Workshop on Planned Giving and Endowments - Diocese of North Carolina Charlotte Convocation

November 16, 2015   6:30 pm – 7:45 pm  EST

ECF's Financial Resources staff will present a workshop on planned giving and endowments at the Diocese of North Carolina Charlotte Convocation's upcoming event in Charlotten, NC. Both parishes with an existing planned giving ministry and/or endowment, as well as those who are looking to start one, are invited to attend. The workshop reviews best practices and empowers leadership to take the best, next steps for their congregation.
At Church of the Holy Comforter
2701 Park Road

Charlotte, NC 28209
Phone: 704-332-4171

Creating and Enhancing Planned Giving and Endowment Ministries for Your Congregation: Take the mystery out of planned giving and endowments for your congregation. Learn in easy to understand terms how planned giving differs from annual stewardship and capital campaigns, and how your congregation can build endowments through wills, life income and other planned gifts. Along with a brief 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. Participants will examine important documents to use for structuring your endowment and for clarifying its purpose. Participants will also learn how endowments can be used to enhance your ministries and overall mission.

To register for the November 16 workshop, please e-mail Josh Anderson, at janderson@episcopalfoundation.org, or by phone at 800-697-2858, 2015 by Friday November 13.