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Introduction, Workshop 11: Faithful Investing

In "The Wi$dom Path: Money, Spirit, and Life," a Tapestry of Faith program

It is only by following your deepest instinct that you can lead a rich life, and if you let your fear of consequence prevent you from following your deepest instinct, then your life will be safe, expedient and thin. — Katharine Butler Hathaway, 20th-century U.S. American writer

This workshop looks at implications of entrusting our surplus financial resources—our investable capital—to others in exchange for the promise of future financial benefit. Through investing we can create opportunities for others to produce things of value and yield an economic return, in a manner—we hope—that aligns with both our moral values and worldly objectives. At its best, investment connects people in a way that creates and enhances possibilities for all concerned. The workshop explores investing our resources toward such an end, in a meaningful and mindful way. The workshop introduces Socially Responsible Investing, defined on the Unitarian Universalist Association website as "making money and making a difference."

This workshop introduces the basics of investment and invites participants to bring moral and spiritual values to bear on the information presented. Be prepared to offer resources for people who wish to find out more about investment and/or about Socially Responsible Investing (SRI). For investment basics, a good place to start is the "university" page of, which offers a variety of tutorials or the Financial Education Clearinghouse of the Washington State Department of Financial Institutions. The UUA website has excellent resources on SRI. Explore these sites before leading the workshop so you will be comfortable recommending them.

Review the Accessibility guidelines in the program Introduction under Integrating All Participants.

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Last updated on Friday, November 22, 2013.

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