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Trainings, consultants, and resources for your annual stewardship campaign, endowment, and planned giving such as legacy gifts and bequests.Utility | February 10, 2025 | From LeaderLabTagged as: Fundraising for Congregations, Planned Giving for Congregations, Stewardship for CongregationsPage/Article -
Additional tips and ideas to make your congregation's planned giving program successful!November 18, 2021 (reviewed March 2025) | From LeaderLabTagged as: Planned Giving for CongregationsPage/Article -
![Brooksby Village visit to UUA 3[1]](/files/styles/square_320x320/public/images/growing_uu/Brooksby-Village-visit-to-UUA-31-300x201.jpg?h=3100613b&itok=YG5yZmtk)
Legacy giving is all about cultivating authentic and meaningful relationships, having direct conversations including the ask, and keeping the relationship going.November 18, 2021 (reviewed March 2025) | From LeaderLabTagged as: Planned Giving for CongregationsPage/Article -
A roadmap for your planning including guidelines, identifying donors, making the ask, continuing the relationship, and communication tips.November 18, 2021 (reviewed March 2025) | From LeaderLabTagged as: Planned Giving for CongregationsPage/Article -
The different types of planned giving include bequests, umbrella giving, and life income gifts. They can include real estate, mineral and timber rights, oil and gas leases, as well as money.November 18, 2021 (reviewed March 2025) | From LeaderLabTagged as: Planned Giving for CongregationsPage/Article -
Planned Giving -- including bequests, trusts and other legacy gifts -- enable your members and friends the opportunity to continue support of the congregation after they pass on.By UUA Stewardship and Development | November 18, 2021 (reviewed July 2025) | From LeaderLabTagged as: Planned Giving for CongregationsPage/Article -
Planned giving uses some standard fundraising techniques, but with much more emphasis on building a relationship before, during, and after the pledge or gift is received.November 12, 2021 (reviewed March 2025) | From LeaderLabTagged as: Planned Giving for CongregationsPage/Article -
Collaborative campaign garnered more than $100 million in new legacy gift intentions.By Laura Randall | March 1, 2020 | From UU WorldTagged as: Giving & Generosity, Planned Giving for Congregations, StewardshipPage/Article -
The UUA has resources to help organize a planned giving program in your congregation.By Michael Hart | February 15, 2017 | From UU WorldTagged as: Death, Generosity, Planned Gifts, Planned Giving for CongregationsPage/Article
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Umbrella giving enables people to donate cash, or stocks, as well as create bequests or charitable gift annuities to their congregations or other UU entities through the UUA.Utility | By UUA Stewardship and Development | September 8, 2011 | From Giving and GenerosityTagged as: Planned Gifts, Planned Giving for CongregationsPage/Article -
Q. We had an awkward situation recently when our church sold a piece of furniture that a member had donated. The member felt we should have kept it. We felt that once it was donated it was the congregation’s to do with as it wished. Do other congregations have policies covering donated items? A.By Donald E. Skinner | October 15, 2005 | From InterConnectionsTagged as: Conflict Management in Congregations, Facilities Management, Finance for Congregations, Governance for Congregations, Planned Giving for CongregationsPage/Article
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Q. We are developing a policy on accepting gifts to our congregation. We want to accept them, but many come with stringent conditions and restrictions. What should we do? A....By Donald E. Skinner | August 1, 2000 | From InterConnectionsTagged as: Planned Giving for CongregationsPage/Article
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Pennies and nickles from church school children, combined with larger donations from adult members, helped the endowment fund at Cedar Lane Unitarian Universalist (UU) Church in Bethesda, MD (917 members), grow past a million dollars last year.November is Endowment Month at Cedar Lane, and that's...By Donald E. Skinner | June 1, 1999 | From InterConnectionsTagged as: Finance for Congregations, Fundraising for Congregations, Governance for Congregations, Investments for Congregations, Leadership Development, Planned Giving for CongregationsPage/Article