Legacy Working Group

Legacy Process Documentation, provided by SNEUCC Legacy Corporation:

1. Checklist Living Legacy v2025 Appendix A
2. Legacy Working Group Description
3. Ministry Completion and LegacyProcess
4. Legacy Church Cost Considerations
5. Romero Prayer
6. Complete Living Legacy: Church Legacy & Closure Resource 2025 ed.

CCWM/Sanctuary UCC Working Documentation (under construction)

• CCWM Bylaws
• CCWM/Sanctuary UCC Voting Membership List (sent to team via email 2/5/2026)
• Core Values and Ministries
  • 2023 Discernment Process Webpage
  • 2023 Discernment Outcome Webpage
    • Stakeholder (Active in our Ministries) Feedback (see summaries)
    • Community Partners Feedback (see summaries)
    • Final Presentation: Sanctuary Why, Hopes, Ministries and Mission (page 9)

• Financial Reports
  • 2025.2026 Annual Meeting Documentation
    1. 2024.07.01 – 2025.06.20 YTD Budget Versus Actuals
    2. 2025.06.30 YTD Financial Position (QB Report Manually Updated with 06.30.2025 UCF)
    3. 2025.06.30 Report of the Trustees
    4. 2025.06.30 Restricted Fund and Restricted Savings Report
• Liabilities/Obligations
  • Senior Pastor Contract
    • 2025.2026 Senior Pastor Contract & Guarantee through Fiscal Year 2027
    • 2013.03.03 CALL AGREEMENT – Renewed Annually with Budgeted Salary and Benefit Increases & Updated Guarantee
  • Shiloh Baptist “Rental/Barter” Agreement – Memorandum of Understanding
  • Vendors
    • Copier
  • Subscriptions
  • Parsonage Utilities
• Assets
  • Property – 105 Brooks Street, Medford, MA
    • Deed
    • What else is needed to sell the house?
    • Equipment
  • Endowment Funds
    • 2025.06.30 UCF Funds Reports (In Dropbox)
    • Research About Restricted Funds (Paul)
      • 2025.11.25 UCFunds Account Summary Report
        • 302880 Cong’l Church of W. Medford-Dr. Bean Hospital (Restricted)
        • 302881 Cong’l Church of W. Barnes./Hanscom (Any Restrictions??)
        • 302882 Cong’l Church of West Medford Haynes (Unrestricted)
        • 302883 Cong’l Church of W. Medford – Misc Restricted
        • 302884 The CC of West Medford Sale Proceeds (+ Leavitt Estate )
      • 2025.06.30 Restricted Fund and Restricted Savings Report
• Ministries
  • List of current Mission Ministries: 2026 Legacy Working Group Asset Speadsheet
  • Media Collateral – Websites, pages, 
  • Things to be Archived
    • Baptisms
  • Things to be Stored??
    • 7 years of financial files

Legacy Working Group Meeting Agendas & Minutes

1. 2026.01.28 Legacy Working Group Meeting