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Evaluate and Revise Your Planned Giving Program

Every 3-5 years, review the work of your committee. Review policies and procedures. Study the gifts you have received, looking for patterns that might guide your work for the next few years. Contact the Unitarian Universalist Association (UUA) Office of Planned Giving for a telephone consultation on what to consider in your evaluation, what new trends or gift arrangements are recommended, and what services (print material, gift analysis, tips) the UUA offers to our member congregations.

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This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Friday, June 17, 2011.

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