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PLANNED GIVING The Life Planning Model


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PLANNED GIVING The Life Planning Model

  1. 1. PLANNED GIVING The Life Planning Model BY CARL KNIRK Canon for Planned Giving/Stewardship/ Evangelism Diocese of Olympia, Seattle, Washington
  2. 2. A PRAYER <ul><li>Gracious God, give us a generosity </li></ul><ul><li>that pushes back the boundaries, for even death by You has been defeated. </li></ul><ul><li>With all our powers we find our power in You. </li></ul><ul><li>The Light shines on, and life is lived in You. Amen </li></ul>
  3. 3. FOUR FIELDS OF GIVING <ul><li>Annual Giving </li></ul><ul><li>Capital Giving </li></ul><ul><li>Mission Giving </li></ul><ul><li>Legacy Giving </li></ul><ul><li>Healthy, vibrant churches practice all four regularly </li></ul>
  4. 4. RUBRIC ON PAGE 445 <ul><li>The Minister of the Congregation is directed to instruct the people, from time to time, about the duty of Christian parents to make prudent provision for the well-being of their families, and of all persons to make wills, while they are in health, arranging for the disposal of their temporal goods, not neglecting if they are able, to leave bequests for religious and charitable uses. </li></ul>
  5. 5. WHY DO PEOPLE GIVE TO THE CHURCH? <ul><li>Because they love Christ </li></ul><ul><li>For mission and ministry </li></ul><ul><li>To share the Good News </li></ul><ul><li>Because they were asked </li></ul>
  7. 7. THE LIVING TREE (see Dio. of Oly. Brochure) <ul><li>“ People have made at least a start </li></ul><ul><li>at understanding the meaning of </li></ul><ul><li>life when they plant shade trees under which they know full well </li></ul><ul><li>they will never sit” </li></ul><ul><li>David Elton Trueblood </li></ul>
  8. 8. ENCOURAGE UNRESTRICTED PERCENTAGE LEGACY GIFTS <ul><li>Think percentages, ten percent of nothing is nothing </li></ul><ul><li>A specific amount could be too much or too little </li></ul><ul><li>Unrestricted giving trusts that the vestry will use the gift wisely </li></ul><ul><li>We don’t necessarily know the needs </li></ul><ul><li>of the church years from now </li></ul>
  9. 9. GIFTS FOR ENDOWMENT <ul><li>Appeals to about 30% of donors </li></ul><ul><li>Person’s gift lives on in perpetuity </li></ul><ul><li>Only income/appreciation are spent, principle is protected </li></ul>
  10. 10. LIFE PLANNING SEMINARS <ul><li>Sets the ministry of planned giving in a Christian context </li></ul><ul><li>Comprehensive, from wills to memorial service </li></ul><ul><li>Avoids leaving a mess for our family/friends to clean up </li></ul>
  11. 11. SEMINAR OVERVIEW <ul><li>One hour or less, after Sunday worship has proven successful </li></ul><ul><li>Offer some good Episcopal food </li></ul><ul><li>Advertise and invite well in advance </li></ul><ul><li>with newsletter articles, bulletin announcements, letter from clergy </li></ul>
  12. 12. SEMINAR OVERVIEW <ul><li>Can also be done in partnership with an attorney talking about estate planning 101, last 2 or 3 hours </li></ul><ul><li>Clergy person talking about end of life issues, pastoral care </li></ul><ul><li>Be sure to include a handout with ways to make planned gifts with sample language </li></ul>
  13. 13. THE LIFE PLANNING MANUAL Diocese of Olympia <ul><li>First written in 1994 </li></ul><ul><li>9,000 copies distributed free since </li></ul><ul><li>Copy available for free in a </li></ul><ul><li>word file and pdf format at </li></ul><ul><li>The Diocese of Olympia Planned Giving website </li></ul>
