Legacy

Ministry

Bethlehem First United Methodist Church

Our Vision

My Story

10 Reasons Every Church Should

Have A Legacy Ministry1. 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 Every Church Should

Have A Legacy Ministry6. 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 Georgia United Methodist Foundation's

staff, promoting planned giving in your church is easy.

Why do we need a Legacy Ministry?

Long term success and survival

$41 - 136 trillion Wealth transfer in the next 50

years

Long term success and survival

Formalizes the process and promotes Legacy Giving

Why do we need a Legacy Ministry?

Long term success and survival

Formalizes the process and promotes the concept

Members have a way to leave a legacy

Why do we need a Legacy Ministry?

Stewardship as a way of life.

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Establish a church endowmentWhat is an endowmen

t?

1. Permanent Fund or

Source of Income

2. Support Programs and Ministries

3. Hedge against economic times

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FreeDigitalPhotos.net

Permanent source of income

Perpetuity4. Invested in Perpetuity

Examples of Legacy Giving?Outright Legacy Gifts

Examples of Legacy Giving?

Life Insurance Death BenefitsBequestsCharitable Trusts and AnnuitiesCashRetirement Plan AssetsReal EstateStocks and BondsSavings Bonds

Examples of Legacy Giving?How Do You Make a Legacy

Gift?

10%1. Leave a Final Tithe in Your Will

How do we define Legacy Giving?Members of Every Means

.

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

LEGACY - SEWING SEEDS OF FAITH FOR FUTURE GENERATIONSFUNDRAISING I INVESTMENTS I LOANS I CHARITABLE GIVING I GRANTS I SCHOLARSHIPS

3. Contact the GUMF■ Planned Giving Website and Weekly Newsletter

■Legacy Giving Services for Church Members

Individual Consultations

Trusts Gift Annuities

4. Review your plans with your attorney

What can I do?

My Legacy

1. Make a

planned gift

2. Pray

My Legacy

3. Influence Others

4. Communicate the Advantages of an Endowment to Others

5. Celebrate Progress

6. Help identify resource professionals

Examples of Legacy Giving?What Happens Next?

Charge Conference

Contents of Legacy Ministry Program sessions 6,7,8

Legacy Committee

Establish a church endowment

Church Statement

Charge Conferenc

e Resolution Gift

Acceptance Policy

Legacy Gift Confirmation