First off, thank you for your patience! Circumstances these past few months did not allow for sending out Pledge Statements. Current ones will go out the week of November 10th.
I am working with Susan, our Business Manager, to convert Pledge Tracking from the current platform we have been using (Servant Keeper) to Quickbooks. We will run dual systems for a few months until we are sure all the data has been transferred. There is nothing you need to do to prepare for this change but please call or email me with any questions.
Lastly, you may have received an email from our UUA Office of Planned Giving entitled “How New Laws Affect Your Giving.” Those of you considering using your 401K plans to fund your pledges may find useful information there. Check out the article here: https://plannedgiving.uua.org/2025-year-end
As always thank you for the trust you have placed in me as your Collector. It is an honor to serve this generous congregation in that capacity. –Carla Corey, Collector@uuchelmsford.org