  14. 14. , WHY SHOULD WE DO THIS PLANNING WORK? <ul><li>Matthew 24:42 </li></ul><ul><li>So we don’t leave a mess for our family to clean up </li></ul><ul><li>To leave a legacy, acting on our values and faith </li></ul><ul><li>Rubric on page 445 of the Book of </li></ul><ul><li>Common Prayer </li></ul>
  15. 15. EMPHASIS ON WILLS <ul><li>8 out of 10 legacy gifts are simple bequests in one’s wills </li></ul><ul><li>If you die without a will, the state has one for you </li></ul><ul><li>For many, a simple codicil can be added to an existing will </li></ul><ul><li>You need to see an attorney </li></ul>
  16. 16. CHRISTIAN PREAMBLE <ul><li>Personal statement of faith to be added to your will, witness to others </li></ul><ul><li>Provide it to your attorney and ask it be added at the beginning of your will </li></ul>
  17. 17. SAMPLE BEQUEST LANGUAGE <ul><li>Provide members of the church sample language for a bequest to their church </li></ul><ul><li>Suggest unrestricted, percentage giving </li></ul><ul><li>Endowments appeal to many, your gift lives on in perpetuity </li></ul><ul><li>Be prepared to counsel donors </li></ul>
  18. 18. OTHER COMMON WAYS TO MAKE LEGACY GIFTS <ul><li>Life Insurance </li></ul><ul><li>Retirement Plans </li></ul><ul><li>IRA’S </li></ul>
  19. 19. GIFTS THAT PROVIDE INCOME <ul><li>Charitable Gift Annuity – tax deduction, income for life, rates based on age </li></ul><ul><li>Charitable Trust – gift of cash, property, securities, provides income for life, tax deduction </li></ul>
  20. 20. DURABLE POWER OF ATTORNEY <ul><li>As important as a will </li></ul><ul><li>Makes decisions for you should you become incapacitated </li></ul><ul><li>Use discernment, offer suggestions in who you name </li></ul><ul><li>The are lots of stories where this can go awry </li></ul>
  21. 21. HEALTH CARE DIRECTIVE <ul><li>Also called Living Will </li></ul><ul><li>Durable Power of Attorney for Health Care </li></ul><ul><li>Advanced Care Directive </li></ul><ul><li>Forms available on line for your state, in hospitals, doctor’s offices </li></ul><ul><li>Share your decisions with your family in advance, tell them where to find the form </li></ul>
  22. 22. LOVING LETTER <ul><li>Being done more as people live longer but have their wisdom and want to share it after their death </li></ul><ul><li>Opened after you die, written to loved ones </li></ul><ul><li>Some stories </li></ul>
  23. 23. PLANNING YOUR MEMORIAL SERVICE <ul><li>Doing this in advance is a real blessing to your family and clergy </li></ul><ul><li>Sit down with clergy to do the plan, have a copy on file at the church </li></ul><ul><li>You have some wonderful choices </li></ul><ul><li>What will the party after look like </li></ul><ul><li>Remember, it’s a celebration of your life </li></ul><ul><li>Some stories </li></ul>
  24. 24. INFORMATION FRIENDS AND FAMILY NEED <ul><li>This is a section that can be as comprehensive as you wish </li></ul><ul><li>It can be done in a word file and given to loved ones </li></ul><ul><li>Having it all in one place will be an incredible blessing </li></ul>
  25. 25. SOME KEY ITEMS <ul><li>The Will – where is it? </li></ul><ul><li>Safe Deposit Box – the key? </li></ul><ul><li>Executor of Estate </li></ul><ul><li>Passwords </li></ul><ul><li>Who you want notified </li></ul><ul><li>Insurance, investments, etc. </li></ul>
  26. 26. OBITUARY <ul><li>You can write your own </li></ul><ul><li>Who do you notified when you die, provide names, phone numbers, list </li></ul>
  27. 27. DISPOSITION OF PERSONAL EFFECTS <ul><li>Make a list of articles and who you want to be beneficiary </li></ul><ul><li>This can save a lot of arguments and misunderstanding, family scraps </li></ul><ul><li>Reference the list in your will and where to find it – state laws may be different </li></ul>
