Stewardship Kaleidoscope Successful Wills and Bequests Programs for Congregations Presented by Marc Carmichael R&R Newkirk Company Why Launch a Wills Program? Majority of planned gifts come from wills Simple gifts to understand and promote Any church can do it
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R&R Newkirk Company
“Will you include our Church in your will?”
Where did donors first get the idea to make charitable gifts by will or trust?
No. 1 answer: Publications received from the organization.
If Your $ 500 You Can $ 12,500
Annual $1,000 Perpetuate $ 25,000
Gifts $1,500 Them with a $ 37,500
Total: $2,000 Bequest of $ 50,000
$5,000 at Least: $125,000
LexingtonHouse (859) 277-6135
Many planned giving officers say only 25% of donors disclose bequest expectancies in advance. Anticipate that 75% of matured bequests will arrive unannounced.
Presbyterian Endowment Education and Resource Network: www.peernetwork.org
Bequeath ordinary income and tangible personal property to church
Ted DeGrazia, artist
Residuary bequests can be uncertain
“I outlived three husbands and everybody else in my family”
Charitable Remainder Trusts Family