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
