YOUR United Methodist Church Endowment Ministry Our Vision

((YOUR)) United Methodist Church Endowment Ministry

Our Vision (( insert a picture of your congregation ))

My Story

10 Reasons Our Church Should Have an Endowment Ministry 1. If you are not asking the members of your church for planned gifts, you can bet someone else is. . . 2. Eventually that "someone else" will win their cash gifts too as planned gifts come from the heart. 3. Hard economic times when people are "cash-starved" are the best times for planned giving. 4. Those churches who even have a go at planned giving eventually earn 25% to 100% more than those who don't. 5. A typical planned gift is 200 to 300 times the size of the member's annual gift.

10 Reasons Our Church Should Have an Endowment Ministry 6. Planned gifts do not affect your church member's annual giving. Repeat: Planned gifts do not affect your church member's annual giving. 7. Church members are often eager to make a planned gift but don't know how. Or are never asked. And some are even offended that they aren't asked by their church! 8. Church members who make gifts through their wills typically are unknown and can surprise you. 9. Anyone can make a planned gift. 10. By working with the Rocky Mountain United Methodist Foundation's staff, promoting planned giving in your church is easy.

Why do we need an Endowment Ministry? Long term success and survival

$41 trillion Wealth transfer in the next 20 years

Why do we need an Endowment Ministry? Long term success and survival Formalizes the process and promotes Endowment Giving

Why do we need an Endowment Ministry? Long term success and survival Formalizes the process and promotes the concept Members have a way to leave a legacy

Stewardship as a way of life .

Free image courtesy of Free. Digital. Photos. net

Establish a church endowment. What is an endowment?

1. Permanent Fund or Source of Income

2. Support Programs and Ministries

Perpetuity 4. Invested in Perpetuity Permanent source of income

ENDOWMENT GIFTS Life Insurance Death Benefits Bequests Charitable Trusts and Annuities Cash Retirement Plan Assets Real Estate Stocks and Bonds Savings Bonds

Examples of Legacy Giving? How Do You Make an Endowment Gift?

1. Leave a Final Tithe in Your Will 10%

Members of Every Means How do we define Legacy Giving?

2. Meet with a member of our Endowment Committee and explore the options. .

3. Contact Mountain Sky United Methodist Foundation ■ Planned Giving Website and Weekly Newsletter ■ Endowment Giving Services for Church Members ØIndividual Consultations ØTrusts ØGift Annuities www. Mountain. Sky. UMF. org

4. Review your plans with your attorney

What can I do?

1. Pray

2. Make a planned gift My Legacy

3. Influence Others My Legacy

4. Communicate the Advantages of an Endowment to Others

5. Celebrate Progress

6. Help identify resource professionals

Examples of Legacy Giving? What Happens Next?

Endowment Committee Contents of Legacy Ministry Program sessions 6, 7, 8

Establish a church endowment

Church Statement Charge Conference Resolution Endowment Gift Confirmation Gift Acceptance Policy