The Snapshot (see part 1 for the infographic): What work has the Stewardship For Us team been doing? Each year we look at our activities and try to account for where we have been working, and the nature of that work. We have sent information out to you before, calling it an “Annual Report.” Because […]
Stewardship For Us Snapshot of Work (part 2) Read More »
Re. Laura Randall is the Director of The Legacy Challenge , which gave a match for new planned gifts for the Wake Now Our Vision Collaborative Campaign initiative and Unitarian Universalist congregations. Interviewed by Mark Ewert, Rev. Laura gives us an update on the exciting and successful results of this program: Q: What is the estimated amount
Report on the Legacy Challenge Read More »
Your pledge drive needs to happen soon, but it is late and you still don’t have a drive leader, or maybe just got one in place! What are options for congregations when they don’t have time for: volunteer recruitment, good planning, identifying strategies that fit, creating effective messaging, or coordinating with other parts of the
Webinar: Planning Your Pledge Drive – LATE! Read More »
As we approach the end of the year, many of us are thinking about all we are grateful for and about how to make meaningful gifts in difficult times. “These are the days we are living in. Days that force us to consider how we combat the cruelty that would disperse tear gas (a chemical
Gratitude & Generosity: Year-end Giving Read More »
Do you think the time is ripening in your congregation to start working toward a capital campaign? Do you see one on the horizon and want to be ready for it? Do you want to get your professional and lay leaders on the same page, so your early planning efforts are aligned around a broader
Capital Campaign Webinars: How Do We Get There and Road-map Read More »
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 »
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
Justice, Stewardship, and White Supremacy 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 »
