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Endowment Ministry

Discover the 10 compelling reasons why our church should have an endowment ministry. Explore how planned giving can benefit our church and support programs and ministries in perpetuity. Learn how to make a legacy gift and contribute to our church's future.

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Endowment Ministry

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  1. ((YOUR)) United Methodist Church Endowment Ministry

  2. Our Vision (( insert a picture of your congregation ))

  3. My Story

  4. 10 Reasons Our Church Should Have an Endowment Ministry • If you are not asking the members of your church for planned gifts, you can bet someone else is... • Eventually that "someone else" will win their cash gifts too as planned gifts come from the heart. • Hard economic times when people are "cash-starved" are the best times for planned giving. • Those churches who even have a go at planned giving eventually earn 25% to 100% more than those who don't. • A typical planned gift is 200 to 300 times the size of the member's annual gift.

  5. 10 Reasons Our Church Should Have an Endowment Ministry • Planned gifts do not affect your church member's annual giving. Repeat: Planned gifts do not affect your church member's annual giving. • Church members are often eager to make a planned gift but don't know how. Or are never asked. And some are even offended that they aren't asked by their church! • Church members who make gifts through their wills typically are unknown and can surprise you. • Anyone can make a planned gift. • By working with the Rocky Mountain United Methodist Foundation's staff, promoting planned giving in your church is easy.

  6. Why do we need an Endowment Ministry?

  7. $41 trillion Wealth transfer in the next 20 years

  8. Why do we need an Endowment Ministry?

  9. Why do we need an Endowment Ministry?

  10. Stewardship as a way of life.

  11. Free image courtesy of FreeDigitalPhotos.net

  12. What is an endowment? Establish a church endowment

  13. 1. Permanent Fund or Source of Income

  14. 2. Support Programs and Ministries

  15. Perpetuity 4. Invested in Perpetuity Permanent source of income

  16. ENDOWMENT GIFTS Life Insurance Death Benefits Bequests Charitable Trusts and Annuities Cash Retirement Plan Assets Real Estate Stocks and Bonds Savings Bonds

  17. Examples of Legacy Giving? How Do You Make an Endowment Gift?

  18. 1. Leave a Final Tithe in Your Will 10%

  19. Members of Every Means How do we define Legacy Giving?

  20. 2. Meet with a member of our Endowment Committee and explore the options. .

  21. 3. Contact Mountain Sky United Methodist Foundation • Planned Giving Website and Weekly Newsletter • Endowment Giving Services for Church Members • Individual Consultations • Trusts • Gift Annuities www.MountainSkyUMF.org

  22. 4. Review your plans with your attorney

  23. What can I do?

  24. 1. Pray

  25. 2. Make a planned gift My Legacy

  26. 3. Influence Others My Legacy

  27. 4. Communicate the Advantages of an Endowment to Others

  28. 5. Celebrate Progress

  29. 6. Help identify resource professionals

  30. Examples of Legacy Giving? What Happens Next?

  31. Endowment Committee Contents of Legacy Ministry Program sessions 6,7,8

  32. Establish a church endowment

  33. Church Statement Charge Conference Resolution Endowment Gift Confirmation Gift Acceptance Policy

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