Using the tools of ECF s PLANNED GIVING on DEMAND
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1 Using the tools of ECF s PLANNED GIVING on DEMAND Jim Murphy, Managing Program Director September 2, 2015 Webinar
2 What is the Episcopal Church Foundation (ECF)? Overview: Independent and lay-led foundation ECF s mission is to strengthen the leadershipand financialcapabilities of Episcopal congregations, dioceses, and other institutions ECF carries out this mission through a wide array of programs including Leadership Resources ECF Vital Practices (ecfvp.org) Vestry Resource Guide Fellowship Partners Program Educational Events Vital Teams Financial Resources Capital Campaigns Planned Giving Endowment Management Annual Giving/Stewardship
3 What are Planned Gifts? Planned gifts are a variety of charitable giving methods that allow the donor to express his or her personal values by integrating charitable, family and financial goals.
4 What is special about Planned Giving? Future focus Donor passion A planned gift raises the congregation to the level of family in a person s estate plans Sensitivity to individual needs, estate planning and end of life issues Building trust & sustaining awareness
5 Types of Gifts Ordinary - Annual Stewardship/Annual Giving Funds contributed toward on-going daily ministry and operation of a congregation. Extra-Ordinary - Capital Campaign Special funds raised for a specific need, typically for new or enhanced facilities. Ultimate - Planned Giving Gifts to support the future ministry and security of a parish and its mission.
6 Promoting Planned Giving and how Planned Giving on Demand helps For all levels of a PG program: Awareness Basic understanding of the why s & how s of planned giving Competition from other charities
7 What is Planned Giving on Demand?? A toolkit that empowers leaders! Learn at your own pace Everything you need in one place Consider joining ECF new national network of PG Shepherds
8 Starting PG in your parish. yesterday! Choose a PG Shepherd View the quick start article View a Basic webinar Contact ECF to create/review Endowment & Gift Acceptance Policies
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12 Quick Start Article
13 Step by Step Use the Planned Giving on Demand on-line Program Guide Start out simple, and follow the steps in the Guide and the document s hyperlinks Use webinars to teach PG Shepherd, other volunteers and donors Contact ECF to create/review Endowment & Gift Acceptance Policies
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16 Learn through webinars
17 Learn through webinars
18 Learn through webinars
19 Get brochures, booklets and other resources Use Printed Resources
20 Funding Future Ministry FFM printed copy included with Planned Giving on Demand toolkit E-book now available separately for $9.95 on Amazon.com Sample parish materials and various resoucrsstill available on line
21 Use sample articles and letters.
22 Use the tools, now and in the future All resources will be updated and refreshed on an on-going basis Plan your own education and your other volunteers Plan your next steps Take your first step..
23 Other PG Resources from ECF remain available Publications directly through Forward Movement Booklets & Brochures Funding Future Ministry Life Income Gift Illustrations from ECF Staff ECF Sponsored Planned Giving Website for Donors:
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26 Join the movement! Become a PG Shepherd National network of planned giving volunteers and professionals New opportunities for advanced learning in 2016 Stay connected with others through future on-line forums and interactive webinars
27 Questions?
28 Recorded Webinars to Empower your Leaders Basics of Planned Giving for Parish Leaders Basics of Endowment Management for Parish Leaders Prospective Donors of Planned Gifts Basics of a Capital Campaign Annual Stewardship Vestry Leadership 101 For links to recordings visit:
29 Upcoming Free Live Webinars Vestries: The Next Six Months o September 10, :00 PM 8:00 PM Eastern Time Basics of a Capital Campaign o September 23, :00 PM 8:00 PM Eastern Time Basics of Endowments o October 29, :00 PM 8:00 PM Eastern Time Check our website, under Events, for more info.
30 At your service ECF always available to assist at (800) Jim Murphy, Managing Program Director, Financial Resources Ken Quigley, Program Director, Endowment Management Solutions Meg King, Assistant Program Director, Financial Resources
BASICS OF PLANNED GIVING
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