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 »
(Katherine not a real person, nor is this story) Katherine was dedicated to her congregation; it was really her central community. She was fortunate to be financially stable, and lucky to be healthy and long lived. And she had a lawyer she trusted and updated the key documents as she went into different phases of
Katherine: A Planned Giving Story in Time 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 »
Two Opportunities with Time Limits Coming Up We have two events/activities on the horizon; don’t miss out on either. UUA General Assembly: Many of us will no doubt be attending the UUA General Assembly in New Orleans this month. It’s always a fascinating experience and a chance to learn much that you can share with others. This
Don’t Let the Calendar Sneak Up on You! Read More »
Mark Ewert is a stewardship consultant with the Stewardship For Us team. Mark can be reached at mewert@stewardshipforus.com, via the UUA’s Congregational Stewardship Resources page, (http://www.uua.org/finance/fundraising/consulting), or through your regional staff.
We Lay Foundations… Read More »
What Are We Supposed to Do Next? A New Webinar to Get You Off to a Great Start on Your Next Campaign Your stewardship campaign for this year is finally over. Take a well-deserved break. But first – let’s take a few notes and make some preliminary steps, learning from this year and using
Congratulations, Your Stewardship Drive is Over! Now What?! 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 »
In response to our call last month for a better graphic image than that tired old thermometer to depict progress on your stewardship campaign, you came up with some really clever ideas you have used either this year or in the recent past. Thanks for sharing! There are a lot of good ideas out there.
The Thermometer is Banished! Finding a Better Image for Your Campaign Read More »
Quite often we get questions about how to tailor the Suggested Fair Share Contribution Guide for people who do not have regular paychecks or predictable income streams. This includes retirees who draw from IRAs or 401Ks for much of their living expenses, and for whom Adjusted Gross Income understates their income and financial capacity. It
Answers to Your Questions about the Suggested Fair Share Contribution Guide Read More »
Does your Commons area have a Stewardship Station, where all can come aboard to learn and share? by Bill Clontz, Stewardship Consultant Walk into just about any of our congregations and in the Commons or Greeting Table area, you will find an array of literature about Unitarian Universalism. Happily, one will also usually find much
All Aboard at the Stewardship Station! Read More »
