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 Guidelines for Pledging
June, 2010
The 2009-2010 fiscal year was a huge success, in many ways, and a departure from some best practices. Ultimately, though, what matters is what you thought about it.
For example, instead of the 'visiting stewards' program that so many of you are used to, we held 'neighborhood meetings' in which 6-10 members/friends joined with a Stewardship facilitator to discuss the good, the bad, and the ugly, so to speak. While this seemed a positive process for many of you, any feedback you have would be appreciated.
In terms of pledging, we separated that into a month-long process, tabling during coffee hours during the month of March. That process was somewhat less successful, as pledging continued - unintentionally - well into May, which made the budgeting estimation process rather challenging. What would have worked better for you?
At present, pledges are just short of $249,000, in close sight of our $250,000 goal. I am thrilled and grateful for the generosity of the congregation.
Come talk to any member of the Stewardship Committee Phyllis Daniel, Marlene Brown, Jill Smith, Grace Lorentzen, Pauline McMahon, or myself. Please also welcome new Committee Member James Lang, and feel free to come join our team (first Thursday at 7pm, generally in the Lounge). Thanks again for a wonderful Stewardship Season.
In faith,
Lara Helfer (Chair, Stewardship Committee)
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Planned Gifts
The Board of Trustees at the Unitarian Universalist Church of Long Beach has adopted a Policy Statement for Planned Gifts. Planned gifts are often thought of as gifts that are received after the donor dies, but this is not necessarily true. Planned gifts come in many different ways and are all set up to take full advantage of current federal tax laws. It is not unusual for the donor to increase her or his income by making the right kind of gift, so it is a win-win way of giving.
If you would like to know more before we produce a brochure, or if you have remembered UUCLB in your estate plans already, please let Rev. Forsey know. Call the church office (562) 597-8445 or email Rev. Forsey at
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. If she can't answer any questions you may have, she can point you in the right direction.
Thank you for considering the UU Church of Long Beach.
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