Q: When is a good time to think about Planned Giving for your congregation? A: All year long – yes, that was a trick question. Some congregations do not have an active Long Term Stewardship program, so let’s hope this set of words help spur some interest, since a good time to get started or […]
Glossary of Stewardship Terms, Part 2: Long Term Stewardship Read More »
I always ask the congregations with whom I work, “What is the purpose of your endowment?”, and “How have you laid out its uses, and what triggers those disbursements?” It is important to make sure the policies that control the use of your endowment are clear, functional and well documented. For congregations with an endowment
Using your Endowment During Financial Emergencies 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 have a special treat for this post: a guest blogger, Tom Dudzinski, who writes about the power of video storytelling in the service of UU stewardship, especially capital and combined campaigns. Tom is a pro who brings decades of video and communications experience to enhance congregations’ ability to reach and engage members and friends.
The Power of Video Storytelling, by Tom Dudzinski Read More »
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 »
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
Cash Match to Encourage Legacy Giving Read More »
