Displaying 1 - 10 of 25

This list includes every page or product from UUA.org, UU World magazine, or inSpirit books & gifts that is tagged with Planned Giving for Congregations or its children.

  • The UUA’s Legacy Gifts Office offers a number of services, including an online workshop to assist congregations in creating legacy giving programs.

    October 4, 2022 | From MidAmerica News
    Tagged as: Planned Giving for Congregations
  • Collaborative campaign garnered more than $100 million in new legacy gift intentions.

    By Laura Randall | March 1, 2020 | From UU World
    Tagged as: Planned Giving for Congregations, Stewardship, Giving & Generosity
  • The UUA has resources to help organize a planned giving program in your congregation.

    By Michael Hart | February 15, 2017 | From UU World
    Tagged as: Death, Generosity, Planned Gifts, Planned Giving for Congregations
  • Attorneys, real estate brokers, bankers, accountants, stock brokers, financial planners, and life insurance agents who are members of your congregation can be a tremendous help to your program. These people can give you referrals to excellent professional advice (helping you to create a list of...

    October 2, 2014
    Tagged as: Fundraising for Congregations, Planned Giving for Congregations, Finance for Congregations, Giving & Generosity
  • Adopt new guidelines (or revise existing ones) for a congregational endowment fund. ...

    Utility | January 23, 2014
    Tagged as: Fundraising for Congregations, Planned Giving for Congregations, Finance for Congregations, Giving & Generosity
  • Customizable Planned Giving Resources for Your Congregation Close the Gaps in Your Estate Plan A list of easy actions individuals can take to make sure their estate plan is the best it can be. "Close the Gaps" Short Copy (Word, 165 words) (PDF) Medium Copy (Word, 309 words) (PDF) Long Copy (Word,...

    Utility | August 29, 2011
    Tagged as: Fundraising for Congregations, Planned Giving for Congregations, Finance for Congregations, Giving & Generosity
  • The Association's Office of Legacy gifts has free brochures and booklets for your congregation's planned giving program. The popular brochures are available in downloadable PDF files and cover the most common questions and planned gift types. Go to Planned Giving Brochures & Booklets to learn...

    Utility | August 19, 2011
    Tagged as: Fundraising for Congregations, Planned Giving for Congregations, Finance for Congregations, Giving & Generosity
  • Planned Giving is a form of stewardship for the future. Individuals generally contribute assets they have accumulated during their lifetimes (savings, investments, real estate, retirement plan benefits, life insurance policies, and tangible personal property) — rather than giving from annual...

    Utility | June 17, 2011
    Tagged as: Fundraising for Congregations, Planned Giving for Congregations, Finance for Congregations, Giving & Generosity
  • Your congregation's mission or "vision" statement should be compelling. How contributions will actually be used should be common and public knowledge. If gifts are going to your endowment fund, prospective donors will want to know how their gifts will be invested and managed, how endowment earnings...

    Utility | June 17, 2011
    Tagged as: Fundraising for Congregations, Planned Giving for Congregations, Finance for Congregations, Giving & Generosity
  • Your program also needs to be able to process and administer gifts. Obtain the services of a broker to receive gifts of securities, mutual funds and the like; some might do this for a reduced fee or gratis. Work out an accounting system for gifts to the endowment. Make sure all contributions are...

    Utility | June 17, 2011
    Tagged as: Fundraising for Congregations, Planned Giving for Congregations, Finance for Congregations, Giving & Generosity