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  • Aid for UU staff and eligible family members, and other congregational staff is available through the Living Tradition Fund and other funds.
    Utility | By Richard Nugent | April 25, 2013
    Tagged as: #COVID19, Awards, Scholarships, & Grants, Benefits & Compensation for Congregations
    Page/Article
  • • Do you need to make changes to an employee's address, name, or salary? • Do you have an employee who has reduced their hours, been terminated, ended their employment or retired? • Do you have an employee who is moving from one congregation to another?
    Utility | April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • Formatted for printing: Health Care Reform Alert-March 2013 (PDF, 6 pages) Executive Summary Since enactment in 2010, provisions of the Affordable Care Act (ACA) have been gradually phased in. No more credible legal or legislative challenges are pending....
    April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • The Unitarian Universalist Association (UUA) Health Plan offers coverage to: Ministers under 65 Staff members under 65 Ministers and staff members over 65, who are enrolled in Medicare Parts A and B (Please visit our Medicare page for more information) Interns in candidate status (paid or unpaid)...
    Utility | April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • In addition to the decisions that individuals have to make about the Unitarian Universalist Association (UUA) Health Plan, congregational leaders must make some decisions. Congregational Leader Responsibilities Leaders must make sure that all eligible staff (receive a W-2 and working at least 750...
    Utility | April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • The Consolidated Omnibus Budget Reconciliation Act (COBRA) provides terminated employees the ability to continue coverage with the Unitarian Universalist Association (UUA) Health Plan. COBRA typically lasts for up to 18 months....
    Utility | April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • Amount of Coverage The amount of this group life insurance is 2 x annual earnings* (salary + housing for ordained clergy), up to a maximum of $200,000 *In order to adjust for actuarial risk, the amount paid in the event of death at age 65 is 60% of the original amount....
    Utility | April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • The annual premium for this long-term disability (LTD) coverage is 1.3% of the amount insured; divide that amount by 12 to obtain the monthly premium. ...
    Utility | April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • If long-term disability premiums are paid out of after-tax earnings, any benefits received are exempt from federal income tax. ...
    April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • Long-Term Disability (LTD) Insurance ...
    Utility | April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • Please communicate employee updates including income changes, terminations, retirement, elective drop of coverage, etc. by using the Insurance and Employee Changes Form. Do not send changes or other correspondence with payments....
    Utility | By William Lester | April 16, 2013
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • A fundraising campaign that began in 1993 at the First Unitarian Society of Wilmington, DE, now the First Unitarian Church, was supposed to be all about raising money for a new building project. But along the way the campaign came to be about more than just First Unitarian....
    By Donald E. Skinner | April 1, 2013 | From InterConnections
    Tagged as: Finance for Congregations, Governance for Congregations, Membership Growth & Outreach
    Page/Article
  • The Unitarian Universalist Association (UUA) Employee Benefits Trust, through its Board of Trustees and Health Plan staff, operates a self-funded health plan built on partnership. The Board of Trustees: Determines the benefits. Sets the rates. Determines eligibility. Oversees all operations....
    Utility | February 15, 2012
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • The Unitarian Universalist Association (UUA) Health Plan offers a Medicare Supplement policy for qualified age 65+ retirees and for age 65+ active employees. For qualified retirees, there are no special requirements other than being enrolled in Medicare parts A and B....
    Utility | February 15, 2012
    Tagged as: Benefits & Compensation for Congregations
    Page/Article
  • 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 Generosity
    Tagged as: Planned Gifts, Planned Giving for Congregations
    Page/Article
  • Neighborhood Church—Pasadena, CA ...
    Utility | June 17, 2011
    Tagged as: Corporate Responsibility, Finance for Congregations, Investments for Congregations, Socially Responsible Investing
    Page/Article
  • Most companies, like people, have a mix of strengths and opportunities for improvement. Companies’ mixed records can make it challenging for investors (and their managers) to determine whether they meet their social values, as well as their financial objectives. A growing number of benchmarks,...
    Utility | June 17, 2011
    Tagged as: Corporate Responsibility, Finance for Congregations, Investments for Congregations, Socially Responsible Investing
    Page/Article
  • Sample Endowment Documents The following sample documents can be useful to any congregation in the process of establishing an endowment fund. Enabling Resolutions for an Endowment Fund (PDF) Sample Endowment Document (PDF) Sample Endowment Investment and Distribution Policy (PDF) Establishing and...
    Utility | June 17, 2011
    Tagged as: Finance for Congregations, Investments for Congregations
    Page/Article
  • This model gives a general picture of progression in a congregation’s transition to a "stewardship culture" away from a "fundraising" mindset.
    Training | By Mark V. Ewert | June 14, 2011 (reviewed July 2025) | From LeaderLab
    Tagged as: Finance for Congregations, Fundraising for Congregations
    Page/Article
  • Changing your congregation's culture from a focus on money and fundraising to a culture of stewardship and generosity takes time and intention. Here are some sample activities spread out over a four year cycle.
    Training | May 17, 2011 (reviewed July 2025) | From LeaderLab
    Tagged as: Finance for Congregations, Fundraising for Congregations
    Page/Article