Workshop on Planned Giving for Parish Leaders

October 27, 2018   12:00 am  EST

ECF's Jim Murphy, Managing Program Director for Endowment Management, Planned Giving and Donor Solution, will be leading three workshops at Trinity Episcopal Church, Midtown in Houston, TX. Both parishes with an existing Planned Giving ministry and/or an Endowment, as well as those without one, will benefit from this workshop. This workshop reviews best practices and empowers
leadership to be able to take the best, next steps for their congregation!

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.

To register for the workshop, please contact Marcia Quintanilla at
frontoffice@trinitymidtown.org or 713-528-4100 by Tuesday, October 23.