This event has been canceled.
With an anticipated 42 trillion dollars of wealth to be transferred in the next couple of decades, a strategic approach to planned legacy giving is vital. Non-profits are intentionally encouraging their supporters to remember the organization in their estate planning. The church can benefit from legacy planning as well, but requires an intentional strategy to benefit from this transfer of wealth.
Does your church have a Legacy building plan designed to equip your future ministry? This seminar will help you do that very thing. This is a day dedicated to helping you understand why the development of a proactive planned giving program is essential to your future. Recognizably different churches are in a wide spectrum of experience with their planned giving programs thus the Seminar will provide breakout sessions to address different church needs.
Some churches simply need to encourage members to have a Will while others have sizable endowments and require assistance to manage these funds to advance mission without impairing the faith generosity of their members. Every local church, regardless of their current program can benefit from investing the day with the speakers and topics offered.
The topics to be address are as follows:
- “The Gathering, Development Planned Giving Strategies for a Church Serving the Less Fortunate", Rev. Carie Jena and Ms. Reba Collins -In church environments where the community is or has changed how does a church make preparations to serve the less fortunate? The cliental may have less potential means for leaving estate gifts but they still need to prepare a will for what assets they do have and additional legal and health care issues. In addition, because of the cliental served philanthropists in the area are often willing to hear the story of the church/nonprofit and consider it as beneficiary of a Charitable Trust. There are multiple ways in which individuals in the community and area churches can participate without impacting their family or local church. Come and learn how.
Rev. Carrie Jena is pastor of the Gathering a new church start downtown Middletown and Ms. Reba Collins is the Director of Development.
- “The Magic of Endowments: The Gift That Keeps on Giving”, Mr. Tom Hofmann & Mr. Alex Keller - If you have considered establishing an endowment program for your church this session will be helpful. Topics will include: Purpose, Setup, Promotion, Distribution planning and WOC services available. The presenters of the session have experience with endowments at their churches. An open Q & A session will follow the formal presentation.
Tom Hofmann is currently President of a Foundation with responsibilities that include investment oversight and gift promotion. He assisted in the establishment of endowments at his home church. He currently chairs the WOC Council on Development.
Alex Keller is a retired Procter & Gamble executive with international experience. He has served on oversight committees responsible for managing endowments for the Methodist Theological School in Ohio and Maple Knoll Retirement Village in Cincinnati and has chaired the Endowment Committee at Anderson Hills UMC in Cincinnati for seven years. Mr. Keller serves on the Council on Development.
- “Preparing Your Church for Estate Gifts”, Bruce Boyd - “This breakout session will provide a basic understanding of how to organize your church for implementing an effective legacy building tithing initiative. Understand how to establish a committee responsible for managing an endowment strategy. Learn about the best practices regarding the promotion, acceptance, management and distribution of estate gifts.”
Mr. Boyd is retired as the Chief Executive Officer for Amos Press. He has served in many roles in his local church in Sydney, the Miami Valley District and the West Ohio Conference. He services as chair of the Endowment Team at Sydney First, The Strategic and Leadership Team for the Miami Valley and is a member of the Council on Development.
- “Creating a Strategic Planned Giving Program”, Rev. George Cooper - In the next couple of decades there will be a transfer of $42 million from one generation to the next. Many non-profits are very focused on cultivating relationships to obtain these estate gifts. The local church impacts their members and friends lives on a daily basis. Therefore how can the local church utilize these relationships to educate, inform, ask for and receive estate gifts from a larger percentage of their members and friends? A strategic plan can assure the church is included in members estate planning.
Rev. George Cooper became the Executive Director of the West Ohio Conference Council on Development in November 2010. As a member of the East Ohio Conference he served as a local church pastor. Prior to West Ohio he conducted capital campaigns for faith based institutional clients. The Council on Development has expanded its role in stewardship development for local churches, grown the Endowment Program by 650%.
Who should attend? Pastors, Finance Committees, Endowment Committees, Leadership Teams
Check-in begins at 9:30m Event begins at 10 AM and should conclude by 3:00 PM.