UU Resource Guide
Audits & Fiscal Controls
Amanda Bell – Bookkeeper
Bookkeeping / Financial Review
Used by LREDA; very competent and reasonably priced
Audits & Fiscal Controls
Goodney & Etter
General accounting & fiscal controls
Used by UUWF; one founder is UU
Board Development / Training
Board Source
Board training resources
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Board Development / Training
DRUUMM
Job descriptions
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Board Development / Training
Local Foundations
Board development referrals
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Board Development / Training
UUA Leader Lab
Board basics training
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Board Development / Training
UU Board Foundations Course
UU board foundations training
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Bookkeeping & Accounting
Simple Office Solutions
Full-service bookkeeping for UUs
Contact: Libby Hanna | $40/hour
Capacity Building / Time Budgeting
Leela Sinha – Intensives Institute
Time budgeting, capacity building coaching
Zee/zir pronouns; intensity-based coaching
Communication Channels
MailChimp
Bulk email platform
Free under 2000 contacts; not a favorite, but functional
Constituent Engagement
Every Action / Bonterra
CRM, event scheduling, fundraising
Used by UUWF
Constituent Engagement
Blessed Bee by HP
UU-themed gifts & merchandise
Queer-Owned, Trans-Owned, UU-Owned
Databases
Airtable
Operational database development
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Databases
Aplos
Fund accounting CMS
Used by LREDA; simple website builder; $1300/year for <1500 contacts
Databases
Every Action
CRM, fundraising, communications
Used by Side With Love; $5K/year for up to 5K contacts
Databases
GiveLively- Not Recommended
Campaign + ticket platform
Not a good CRM; limited ticketing
Databases
WildApricot
Membership and event platform
Used by DRUUMM/JSL; responsive platform; requires expert developer
Facilitation / Staff Development
Rev. Crystal Saiyge Consulting
Allyship training, retreats, virtual facilitation
$250/hr flexible; East Coast; hello@crystalsaiyge.com
Fundraising
Faithify
UU-specific crowdfunding platform
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Fundraising
Fund for UU
Grants for UU-specific work
Up to $15,000
Fundraising
Jodi Glaser Consulting
Fundraising planning & strategy
$150/hr; works remotely from MN; built fundraising plan for UUWF
Fundraising
Klein and Roth Consulting
Social justice fundraising training
Known as UU SJ fundraising gurus; The Rowe Center & UUFP subsidize sessions
Fundraising
Zeffy
No-fee donation platform
Used by LREDA; not main donation platform
Fundraising
Email Platforms
Giving Tuesday templates
Most platforms offer this
Governance / Board Leadership / Decision-Making
(Your info could be here!)
(Your info could be here!)
(Your info could be here!)
HR Policy
AJ Blackwood
HR Manual template
Template expected August
HR Policy
Jan Gartner (UUA)
UUA retirement & benefits support
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HR Policy
Local Nonprofit Associations
HR compliance resources
Example: Nonprofit Association of Oregon; offers templates and legal coaching
Legal
Bolder Advocacy
Nonprofit legal guidance
In development – Pablo was researching
Merchandise
Blessed Bee by HP
UU-themed gifts & merch
Queer-Owned, Trans-Owned, UU-Owned
Payroll Management
Gusto
Payroll, benefits & HR
Works well for teams in multiple states
Payroll Management
Paychex Payments
Payroll services
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Program Workplans
(Your info could be here!)
(Your info could be here!)
(Your info could be here!)
Strategic Planning
Kathy Burek Consulting
Strategic planning support
Former UUA Board member; led strategic planning for ICUUW
Succession Planning (Board + Staff)
(Your info could be here!)
(Your info could be here!)
(Your info could be here!)
Websites
BridgesUU
Congregational website template
Currently being developed by AJ
Websites
Rev. Crystal Saiyge Consulting
Website and landing page design
$250/hr or $100 for landing pages; hello@crystalsaiyge.com; Afterpay & Affirm accepted
Websites
Damjan Brkic
Web designer/developer (remote)
Based in Serbia; recommended by Kelly
Websites
Kendra Kreative
UUWF web designer
$90/hr; nonprofit rate: $75/hr; based in Milwaukee
Website
Ladyweave Web Design
Web/graphic design & hosting
$85–$150/hr; run by Gretchen Ohmann; based in Michigan