We are dedicated to helping you cultivate a culture of giving.
A planned gift, also called legacy gift, allows individuals to establish a lasting philanthropic legacy by directly impacting the ministries that matter most to them. In some cases, legacy giving can provide funding from supporters who were unable to make significant contributions during their lifetimes.
With an aging population, substantial wealth transfers are anticipated. Pastors who foster a planned giving culture in their church will witness a profound impact on planned giving programs, significantly supporting endowments.
Click here to learn more about the different types of planned gifts.
What is planned giving?
- What exactly is a planned gift, and how does it work? A planned, or legacy, gift is a donation made through a will or estate plan, enabling significant posthumous contributions.
- How does planned giving differ from regular donations? Planned gifts are typically larger and planned for after the donor’s lifetime, providing long-term support.
- Who can participate in planned giving, and what options are available? Anyone can participate, with options like bequests, charitable trusts, and beneficiary designations.
Why does planned giving matter?
- Why is planned giving essential for the future of our church? Planned giving ensures long-term financial stability and supports the church’s mission for future generations.
- How can planned gifts create lasting impacts on the causes we care about? They provide sustained funding for vital programs and initiatives, making a lasting difference.
- What benefits do planned gifts bring to both the donor and the church community? Donors leave a meaningful legacy, and the church gains resources to continue its good work.
How do I achieve a culture of planned giving?
- What steps can I take to establish a planned giving culture in my church? Educate members, share success stories, and integrate planned giving into church activities.
- How can we encourage church members to consider planned/legacy gifts? Highlight the impact of planned gifts, recognize donors, and provide clear information on giving options.
- What are some successful strategies used by other churches to promote planned giving? Hosting informational sessions and maintaining transparent communication.
Where do I start?
- What are the first steps to initiate a planned giving program in our church? Form a dedicated committee, create informational materials, and start conversations with members.
- How do I approach conversations about planned giving with potential donors? Discuss their values and legacy goals, and provide examples of the impact they can make.
- Where can I find resources and support to help develop our planned giving culture? Seek guidance from the United Methodist Foundation development team, set up training and workshops for your team/committee, and utilize resources provided by the Foundation.