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Planned Giving: giving from the heart and soul

Planned Giving: giving from the heart and soul. Inviting Disciples to fund future ministry. Luke 12:13-21.

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Planned Giving: giving from the heart and soul

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  1. Planned Giving: giving from the heart and soul Inviting Disciples to fund future ministry

  2. Luke 12:13-21 Someone in the crowd said to him, ‘Teacher, tell my brother to divide the family inheritance with me.’ But he said to him, ‘Friend, who set me to be a judge or arbitrator over you?’ And he said to them, ‘Take care! Be on your guard against all kinds of greed; for one’s life does not consist in the abundance of possessions.’Then he told them a parable: ‘The land of a rich man produced abundantly. And he thought to himself, “What should I do, for I have no place to store my crops?”

  3. Luke 12:13-21, cont’d Then he said, “I will do this: I will pull down my barns and build larger ones, and there I will store all my grain and my goods. And I will say to my soul, Soul, you have ample goods laid up for many years; relax, eat, drink, be merry.” But God said to him, “You fool! This very night your life is being demanded of you. And the things you have prepared, whose will they be?” So it is with those who store up treasures for themselves but are not rich towards God.’

  4. The Rich Fool forgot… Three fundamental facts: • Human mortality in this life • Eventuality of future life • One’s future life is being prepared for by one’s actions in this life • “And the things you have prepared, whose will they be?”

  5. “The Great Transfer” is Underway • Boston College’s Center on Wealth and Philanthropy reports: • Over $40 Trillion to be transferred from one generation to another between 2001-2052. • Modest projections anticipate at least $6 trillion will pass to charitable organizations. • Unless you’re prepared, and ask, you will not receive…

  6. The least used rubric in the Book of Common Prayer • 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, page 455

  7. Can you say, “Intestacy”? • Intestacy: dying without a “Last Will and Testament.” • Some 50 to 70% of church members die without a will. • When you die without a will, your State of residence provides formula for dividing your estate. • It isn’t pretty. • The State makes no charitable contributions on your behalf. • Bummer.

  8. Creating a last will and testament provides control over your estate and allows you to leave bequests for the things that matter to you. • “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.”

  9. Have a plan for developing Planned Giving • “You have not, because you have not asked.” • Every congregation should have an endowment and information made available to parishioners on how to leave a bequest • Create a Legacy Society • You will be surprised at some people’s generosity!

  10. Eight Things to Think About Before Starting a Non-profit Planned Giving Program • 1. Understand what planned giving is and what it does for donors. • 2. Make sure that your organization is around when a donor's last wishes are read. • 3. Consider your organization's mission, goals, and activities.

  11. Eight Things to Think About Before Starting a Non-profit Planned Giving Program, cont’d. • 4. Can your organization articulate how planned gifts will be spent? • 5. Can you offer innovative thank you’s and meaningful recognition opportunities for your donors? • 6. Does your organization command community respect and stature in its field?

  12. Eight Things to Think About Before Starting a Non-profit Planned Giving Program, cont’d. • 7. Have you done your homework? • 8. How strong is your financial management? • Once you have answers to these questions, you can confidently begin.

  13. Build relationships! • People truly want to “make a difference” and give to something larger than themselves • People will support that to which they are committed, value and believe in. • The Gospel Mission and Vision of your congregation is an ultimate “larger than life” mission, and people will support it. • KEY: Show people how you will be responsible with their bequests!

  14. Episcopal Church Foundation • Exists to serve you and your congregation in this most important task of developing Planned Giving • Offer multiple, easy to implement approaches to creating a fruitful Ministry of Planned Giving • Colorful, informative brochures that explain things in plain English • Expert support from ECF staff

  15. THANK YOU! • Contact the ECF for more information, literature, and Planned Giving approaches

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