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173 articles found

Members-Only

Bequest Planting Seeds

 

Format: Microsoft Publisher (Please contact us if you want to edit and do not have "Publisher")

Members-Only

Bequest Reminder Poster

 

Format: Microsoft Powerpoint

Edit Requirements: No edits are required, although it is highly recommended to insert "Contact Us" with contact details.

How to Print Online (for a reasonable cost):

Members-Only

Bequest and Endowment Poster

 

Format: Microsoft Publisher (Please contact us if you want to edit and do not have "Publisher")

Edit Requirements: No edits are required, although it is highly recommended to insert "Contact Us" with contact details.

How to Print Online (for a reasonable cost):

Members-Only

Bequest Giving: Rack Card Brochure

Format:  Microsoft Word

Edit Requirements: (1) Organization information and address on front bottom (2) Contact name and address on back bottom

How to Print Online (for a reasonable cost):  

When you have finished editing, save the front side of the brochure in a Word doc and the back side of the brochure in a separate Word document.  (The program requires that the front and back be uploaded as separate documents.) 

Free

Overview - Bequests

 

Free

Investment Guidelines (Basic and Concise)

INVESTMENT GUIDELINES FOR:

_________ Endowment Account
Established Date

The guidelines are as follows:
.
Funds may be invested in domestic and foreign securities to include common stocks, preferred stocks, investment grade bonds, exchange traded funds (ETF'S) and money market instruments.

There shall be no use of letter stock, private placements, commodities, margin purchase, short sales, futures, derivatives, private equities, collateralized mortgage obligations, interest only obligations, principal only obligations or illiquid securities/investments.
.

Free

Critical Issues to Consider for Launching or Re-Launching a Planned Giving Program

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.
Be certain to categorize the funds properly. Are the funds really intended to be?:

Members-Only

Charitable Planned Giving Presentation - Composing a Legacy

Charitable Planned Giving Presentation - Composing a Legacy

30 slides

  1. 9 questions for audience
  2. Main components of estate plan
  3. Different types of planned gifts
Free

Stewardship 2011: Darnestown Presbyterian Church

Presentation: Stewardship at Darnestown Presbyterian Church. Spectacular story: Elder Dave Durham and Reverend David McNeilly share how they are reversing stewardship trends using four primary principals to better serve the church and the giver:"Joy of giving" message instead of need-based. Commitment by leadership to change outlook. Resources and support materials presented early and often. Combined with Church transformation. A fulfilling effort produced dramatic results:

  • Up 25% - Pledge units
  • Up 46% - Dollars pledged
Free

"Heritage Sunday 2011" brochure booklet from First Presbyterian Bethlehem PA

"Heritage Sunday 2011" brochure booklet from First Presbyterian Bethlehem PA

Recurring publication. Attractive cover, fund description(s) with great news about what it did last year, testimonials/stories from donors, recommendations on how readers can make gifts, and a list of heritage partners.

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