How many of you would rather have a root canal than talk with members of your congregation about money? Why is money such a touchy topic? In the words of Rev. Jan Christian, a minister on staff for the UUA’s Pacific Western Region, “Our wounds are often deep when it comes to money and our […]
Talking About Money with Care Read More »
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 »
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 »
Confused? Hopeful? Concerned? Join the Club! If your congregation is like most, you have a LOT of concerns about the “Tax Cuts and Jobs Act” signed into law the close of 2017. A number of us gave our 2018 contributions early, in an effort to ensure tax deductions were in place. A lot of
Talking About Those New Tax Laws Read More »
If your congregation is like many others, when asked about the plans to replace facilities (equipment and structures) that will eventually wear out, the response is “What plan?” Some do have such a plan, although its often more of a wish list or at best a guess list. But some do have good planning in
How Planned is that “Planned Replacement Program for Facilities” of Yours? Read More »
You know the rest – you have to spend money to make money, or in this case, to raise money. Occasionally a congregation will let us know that it has decided to engage a Stewardship for Us consultant but does not have the money in its current year budget. And of course, once the decision
You have to spend money to… Read More »
