stewardship kaleidoscope 20091 stewardship kaleidoscope phil melberg phil melberg gaithersburg...
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Stewardship Kaleidoscope 2009Stewardship Kaleidoscope 2009 11
Stewardship KaleidoscopeStewardship Kaleidoscope
Phil MelbergPhil Melberg Gaithersburg Presbyterian Church Gaithersburg Presbyterian Church
(MD)(MD) Member PEER Board Member PEER Board
Stewardship Kaleidoscope 2009Stewardship Kaleidoscope 2009 22
From Cradle to Grave and From Cradle to Grave and BeyondBeyond
StewardshipStewardship Why people giveWhy people give Ways to encourage Ways to encourage
givinggiving Techniques people Techniques people
can usecan use
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There Are Only Three Things There Are Only Three Things You Can Do With Your MoneyYou Can Do With Your Money
All begin with “S”All begin with “S” From a universal From a universal
point of viewpoint of view From a spiritual From a spiritual
perspectiveperspective
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Scripture is the CornerstoneScripture is the Cornerstone
Psalm 1:1Psalm 1:1 Proverbs 3:9Proverbs 3:9
““Honor the Lord Honor the Lord with your wealth”with your wealth”
I Timothy 6:7I Timothy 6:7 Psalm 49:16 & 17Psalm 49:16 & 17
We brought nothing into the world…we can take nothing out of it.” (1 Timothy 6:7).
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I’s of GivingI’s of Giving
IdentifyIdentify InvolveInvolve InspireInspire InviteInvite ImplementImplement InformInform InformationInformation
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IdentifyIdentify
Great—Born before 1929Great—Born before 1929 81+81+ Silent—Born 1929-1945Silent—Born 1929-1945 80-6480-64 Boomer—Born 1946-1963Boomer—Born 1946-1963 63-4663-46 Gen. X—Born 1964-1981Gen. X—Born 1964-1981 45-2845-28 Millennial—Born since 1981Millennial—Born since 1981 27 & 27 &
youngeryounger
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InvolveInvolve
VolunteerVolunteer LeadershipLeadership ActiveActive Family Family TraditionsTraditions
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InspireInspire
The good it can doThe good it can do VisionVision Program expansionProgram expansion
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InviteInvite
ASKASK ASKASK It is not the size of It is not the size of
the gift—it is the the gift—it is the significance of the significance of the sacrificesacrifice
ASKASK
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ImplementImplement
Close the saleClose the sale Document the Document the
commitmentcommitment
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InformInform
TestimonialsTestimonials RecognitionRecognition PromotionPromotion We accept We accept
BequestsBequests Planned giftsPlanned gifts
We provide helpWe provide help People, literaturePeople, literature
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InformationInformation
Document Document everythingeverything
ConfidentialConfidential Session MinutesSession Minutes Church archivesChurch archives
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Estate PlanningEstate Planning
What you haveWhat you have To whom you wantTo whom you want When you wantWhen you want For as long as you For as long as you
wantwant Most beneficial Most beneficial
methodmethod While you are ableWhile you are able
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Planned GivingPlanned Giving
DocumentDocument AdvisorAdvisor ConsiderationsConsiderations Mutually beneficialMutually beneficial
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Present or DeferredPresent or Deferred
ImmediateImmediate Life IncomeLife Income DeferredDeferred When you are done When you are done
with itwith it
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Why Planned Gifts?Why Planned Gifts?
Fulfill philanthropic objectivesFulfill philanthropic objectives Leverage an outright giftLeverage an outright gift Diversify concentrated holdingsDiversify concentrated holdings Balance riskier personal investmentsBalance riskier personal investments Create a stable income streamCreate a stable income stream Create an income stream for othersCreate an income stream for others Receive immediate tax benefitsReceive immediate tax benefits
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When Is The Best Time to When Is The Best Time to GiveGive
NowNow Via Life Income Via Life Income
PlansPlans BequestsBequests TestamentaryTestamentary When you are done When you are done
with it?with it?
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Where Does Money Come Where Does Money Come FromFrom
The offering plateThe offering plate Paper or plasticPaper or plastic Electronic transferElectronic transfer
The person in the The person in the pew!pew!
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Types of FundsTypes of Funds
AnnualAnnual SpecialSpecial
MemorialMemorial DenominationDenomination
CapitalCapital PermanentPermanent
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Why do people want to giveWhy do people want to give
In gratitude to GodIn gratitude to God CommitmentCommitment ContactedContacted CapacityCapacity CauseCause SatisfactionSatisfaction RecognitionRecognition
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Relationship is the KeyRelationship is the Key
InvolvementInvolvement ParticipationParticipation LeadershipLeadership
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What Does The Church What Does The Church Mean?Mean?
To YouTo You To your familyTo your family To othersTo others
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How Much Does It Mean ?How Much Does It Mean ?
