planned giving: giving from the heart and soul

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

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

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Page 1: Planned Giving: giving from the heart and soul

Planned Giving: giving Planned Giving: giving from the heart and soulfrom the heart and soul

Inviting Disciples to Inviting Disciples to fund future ministryfund future ministry

Page 2: Planned Giving: giving from the heart and soul

Luke 12:13-21Luke 12:13-21

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

Page 3: Planned Giving: giving from the heart and soul

Luke 12:13-21, cont’dLuke 12:13-21, cont’d

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

Page 4: Planned Giving: giving from the heart and soul

The Rich Fool forgot…The Rich Fool forgot…

Three fundamental facts:Three fundamental facts: Human mortality in this lifeHuman mortality in this life Eventuality of future lifeEventuality of future life One’s future life is being One’s future life is being

prepared for by one’s actions prepared for by one’s actions in this lifein this life ““And the things you have And the things you have

prepared, whose will they be?” prepared, whose will they be?”

Page 5: Planned Giving: giving from the heart and soul

““The Great Transfer” is UnderwayThe Great Transfer” is Underway

Boston College’s Boston College’s Center on Center on Wealth and PhilanthropyWealth and Philanthropy reports: reports: Over Over $40 Trillion$40 Trillion to be transferred to be transferred

from one generation to another from one generation to another between 2001-2052. between 2001-2052.

Modest projections anticipate at Modest projections anticipate at least $6 trillion will pass to least $6 trillion will pass to charitable organizations.charitable organizations.

Unless you’re prepared, and ask, Unless you’re prepared, and ask, you will not receive…you will not receive…

Page 6: Planned Giving: giving from the heart and soul

The least used rubric in the The least used rubric in the Book of Common PrayerBook of Common Prayer

The Minister of the Congregation is The Minister of the Congregation is directed to instruct the people, from directed to instruct the people, from time to time, about the duty of time to time, about the duty of Christian parents to make prudent Christian parents to make prudent provision for the well-being of their provision for the well-being of their families, and of all persons to make families, and of all persons to make wills, while they are in health, wills, while they are in health, arranging for the disposal of their arranging for the disposal of their temporal goods, not neglecting, if temporal goods, not neglecting, if they are able, to leave bequests for they are able, to leave bequests for religious and charitable uses.religious and charitable uses.

BCP, page 455BCP, page 455

Page 7: Planned Giving: giving from the heart and soul

Can you say, “Intestacy”?Can you say, “Intestacy”? Intestacy: dying without a Intestacy: dying without a

“Last Will and Testament.”“Last Will and Testament.” Some 50 to 70% of church Some 50 to 70% of church

members die without a will. members die without a will. When you die without a will, When you die without a will,

your State of residence provides your State of residence provides formula for dividing your estate.formula for dividing your estate. It isn’t pretty.It isn’t pretty.

The State makes no charitable The State makes no charitable contributions on your behalf.contributions on your behalf. Bummer.Bummer.

Page 8: Planned Giving: giving from the heart and soul

Creating a last will and testament Creating a last will and testament provides control over your estate and provides control over your estate and allows you to leave bequests for the allows you to leave bequests for the things that things that mattermatter to to youyou..

““The Minister of the Congregation is The Minister of the Congregation is directed to instruct the people, from time directed to instruct the people, from time to time, about the duty of Christian to time, about the duty of Christian parents to parents to make prudent provision for make prudent provision for the well-being of their familiesthe well-being of their families, and , and of of all persons to make willsall persons to make wills, while they , while they are in health, arranging for the disposal are in health, arranging for the disposal of their temporal goods, not neglecting, of their temporal goods, not neglecting, if they are able, to if they are able, to leave bequests for leave bequests for religious and charitable usesreligious and charitable uses.”.”

Page 9: Planned Giving: giving from the heart and soul

Have a plan for developing Have a plan for developing Planned GivingPlanned Giving

““You have not, because you You have not, because you have not asked.” have not asked.”

Every congregation should have Every congregation should have an endowment and information an endowment and information made available to parishioners made available to parishioners on how to leave a bequeston how to leave a bequest

Create a Legacy SocietyCreate a Legacy Society You You willwill be surprised at some be surprised at some

people’s generosity!people’s generosity!

Page 10: Planned Giving: giving from the heart and soul

Eight Things to Think About Eight Things to Think About Before Starting a Non-profit Before Starting a Non-profit Planned Giving Program Planned Giving Program 1. Understand what planned 1. Understand what planned

giving is and what it does for giving is and what it does for donors.donors.

2. Make sure that your 2. Make sure that your organization is around when a organization is around when a donor's last wishes are read.donor's last wishes are read.

3. Consider your organization's 3. Consider your organization's mission, goals, and activities.mission, goals, and activities.

Page 11: Planned Giving: giving from the heart and soul

Eight Things to Think About Eight Things to Think About Before Starting a Non-profit Before Starting a Non-profit Planned Giving Program, cont’d. Planned Giving Program, cont’d. 4. Can your organization 4. Can your organization

articulate how planned gifts will articulate how planned gifts will be spent?be spent?

5. Can you offer innovative thank 5. Can you offer innovative thank you’s and meaningful recognition you’s and meaningful recognition opportunities for your donors?opportunities for your donors?

6. Does your organization 6. Does your organization command community respect command community respect and stature in its field? and stature in its field?

Page 12: Planned Giving: giving from the heart and soul

Eight Things to Think About Eight Things to Think About Before Starting a Non-profit Before Starting a Non-profit Planned Giving Program, cont’d. Planned Giving Program, cont’d.

7. Have you done your 7. Have you done your homework?homework?

8. How strong is your financial 8. How strong is your financial management?management?

Once you have answers to these Once you have answers to these questions, you can confidently questions, you can confidently begin.begin.

Page 13: Planned Giving: giving from the heart and soul

Build relationships!Build relationships! People truly want to “make a People truly want to “make a

difference” and give to something difference” and give to something larger than themselveslarger than themselves

People will support that to which they People will support that to which they are committed, value and believe in.are committed, value and believe in.

The Gospel Mission and Vision of The Gospel Mission and Vision of your congregation is an ultimate your congregation is an ultimate “larger than life” mission, and people “larger than life” mission, and people willwill support it. support it.

KEY: Show people how you will be KEY: Show people how you will be responsible with their bequests!responsible with their bequests!

Page 14: Planned Giving: giving from the heart and soul

Episcopal Church FoundationEpiscopal Church Foundation

Exists to serve you and your Exists to serve you and your congregation in this most important congregation in this most important task of developing Planned Givingtask of developing Planned Giving

Offer multiple, easy to implement Offer multiple, easy to implement approaches to creating a fruitful approaches to creating a fruitful Ministry of Planned GivingMinistry of Planned Giving

Colorful, informative brochures that Colorful, informative brochures that explain things in plain Englishexplain things in plain English

Expert support from ECF staffExpert support from ECF staff

Page 15: Planned Giving: giving from the heart and soul

THANK YOU!THANK YOU!

Contact the ECF for more Contact the ECF for more information, literature, and information, literature, and Planned Giving approachesPlanned Giving approaches