Planned Giving Strategic Plan

Mission

The Planned Giving Committee supports the Summit mission by creating a firm financial foundation in service to future Summit generations.

Objectives

  • Educate Summit’s membership and friends about:
    •   planned giving platforms
    •   the UUA’s planned giving resources
    •   the role of the Endowment in Summit’s finances, in collaboration with the endowment committee
  • Create mechanisms to facilitate planned giving at Summit.

Responsibilities

  • Develop mission statement and planned giving policies.
  • Coordinate with UUA about planned giving protocols and resources.
  • Inform congregation about planned giving opportunities.
  • Develop a system for planned giving recognition.
  • Develop planned giving resources for Summit congregants.

Specific Measurable Goals 2017-18

  1. Continue to create momentum behind planned giving at Summit:
    1. Four presentations/events and articles in e-news per year
    2. Convene one donor recognition event or presentation—perhaps at Sunday Café
    3. Continue conversations with SUUF members about planned giving
  2. For phase III of the Donor Recognition Society: Develop a preliminary design and budget of Phase III of a donor recognition mechanism such as an artistic donor wall.
  3. Get budget to Finance Committee and Summit board in time to be included in FY 2018-19 budget.Design a Summit planned giving brochure.
  4. Grow list of past and current planned giving SUUF donors to 35.

Specific Measurable Goals 2018-19

  1. Continue to create momentum behind planned giving at Summit:
    1. Four presentations/events and articles in e-news per year
    2. Convene one donor recognition event or presentation—perhaps at Sunday Café
    3. Continue conversations with SUUF members about planned giving
  2. For phase III of the Donor Recognition Society.
  3. Grow list of past and current planned giving SUUF donors to 40.

General Goals 2019-2022

  1. Grow list of past and current planned giving SUUF donors to 45—2019-20
  2. Grow list of past and current planned giving SUUF donors to 50—2020-2021
  3. Grow list of past and current planned giving SUUF donors to 55—2021-2022


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