Congregational Stewardship Self-Assessment
Rank on continuum from 1-3: 1=excellent — 2=pretty good — 3=needs attention
___ Our mission and acts of generosity are clearly connected to our Unitarian Universalist identity and principles.
___ Our wider community knows what we stand for and what we support because of our visibility. (Examples of community visibility are photos, letters, thank you notes, stories in local or UUA media, posted on website and bulletin boards).
___ There are opportunities for all ages to make an offering during worship services.
___ We have a shared offering program through which the congregation can support other worthy community programs, social justice causes, and UU organizations.
___ We offer a planned giving program with clear options and policies for receiving bequests, restricted gifts, or endowed funds.
___ Acts of generosity by individuals and groups are recognized and honored in the congregation, to a similar degree as volunteer time commitments.
___ Our congregation’s building and facilities include points of entry, sanctuary, classroom spaces, offices, outdoor spaces are carefully tended, well maintained and visually appealing and inviting to visitors.
___ Our congregation is intentional about its hospitality efforts.
___ We are welcoming to people from diverse cultural and economic backgrounds.
___ Our annual budget reflects our congregation’s mission and Unitarian Universalist values.
___ Pledges and congregants’ contributions comprise at least 70% of our budgeted operating income.
___ Our annual budget includes financial support of district and wider Unitarian Universalist Association at the requested levels.
___ Our congregation is committed to fair compensation for our professional staff and employees.
___ Children, Youth and Young Adults are included in our congregation’s giving and stewardship activities.
___ Our congregation practices stewardship as a year-round activity.
___ Our annual financial needs and giving expectations are clearly conveyed to new members, and stewardship information is shared with prospective members.
Assessment Follow Up: Prioritize all ranked 2’s and 3’s and determine action steps to improve stewardship in those areas.
~Rev. 8.2015, LBA