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 Legacy Gifts for a conversation 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.