Workshop 11: Faithful Investing

Beautiful orange sunset over a deep blue ocean. — Tapestry is Sunsetting

The UUA is no longer updating Tapestry of Faith programs.

Part of The Wi$dom Path, Adults: Money, Spirit, and Life

In This Section

Introduction
From The Wi$dom Path

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. writer Broadly defined, to invest…
Workshop-at-a-Glance
From The Wi$dom Path

Activity Minutes Opening 10 Activity 1: What Is Investment?…
Spiritual Preparation
From The Wi$dom Path

How aware are you of your attitudes and practices regarding investment? Reflect on these questions. Before the workshop, make time to share with your co-facilitator responses to the following questions: When have you invested time, energy, love, or money in a person, entity, or project in hope of…
Opening
From The Wi$dom Path

Activity time: 10 minutes Materials for Activity Chalice, candle, and lighter or an LED/battery-operated candle A chime or a small bell Optional: An object to pass from speaker to speaker during discussion…
Activity 1: What Is Investment?
From The Wi$dom Path

Activity time: 10 minutes Materials for Activity Newsprint, markers, and tape Preparation for Activity Write on newsprint and post: For investment basics: the “TutorialsInvestments…
Activity 2: Investment Philosophies and Experiences
From The Wi$dom Path

Activity time: 20 minutes Materials for Activity Handout 1, Financial Investment History Questions Paper and pens Timer Optional: Clipboards Preparation for Activity Copy Handout 1 for all participants. Arrange the room so all participants will be able to find a comfortable place to reflect and…
Activity 3: Socially Responsible Investing
From The Wi$dom Path

Activity time: 20 minutes Materials for Activity Handout 2, Interfaith Center on Corporate Responsibility Handout 3, Ten Things All UUs Should Know about Socially Responsible Investing Newsprint, markers, and tape Paper and pens Optional: A computer with a projection screen, digital projector, an…
Activity 4: Prophetic, Parallel, and Institutional
From The Wi$dom Path

Activity time: 25 minutes Materials for Activity Story 1, Unitarian Universalism Approves Fossil Fuel Divestment Handout 4, Prophetic, Parallel, and Institutional Newsprint, markers, and tape Optional: An object to pass from speaker to speaker during discussion…
Closing
From The Wi$dom Path

Activity time: 5 minutes Materials for Activity Chalice, candle, and lighter or LED/battery-operated candle Taking It Home handout A copy of Singing the Living Tradition, the Unitarian Universalist hymnbook Preparation for Activity Customize Taking It Home, include resources from Find Out More, a…
Leader Reflection and Planning
From The Wi$dom Path

Make time for individual reflection and discussion with your co-facilitator after the workshop. Consider these questions: What worked well in today’s workshop? How can these elements or approaches be repeated or amplified in the future? What was most challenging? What could be done to make these…
Faith In Action: Congregational or Organizational Investment Philosophy
From The Wi$dom Path

Materials for Activity Newsprint, markers, and tape Detail of current investments held by your congregation or organization Preparation for Activity Talk with appropriate staff and lay leaders in your congregation or organization to share plans for this activity and to identify those who make…
Alternate Activity 1: Shareholder Advocacy
From The Wi$dom Path

Activity time: 20 minutes Materials for Activity Story 2, UUA Persuades Verizon to Protect Transgender Workers Preparation for Activity Read the story and prepare to present. Optional: Copy the story for all participants. Description of Activity Read the story aloud….
Taking It Home: Faithful Investing
From The Wi$dom Path

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. writer With family or friends,…
Story 1: Unitarian Universalist Association Approves Fossil Fuel Divestment
From The Wi$dom Path

Delegates to the Unitarian Universalist Association’s 53rd General Assembly approved divesting the UUA of most of its investments in companies that produce or process fossil fuels, including oil, natural gas, and coal
Story 2: UUA Persuades Verizon to Protect Transgender Workers
From The Wi$dom Path

By Michelle Bates Deacon. Published in UU World online, February 27, 2012. For each of the last five years, the Unitarian Universalist Association has filed shareholder resolutions with Verizon Communications to urge the corporation to add “gender identity or expression” to its nondiscrimination…
Handout 1: Financial Investment History Questions
From The Wi$dom Path

Where and from whom did you first learn about financial investing? What did your parent(s), mentors, religious community, school, or friends teach you? Are you aware of financial investments made by your municipality, congregation, or other organization important to you? Have you been in a…
Handout 2: Interfaith Center on Corporate Responsibility
From The Wi$dom Path

From the website of the Interfaith Center on Corporate Responsibility (www.iccr.orgDialogues Roundtables…
Handout 3: Ten Things All UUs Should Know about Socially Responsible Investing
From The Wi$dom Path

From the Unitarian Universalist Association’s (UUA’s) Committee on Socially Responsible Investing (CSRI). Find full text on the UUA website. 1. Socially Responsible Investing (SRI) means making money and making a difference. 2. SRI is much more than just avoiding bad companies. 3. “Investment…
Handout 4: Prophetic, Parallel, and Institutional
From The Wi$dom Path

Adapted from a handout originally published in Workshop 2 of Resistance and Transformation: Unitarian Universalist Social Justice History. [N]ot all change is effected in the same way…There is more than one way to resist injustice, and more than one way to work for the transformation of our world.
Find Out More
From The Wi$dom Path

Investment basics and tutorials Berkshire Hathaway Inc.: An Owner’s Manual, A Message from Warren E. Buffett, Chairman and CEO, January 1999. “Investing 101,” a tutorial on the Investopedia website. “Inv… Your Money Basics,” CNNMoney. “Investments” page of SaveAndInvest.org. Socially…

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Workshop 11: Faithful Investing

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