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 »
Knowing when it is time to turn the page is an essential skill – for congregations and for individuals I’ve seen it more times than I can count. A congregation makes a transition, occasionally to fix something that is broken, but more often to take advantage of new opportunities or meet new challenges. A
Farewell to All That Read More »
We are delighted to welcome Rachel Maxwell to our team of consultants! Rachel has a lifelong commitment to helping people use money to create real value in the world. Most recently she co-founded and led Community Sourced Capital, an innovative lending platform that helped people come together to form zero-interest loans for the small businesses
Welcome Rachel Maxwell! 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 »
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 »
Just to be clear – We posted this on 1 April, but this is NOT an April Fools Day post! Its the real deal. 🙂 The S4Us team asked for your suggestions and priorities for the next round of webinars and you provided a terrific list of topics. We have strived to combine as many
Spring 2018 Webinars are Set! 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 »
