Dr. Wayne Clark, the UUA’s director of Congregational Stewardship Services, has written a post on the Congregational Stewardship blog about “Assuring the Long-Term Fiscal Stability of Your Congregation.” In it he notes that less than half of UU congregations have an active planned giving program. Planned giving is most often done with charitable bequests through a will or living trust, he says. Another means is by naming a congregation as a beneficiary of a life insurance policy or retirement plan.
An estimated 70 percent of all Americans die without a will and fewer than 10 percent of those capable of making a charitable estate gift have ever been asked, Clark says.
For a step-by-step guide to creating a planned giving program, see Clark’s book, Beyond Fundraising: A Complete Guide to Congregational Stewardship.