Presbyterian Endowment Blog

26 Things A Pastor Can Do to Encourage Bequests

Submitted by kmattison on Thu, 01/26/2012 - 7:23am
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Why Encourage Bequests?


Our New Membership Coordinator: Suzanne Crouch

Submitted by kmattison on Tue, 01/17/2012 - 9:22am
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We are thrilled to welcome our New Membership Coordinator, Suzanne Crouch!

What will Suzanne do?  Suzanne fills our brand new position, Membership Coordinator.  Her responsibilities are to:


RATES DECREASE on Charitable Gift Annuities effective 1/1/2012

Submitted by kmattison on Thu, 12/01/2011 - 10:18pm

30 Days (from this posting) Until Rates Decline Again.  Do you have donors who might cherish the income and tax benefits from charitable gift annuities?  Year-end is a great time to get it done – especially this year!  For annuitants older than 60, one-life rates will decline by 0.5% to 0.8%, effective January 1, 2012.  See rates.  There are only 30 days left, but your denomination Foundations are standing by to help.  Why not check how easy it is to get a free proposal of gift annuity benefits right now?  How about for you personally!?  Check out your own rates on the gift calculator through


LILLY ENDOWMENT Supports PEER Network with Grant

Submitted by kmattison on Thu, 12/01/2011 - 10:15pm

OUR GREAT NEWS!

New Funding:  The PEER Network is proud to announce a grant of $265,000 from the Indianapolis-based Lilly Endowment Inc. to expand its work in assisting PCUSA churches and PCUSA-related not-for-profits to develop and improve their planned giving development programs. 

What Will This Mean?  More tools; better resources; a new staff member in the coming months (see job posting).


Round Tables

Submitted by kmattison on Wed, 11/23/2011 - 2:14pm
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Running a successful endowment and planned giving program feels impossible.

Volunteers rarely have either the time or the experience to pull off a solid planned giving/endowment program. These volunteers are dedicated and very bright, but they need experience in very diverse fields of investments, marketing, administration and governance.


Presbyterian Bequests in 2010

Submitted by kmattison on Wed, 11/23/2011 - 10:03am

Bequests: The Annual Decline Continues, and It’s Really Bad.

For the past five years the rapid annual declines in quantity and size of bequests have been consistent, according to the PCUSA Statistics for 2010. Click here to see graph of trends.

We believe that PCUSA churches are missing bequests worth in excess of $100 million each year. That may appear to be a shocking proclamation, but, before brushing it off, consider the data (based on the past 5 years starting 2006):


Starting a Planned Giving Program? Look Here First:

Submitted by kmattison on Wed, 11/23/2011 - 9:50am
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Have You Thought Through Some Critical Questions?
for A Planned Giving Program:

The following are preliminary topics to prepare for a launch or re-launch of a planned giving program. Many of these topics will be covered in greater depth throughout this series.

1. ENDOWMENT

Endowment: Is there or will there be an endowment? Some churches may wish to have planned gifts be available for immediate spending needs. While this may be necessary in certain situations, this is generally not a best practice.


Wealth Gap Between Young and Old Widest Ever

Submitted by kmattison on Mon, 11/07/2011 - 11:00am

The typical U.S. household headed by a person age 65 or older has a net worth 47 times greater than a household headed by someone under 35. While people typically accumulate assets as they age, this wealth gap is now more than double what it was in 2005 and nearly five times the 10-to-1 disparity a quarter-century ago, after adjusting for inflation.

Full Article at CNBC


Great Article on "How Young Adults Give" - by Rodger Nishioka

Submitted by kmattison on Thu, 10/27/2011 - 7:27am

"How Young Adults Give" Today’s young adults will donate their time and money if they can see it making a difference. By Rodger Nishioka

http://gamc.pcusa.org/ministries/today/how-young-adults-give/


Planned Giving - They Do It Right. First Presbyterian Church, Bethlehem PA

Submitted by kmattison on Wed, 10/26/2011 - 2:51pm

PLANNED GIVING
19 Ways They Do It Right
at First Presbyterian Church, Bethlehem PA

They’ve got a great reputation for planned giving at First Presbyterian Church in Bethlehem, PA. So how do they do it? I sat down with Lisa Titus and Linda Robertson to get some insight. Neither Lisa nor Linda are new at this – that becomes clear very soon in our conversation. Lisa is the Committee Chair and a fundraiser for Bucknell University, and Linda Robertson is a fundraising professional on staff at the church.


http://www.presbyterianendowment.org - The Presbyterian Endowment Education & Resource Network