Workshop On Planned Giving for Congregation

Come join Jim Murphy from the Episcopal Church Foundation and other parishioners to learn more about Planned Giving and how it can benefit both you and your parish. Planned or Legacy giving is an important aspect of your Stewardship and can take many different forms such as a bequest in a will, Charitable Gift Annuity, life insurance beneficiary and many other opportunities. Register in the form below!

Schedule

9:00 am – 10:30 am – Setting Up a Planned Giving Program for Your Parish

Take the mystery out of planned giving for your parish. Learn in easy to understand terms how planned giving differs from annual stewardship and capital campaigns, and how your parish can build endowments through wills and life income and other planned gifts. After a review of the planned giving instruments, you will learn about the importance of a parish vision, protecting and growing your endowment, and how to invite others to remember your parish through estate and financial planning. You will leave the workshop with a plan of action.

Break: 10:30 am-10:40 am

10:40 am – 11:30 am – Importance of Endowment Structure

Every church, no matter how large or how small, deserves to have a well-structured endowment in place. Endowments breathe life into a congregation. They make new ministries possible, spark creative outreach projects, ease the burden of long-term capital expenses, and secure the future of our churches. From the donor’s perspective, a well-ordered endowment provides a trustworthy means of making a legacy gift.

11:30 am-12:30 pm – Creating a Legacy Society and using Planned Giving on Demand for Your Parish

Join us to learn how to use the resources provided by ECF’s new toolkit, Planned Giving on Demand to encourage new gifts to support your parish’s future through estate and financial planning. We will also review how to create and sustain a Legacy Society to encourage giving to your parish for decades to come.

Planned Giving for the Congregation

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