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NATIONAL ASSOCIATION OF UNITED METHODIST FOUNDATIONS. PLANNED GIVING HANDBOOK. 2005. THE CHURCH ETERNAL. “Dearly beloved, the Church is of God and will be preserved to the end of time . . . .”. Yet far too often, Churches take the short-term view. ANNUAL BUDGET SETS OUR TIME HORIZON.

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Presentation Transcript
slide2

THE CHURCH ETERNAL

“Dearly beloved, the Church is of God and will be preserved to the end of time . . . .”

slide5

DEVELOPING LONG-RANGE PLANNING

Three-year pledges for a capital fund drive is a beginning

slide6

WHAT ABOUT A PERMANENT FUND FOR OUR CHURCH ?

  • Gifts for tomorrow
  • Practice our liturgy
  • Expand future ministry
slide7

ENDOWMENT AS HERITAGE

A way to give that establishes a source for future funding

  • A way to invite donors to give to something they know will last
set policies early
SET POLICIES EARLY

Local boards of trustees

and Endowment committees

recommend fund policies

Charge Conference approves establishment of the fund

consider three endowments
CONSIDER THREE ENDOWMENTS

Property Maintenance

Missions

General Endowment

slide10

PROPERTY MAINTENACE

  • Take care of what we already have
  • Improve and construct
  • what we will need in the years ahead
slide11

MISSIONS

  • Offer Christ beyond the doors of our church
  • Expand outreach of church’s ministry
slide12

GENERAL ENDOWMENT

  • For special needs
  • Approve by leadership
expand giving possibilities
EXPAND GIVING POSSIBILITIES
  • Allows giving from “two pockets”
  • Helps people think about stewardship
  • Establishes another stream of income
help donors achieve their goals
HELP DONORS ACHIEVE THEIR GOALS
  • Life Income
  • Family support
  • Charitable provisions
slide15

WHY THE IMPORTANCE?

Why an Endowment Fund ?

1 ½ to 2 % of UMs die each year

Yet very few of our UM churches receive planned gifts on regular basis

41 000 000 000 000
$41,000,000,000,000

Inheritances over next 50 years

Estimate 10% to religious institutions

Good planned giving program crucial

how do we start
HOW DO WE START?

Invite a representative

from your regional United

Methodist Foundation

to meet with you

what are the results
WHAT ARE THE RESULTS?

“. . . Church will be preserved to the end of time.”

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