  28. 28. WHERE TO KEEP THIS INFORMATION <ul><li>Fireproof deposit box in your home </li></ul><ul><li>Plastic bag in freezer </li></ul><ul><li>File cabinet </li></ul><ul><li>Regardless, tell your loved ones where they can find this information </li></ul>
  29. 29. DIOCESAN RECOGNITION SOCIETY FOR LEGACY GIFTS <ul><li>Allows the Bishop and Diocese </li></ul><ul><li>to say thank you </li></ul><ul><li>Gives a platform for planned </li></ul><ul><li>giving ministry across the diocese </li></ul><ul><li>You can never say thank you enough </li></ul><ul><li>Cultivates additional gifts </li></ul>
  30. 30. BISHOP’S SOCIETY Diocese of Olympia <ul><li>Started in 1993, had 184 members in 1998, now has 1390, 10% have passed on </li></ul><ul><li>Every person receives purple leather bookmark, lapel pin </li></ul><ul><li>Hold thank you events once or twice a year </li></ul><ul><li>Any Episcopal ministry qualifies </li></ul>
  31. 31. LOCAL LEGACY SOCIETIES <ul><li>Recognizes those who’ve remembered their local church in their estate plans </li></ul><ul><li>Schedule a Legacy Sunday that fits liturgically – prayers, sermon, witness, reception </li></ul><ul><li>It’s about inviting others to </li></ul><ul><li>leave a legacy for Christ’s work </li></ul>
  32. 32. LEGACY SOCIETY KIT <ul><li>Updated in 2009, based on formation of Emmanuel Church, Mercer Island Legacy Society </li></ul><ul><li>Comprehensive </li></ul><ul><li>Includes structure formation, marketing, celebration </li></ul><ul><li>Even has prayers of the people, sample liturgy for Legacy Sunday </li></ul>
  33. 33. IS THIS A GOOD REASON TO HAVE A WILL? <ul><li>Avery Knirk, 6 years old, Audrey, 3, Renton, Washington </li></ul><ul><li>God blesses us with so much, grand- </li></ul><ul><li>children top the list </li></ul>
  34. 34. HAVE YOU TAKEN CARE OF YOUR LOVED ONES <ul><li>You need a will, health care directive, the family needs to know your plans </li></ul><ul><li>We never know when our time </li></ul><ul><li>will come </li></ul>
  35. 35. WE ARE RESURRECTION PEOPLE <ul><li>We believe in one holy catholic and apostolic Church. </li></ul><ul><li>We acknowledge one baptism for the forgiveness of sins. </li></ul><ul><li>We look for the resurrection of the dead, and the life of the world to come. </li></ul><ul><li>The Nicene Creed </li></ul>
  36. 36. PLANNED GIFTS CAN BE THE SEED FOR A NEW CHURCH <ul><li>St. Aidan’s, Camano Island, Washington </li></ul><ul><li>Opened February, 2007, made possible by legacy gifts – a story about Dorothy Byrd </li></ul>
  37. 37. TIME TO GET MOVING <ul><li>Get your affairs in order, God does not want us to leave a mess </li></ul><ul><li>None of us knows when our time will come </li></ul><ul><li>The biggest sin in legacy planning and giving is “procrastination” </li></ul>
  38. 38. IN SUMMARY <ul><li>Everything you have is a gift from God. Christian Stewardship is then what we do with all that God has given us, after we say, “I believe.” </li></ul>
  39. 39. For a copy of this powerpoint presentation email: [email_address]
  40. 40. A BLESSING <ul><li>Life is short and precious </li></ul><ul><li>and we do not have too much time </li></ul><ul><li>to gladden the hearts </li></ul><ul><li>of those who travel the way with us; </li></ul><ul><li>so be swift to love, </li></ul><ul><li>and make haste to be kind; </li></ul><ul><li>and may the blessing of the One </li></ul><ul><li>who made us, </li></ul><ul><li>who loves us, </li></ul><ul><li>and who travels with us, </li></ul><ul><li>be upon you, and those you love dearly, </li></ul><ul><li>this day and always. Amen </li></ul>