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PRACTICAL PLANNED GIVING IN CONGREGATIONS

PRACTICAL PLANNED GIVING IN CONGREGATIONS. PLANNED GIVING. ANNUAL GIVING. Planned Giving – in General :. What is it?. Planned Giving. In 2008 bequests to charities totaled $22,600,000,000.

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PRACTICAL PLANNED GIVING IN CONGREGATIONS

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  1. PRACTICAL PLANNED GIVING IN CONGREGATIONS

  2. PLANNED GIVING ANNUAL GIVING Planned Giving – in General: What is it?

  3. Planned Giving In 2008 bequests to charities totaled $22,600,000,000. This has caught the attention of major charities, and they have allocated significant resources to pursuing planned gifts. Those charities are run like a business. They’ve hired staff, assigned goals, developed enormous marketing budgets and brought in vast sums of money.

  4. Planned Giving Universities, hospitals, museums, arts, health societies, retirement communities,etc. Think about: What are your top 5-10 organizations? What are they doing?

  5. Planned Giving HOW ARE WE DOING? A small minority of churches are doing quite well. In any given year:  25% congregations get a bequest  Of those the average is $54,000

  6. Planned Giving How are they doing so well? Study the top 20 - bequest receiving churches of 2008 Commonalities: • Average $2,000,000+ • Support from denominational Foundation • Committee • Multi-year Effort • Pastor involvement • Communications with congregation

  7. Planned Giving FUNDAMENTAL BEST PRACTICES • Case Statement • Committee specifically on Planned Giving, diverse membership • Policies and Guidelines • Investment – often under auspices of separate committee • Committee Charter and Guidelines; roles, responsibilities, reporting • Endowment Policy; distribution policy, spending policy • Gift / Donation Acceptance Policy • Annual Report – financial information and gift impact information • Leadership education • Leadership participation; gifts and support

  8. Planned Giving FUNDAMENTAL BEST PRACTICES continued • Pastor support and involvement • Sermons • Basic knowledge of and comfort with planned giving • Congregational Communications • Regular communications; newsletter, bulletins, minute for mission • Recognize wills emphasis Sunday • USE THE PRESBYTERIAN FOUNDATION • Highly skilled professionals employed to support you • High quality print materials for churches • Manage the gift tools for your Church

  9. Understand the planned giving tools

  10. Planned Giving RESOURCES

  11. Planned Giving RESOURCES

  12. Planned Giving Fundamentals (Bare Minimums) • Policies • Leadership understanding of planned gifts • Communications plan • Other

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