Workshop on Planned Giving & Endowments for Parish Leaders

November 19, 2017

Join ECF's Jim Murphy for an afternoon of workshops on planned giving and endowments for parish leaders. Parishes with or without an existing Planned Giving ministry and/or an Endowment will benefit from these workshops. These workshops will review best practices and empower leadership to take the best, next steps for their parish!

Setting Up a Planned Giving Program for Your Parish - 2:00pm – 3:00pm
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 and how to invite others to remember your parish through estate and financial planning.

Importance of Endowment Structure - 3:00pm - 3:30pm
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.

Using ECF Resources and Planning a Legacy Society for Your Parish - 3:30pm-4:00pm
Begin to learn how to use the resources provided by ECF’s new toolkit, Planned Giving on Demand and other resources to encourage new gifts to support your parish’s future through estate and financial planning. We will also briefly review how to create and sustain a Legacy Society to encourage giving to your parish for decades to come. You will leave the workshop with a plan of action and learn how ECF can support your future efforts.

The workshops will take place at Trinity Cathedral Sacramento, 2620 Capitol Avenue Sacramento, CA 9581, from 2-4 PM on Sunday November 19.

To register for the November 19th workshop, please contact Andrea Zmuda at azmuda@episcopafoundation.org or (800) 697-2858 by Wednesday, November 15th.