Resource for Planned Giving

 

NOTE:   The Resource for Planned Giving is currently being updated for 2009-2010. 
Links provided below are updated.

 

The Foundation's
RESOURCE FOR PLANNED GIVING with Introduction

Introduction
This introduction includes:
                      "Why Include the Church?"
                      Greeting Letter from the Executive Director
                      Introduction & Elements of Planned Giving
                      with The Foundation's Services to Churches & Services to Individuals

Resource 1 - Legacy Giving Bible Study Series
The Basics of Giving

Resource 2 - Handbook for Church Endowments

Appendix A - How to Establish a Church Fund (Endowed or Otherwise)
Appendix B - "Long-Haul Investing: Riding OUt the Risks in Stocks", reprinted from
                          The Wall Street Journal, December 16, 1991
                          "T-Bill Trauma and the Meaning of Risk", reprinted from
                          The Wall Street Journal, February 12, 1993
Appendix C - The Endowment & Memorial Trust Fund

 

Resource 3 - Making a Planned Gift

Resource 4 - Descriptive Brochures  (Please see individual brochures below)

  Series Number

   1 - The Ministry of Planned Giving
   2 - How to Include Your Church in Your Will*  *or Other Estate Plan
   3 - Stock Tips:  How to Render More Unto God & Less Unto Caesar
   4 - Charitable Gift Annuities - Guaranteed Income for Life
   5 - Pooled Income Fund - Give and Receive
   6 - The Next Generation - Giving to Your Children & Your Church
   7 - The Vine and Branch Society
   8 - Charitable Remainder Trusts - Flexible Estate Planning Tools
   9 - Giving Real Property

Resource 5 - Newsletter & Service Bulletin Resources, "Articles & Reminder Lines" (Individual article links below)

"One-Liner Ads" - For Your Newsletter and Sunday Service Bulletins (Reminder Lines)

A Gift for You, A Gift for the Church

An Act of Will

Let Your Hope Shine Through

Entrust a Lasting Legacy to Your Parish with a Charitable Remainder Trust

Who Gives Life Insurance as a Gift?

Retirement Plans and Planned Giving: Ways It Can Work

It's Tax Time Again!

What Does Planned Giving Mean?

What Exactly is Planned Giving?

 

Resource 6 - Congregational Letter

Resource 7 - Regcognition of Givers

Resource 8 - Wills Awareness Program

Introduction

A Word to the Clergy

The Gift Committee

Planned Gift Guidelines

Gifts Through Wills

Quarterly Letters

Quarterly Follow-Up Letters

Newsletter Articles

Wills Clinic

Introduction - What is a Last Will and Testament?  **
   **This is a Wills Clinic Sample Outline for an Attorney's Presentation

One-Liner Ads

Keeping the Wills Awareness Program Active Year Round

Appendix A - Summary of Enclosures, Letters, Newsletter Articles

Appendix B - Deferred Retirement Plan Assets Program - Under Construction

Appendix C - Enclosure Card

Resource 9 - Funeral & Burial Instructions


                     





/files/Graphics/minienewsimg.jpg

Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List icon
Sign up for our e-News!







Upcoming Events

-->