Planned Giving Workshop

October 20, 2018   10:00 am – 3:00 pm  EST

Both parishes with an existing Planned Giving ministry and/or an Endowment, as well as those without one, will benefit from this workshop. ECF's Jim Murphy will be presenting this workshop in the Diocese of Oklahoma at St. Crispin's Conference and Camp Center. This workshop reviews best practices and empowers leadership to take the best, next steps for their congregation!

Setting Up a Planned Giving Program for Your Parish
10:00 a.m. - 12:00 p.m.

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.

12:00 - 1:00 p.m.

Creating a Legacy Society and using Planned Giving on Demand for Your Parish
1:00 - 3:00 p.m.

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 learn more and to register, please visit the Diocese of Oklahoma's website.