EFNC Resources for Planned Giving
Resource for Planned Giving
Table of Contents
Letter from our Executive Director
Introduction & Elements of Planned Giving
INCLUDED:
The Foundation's Services to Churches
The Foundation's Services to Individuals
Resource 1 - Legacy Giving Bible Study Series
Resource 2 - Handbook for Church Endowments
Handbook for Church Endowments
Appendix A - How to Establish a Church Fund (Endowed or Otherwise)
Appendix B - "Long-Haul Investing: Riding Out the Risk in Stocks", reprinted from The Wall Street Journal, December 16, 1991
"T-Bill Trauma and the Meaning of Risk", reprinted from The Wall Street Journal, February 12, 1993
Appendix C - The Endowment & Memorial Trust Fund
Resource 3 - Making a Planned Gift
Introduction to Planned Giving
Deferred Gifts & Life Income Gifts
Comparison Summary of Life Income Gifts
Resource 4 - Descriptive Brochures
|
Title of Descriptive Brochure |
Series Number |
|
1 | |
|
- How to Include Your Church in Your Will* *or Other Estate Plan |
2 |
|
- Stock Tips: How to Render More Unto God & Less Unto Caesar |
3 |
|
- Charitable Gift Annuities – Guaranteed Income for Life |
4 |
|
- Pooled Income Fund – Give and Receive |
5 |
|
- The Next Generation – Giving to Your Children & Your Church |
6 |
|
7 | |
|
- Charitable Remainder Trusts – Flexible Estate Planning Tools |
8 |
|
9 |
Resource 5 - Newsletter & Service Bulletin Resources
Titles of Articles and Reminder Lines
"One-Liner Ads" - For Your Newsletter and Sunday Service Bulletins (Reminder Lines)
A Gift for You, A Gift for the Church
Entrust a Lasting Legacy to Your Parish with a Charitable Remainder Trust
Who Gives Life Insurance as a Gift
Retirement Plans and Planned Giving: Ways It Can Work
What Does Planned Giving Mean?
What Exactly is Planned Giving?
Resource 6 - Congregational Letter
Resource 7 - Recognition of Givers
Under Construction
Resource 8 - Wills Awareness Program
Introduction - What is a Last Will and Testament?
What Your Will Can Accomplish and How
What Happens When There Is No Will?
Brief Review of State and Federal Tax Laws
The Will Is the Best Known Method of Giving to the Church After Life
Keeping the Wills Awareness Program Active Year Round
Appendix A - Summary of Enclosures, Letters, Newsletter Articles
Appendix B - Deferred Retirement Plan Assets Program
Appendix C - Enclosure Card
Resource 9 - Funeral & Burial Instructions