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Your Planned Giving program should create momentum through marketing. Include short testimonials during Sunday services, place announcements and gift stories in the newsletter, publicize a list of people who already have Unitarian Universalism in their Wills, write letters, use brochures, make a permanent legacy display in the church building. Include people of all ages. Create opportunities to recognize and honor your elders and their service to our Unitarian Universalist (UU) community. The elders will feel appreciated, and they are living history, memories, and resources.

Cultivate your planned giving prospects. Discover what they really like about your UU community, visit them regularly, and find ways for them to get involved. When they give, thank them and recognize their contribution publicly. This may be particularly important for someone who does not get out very often.