
Webinar: Gift Acceptance Policy Read More »
Janet makes a planned gift to her congregation, and notifies the person on the committee assigned to keep that list. Allison also makes a planned gift to her congregation, and notifies the right person. However, Janet’s gift never “realizes” – that is, the congregation never receives that donation. Allison’s, on the other hand, does “realize”
Are Gifts to Your Congregation Secured? Read More »
(Katherine not a real person, nor is this story) Katherine was dedicated to her congregation; it was really her central community. She was fortunate to be financially stable, and lucky to be healthy and long lived. And she had a lawyer she trusted and updated the key documents as she went into different phases of
Katherine: A Planned Giving Story in Time Read More »
Once upon a time there was a congregation that never seemed to have enough money. It barely had enough to keep the regular parts of the budget going, let alone do all of the things they dreamed about. Then one day a big check arrived in the office. Actually, compared with the rest of their
The Parable of the Endowment Gift Read More »
