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Preparing for Planned Giving Ministry

Preparing for Planned Giving Ministry. Jim Murphy, Managing Program Director, ECF July 13, 2013 The Episcopal Network for Stewardship . Episcopal Church Foundation. Empowering Congregations!. Who will be your PG Shepherd??.

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Preparing for Planned Giving Ministry

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  1. Preparing for Planned Giving Ministry Jim Murphy, Managing Program Director, ECF July 13, 2013 The Episcopal Network for Stewardship

  2. Episcopal Church Foundation Empowering Congregations!

  3. Who will be your PG Shepherd?? Who is willing to learn more and agrees to do something about Planned Giving at your congregation? Talk to your Rector as well!

  4. Essential elements: As Christians, we believe part of our response to God’s love is to support the ministry of the Christian church. • Vision & Mission: Tell your story • Policy & Structure: Show that funds will be safe • Educate & Enlighten: Respond to the Vision Christian Stewardship

  5. Types of Gifts • Ordinary - Annual Stewardship/Annual Giving • Funds contributed toward on-going daily ministry and operation of a congregation. • Extra-Ordinary - Capital Campaign • Special funds raised for a specific need, typically for new or enhanced facilities. • Ultimate - Planned Giving • Gifts to support the future ministry and security of a parish and its mission.

  6. Planned gifts are a variety of charitable giving methods that allow the donor to express his or her personal values by integrating charitable, family and financial goals. What are Planned Gifts?

  7. Resources for Ministry Ultimate - Planned Giving The Minister of the Congregation is directed to instruct the people, from time to time, about the duty of Christian parents to make prudent provision for the well‑being of their families, and of all persons to make wills, while they are in health, arranging for the disposal of their temporal goods, not neglecting, if they are able, to leave bequests for religious and charitable uses. (BCP pg. 445)

  8. Future focus • Donor passion • A planned gift raises the congregation to the level of family in a person’s estate plans • Sensitivity to individual needs, estate planning and end of life issues • Building trust & sustaining awareness What is special about Planned Giving?

  9. Questions so far?

  10. Types of Planned Gifts • Bequests given through wills • (80% of Planned Gifts) • Life Income Gifts (LIG) • Pooled Income Funds (PIF) • Charitable Gift Annuities (CGA) • Charitable Remainder Trusts (CRUT/CRAT) • Special Asset Gifts: 401(k) & Tax Deferred Accounts, Life Insurance, Real Estate, other appreciated property • Charitable Lead Trusts

  11. Promoting Planned Giving • For all levels of a PG program: • Awareness • Basic understanding of the “why’s” & “how’s” of planned giving • Competition from other charities

  12. Identifying Donors • Age • Frequency of giving & longevity • Cumulative gifts • Other known planned gifts

  13. “For Keeps” • Keep people informed • Keep track and respond to inquiries • Keep saying “Thank You” ! Your PG Ministry

  14. Starting PG in your parish • Every Parish can have a Program • Start where you are now • Seek to move to the next level with the help of the Episcopal Church Foundation

  15. Resources from ECF • Booklets & Brochures • Funding Future Ministry • Life Income Gift Illustrations • Planned Giving Sponsored Website for Donors www.episcopalgifts.org PG Resources from ECF

  16. Basics of Planned Giving for Parish Leaders • Basics of Endowment Management for Parish Leaders • Prospective Donors of Planned Gifts • Basics of a Capital Campaign • Annual Stewardship • Vestry Leadership 101 Recorded Webinars to Empower your Leaders Contact Jim at Jmurphy@episcopalfoundation.org for links to recordings.

  17. Upcoming Free Live Webinars • Successful Legacy Societies • July 10– RECORDING AVAILABLE • Basics of a Capital Campaign • August 21, 2013 – 7:00 PM – 8:00 PM Eastern Time • October 2, 2013 - 7:00 PM – 8:00 PM Eastern Time • Stewardship for the New Millennium • September 10, 2013 – 7:00 PM – 8:00 PM Eastern Time • Basics of Parish Finance • October 8, 2013 – 7:00 PM – 8:00 PM Eastern Time • Basics of Endowments • October 29, 2013 – 7:00 PM – 8:00 PM Eastern Time Check our website, under Events, for more info.

  18. At your service • ECF always available to assist at (800) 697-2858 • Jim Murphy, Managing Program Director, • Financial Resources • jmurphy@episcopalfoundation.org • Meg King, Assistant Program Director, • Financial Resources • mking@episcopalfoundation.org

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