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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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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
Yet far too often, Churches take the short-term view


Annual budget sets our time horizon
ANNUAL BUDGET SETS OUR TIME HORIZON


DEVELOPING LONG-RANGE PLANNING

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


WHAT ABOUT A PERMANENT FUND FOR OUR CHURCH ?

  • Gifts for tomorrow

  • Practice our liturgy

  • Expand future ministry


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


PROPERTY MAINTENACE

  • Take care of what we already have

  • Improve and construct

  • what we will need in the years ahead


MISSIONS

  • Offer Christ beyond the doors of our church

  • Expand outreach of church’s ministry


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


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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