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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

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??

Who is willing to learn more and agrees to do something about Planned Giving at your congregation?

Talk to your Rector as well!


Christian stewardship

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


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.


What are planned gifts

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?


Resources for ministry
Resources for Ministry that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

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)


What is special about planned giving

  • Future focus that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

  • 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?


Questions so far? that allow the donor to express his or her personal values by integrating charitable, family and financial goals.


Types of planned gifts
Types that allow the donor to express his or her personal values by integrating charitable, family and financial goals. 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


Promoting Planned Giving that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

  • For all levels of a PG program:

    • Awareness

  • Basic understanding of the “why’s” & “how’s” of planned giving

  • Competition from other charities


Identifying Donors that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

  • Age

  • Frequency of giving & longevity

  • Cumulative gifts

  • Other known planned gifts


Your pg ministry

  • “For Keeps” that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

  • Keep people informed

  • Keep track and respond to inquiries

  • Keep saying “Thank You” !

Your PG Ministry


Starting PG in your parish that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

  • 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


Pg resources from ecf

  • Resources from ECF that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

  • Booklets & Brochures

  • Funding Future Ministry

  • Life Income Gift Illustrations

  • Planned Giving Sponsored Website for Donors www.episcopalgifts.org

PG Resources from ECF


Recorded webinars to empower your leaders

  • Basics of Planned Giving for Parish Leaders that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

  • 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 [email protected] for links to recordings.


Upcoming Free Live Webinars that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

  • 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.


    At your service that allow the donor to express his or her personal values by integrating charitable, family and financial goals.

    • ECF always available to assist at (800) 697-2858

    • Jim Murphy, Managing Program Director,

    • Financial Resources

    • [email protected]


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