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 »
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 »
In Part I, the focus was on a monthly program testimonial for year-round messaging on WHAT you accomplish and WHY (see Ideas to Boost Funding for Your Programs – PART I ). In Part II, let’s think about the visual way we represent our funding needs at an annual meeting and/or in our annual pledge
Ideas to Boost Funding for Your Programs – PART II 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 »
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 »
Consulting with Stewardship For Us is only part of my vocational life. The other part is that I am a professional leadership coach. I work with families and funding organizations on their philanthropy (charitable giving), and I coach nonprofit leaders. “Coach” is a term that is bandied around a lot, however it is actually a
Professional Coaching is a Discipline Read More »
Do you think your Planned Giving program is firing on all cylinders? Is it vibrant and engaging or barely there? Are you really ready for The Legacy Challenge or does it need some shaping up? Rather than Planned Giving, I prefer the term: Long Term Stewardship That’s because people give more long term gifts, because
Ready for Planned Giving? Read More »