1 %1 % 3%3% 5%5% 8%8% 10%10%15%15%
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Stewardship CommitteeStewardship Committee
EducatesEducates PromotesPromotes InformsInforms ProvidesProvides OverseesOversees EncouragesEncourages
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TransparencyTransparency
The good you doThe good you do SatisfactionSatisfaction Mutually beneficialMutually beneficial Needs & wantsNeeds & wants
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PromotionPromotion
NewslettersNewsletters Bulletin BoardsBulletin Boards Minute for MissionMinute for Mission www.yourchurch.orwww.yourchurch.or
gg
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SaturationSaturation
24/7/36524/7/365 MonthlyMonthly AnnuallyAnnually TestimonialsTestimonials
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RecognitionRecognition
Policy & ProceduresPolicy & Procedures Your church—name Your church—name
plate, bookplate, book Entire building, Entire building,
roomroom If the donor wants itIf the donor wants it In life, at deathIn life, at death
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InviteInvite
Sample languageSample language Needs and wants Needs and wants
listlist Various dollar Various dollar
levelslevels No gift too small—No gift too small—
or too largeor too large
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Everyone Can Endow Their Everyone Can Endow Their PledgePledge
Mortality rate is 100%Mortality rate is 100% We want to remember you foreverWe want to remember you forever In perpetuity is a long timeIn perpetuity is a long time Foundation can manage fundsFoundation can manage funds Unrestricted is bestUnrestricted is best
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ResourcesResources
Foundation StaffFoundation Staff Presbytery Presbytery
CommitteeCommittee Congregation Congregation
MembersMembers Allied ProfessionalsAllied Professionals Web sites Web sites PEER NetworkPEER Network LiteratureLiterature
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Giving OpportunitiesGiving Opportunities
BequestsBequests 100%100% Life IncomeLife Income ChurchChurch CharityCharity FamilyFamily FriendsFriends
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Ways of GivingWays of Giving
Appreciated Appreciated Securities/StockSecurities/Stock
Annuity Annuity Bargain SaleBargain Sale BondsBonds CashCash Certificate of Certificate of
DepositDeposit CommissionsCommissions
Credit CardCredit Card Donor Advised Donor Advised
FundFund Electronic TransferElectronic Transfer FoundationFoundation
CommunityCommunity Family/PrivateFamily/Private Board MemberBoard Member
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More Ways of GivingMore Ways of Giving
Intellectual Property—patent, royalties,Intellectual Property—patent, royalties, Life Insurance—existing, new, joint, Life Insurance—existing, new, joint,
percentage,percentage, Matching Funds—from your employerMatching Funds—from your employer Ordinary Income Property—copyrights, art,Ordinary Income Property—copyrights, art, Payroll DeductionPayroll Deduction POD Accounts (payable on death)—signature POD Accounts (payable on death)—signature
card designationcard designation Pooled Income FundPooled Income Fund Real Estate—residential, commercial, Real Estate—residential, commercial,
vacation home, undeveloped landvacation home, undeveloped land
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Still More Ways of GivingStill More Ways of Giving
Retirement Funds-Qualified—IRA, Keogh, Roth, Retirement Funds-Qualified—IRA, Keogh, Roth, (Lifetime Gifts/Estate Distribution)(Lifetime Gifts/Estate Distribution)
Royalties—literary & music compositions Royalties—literary & music compositions Tangible Personal Property—antiques, art, boats, Tangible Personal Property—antiques, art, boats,
cars, collections [stamps/coins], rare bookscars, collections [stamps/coins], rare books Trusts—Charitable Remainder, Lead, Unitrust, Flip Trusts—Charitable Remainder, Lead, Unitrust, Flip United Way—where donor designation is United Way—where donor designation is
encouragedencouraged Web Site (pay pal) Web Site (pay pal)
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FavoritesFavorites
If you don’t do it--it won’t get doneIf you don’t do it--it won’t get done If you have not--the government hasIf you have not--the government has Your will…now, that’s your final answerYour will…now, that’s your final answer You can make a difference…use your willYou can make a difference…use your will Do it today—forever…endow your pledgeDo it today—forever…endow your pledge Decide now to always be rememberedDecide now to always be remembered
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Bequest Bequest
GeneralGeneral PercentagePercentage ResidualResidual ContingentContingent SpecificSpecific
RestrictedRestricted UnrestrictedUnrestricted EndowmentEndowment OutrightOutright
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Provide DirectionsProvide Directions
The person who makes a will is not The person who makes a will is not available to explain him or herself, or available to explain him or herself, or to correct any technical deficiency or to correct any technical deficiency or error in expression, when it comes error in expression, when it comes into effect on that person's death, into effect on that person's death, and so there is no room for mistake.and so there is no room for mistake.
Consumer Reports:Consumer Reports: 66% no valid will 66% no valid will
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What Can a Pastor Do?What Can a Pastor Do?
New membersNew members WeddingWedding Plan memorial servicePlan memorial service Wills SundayWills Sunday Encourage plansEncourage plans Other ways ___Other ways ___
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To Be RememberedTo Be Remembered
for a month hide your will in a S D Boxfor a month hide your will in a S D Box for a year---Die without a will—probate will drag for a year---Die without a will—probate will drag
onon a leap year cycle—Omit the church from your willa leap year cycle—Omit the church from your will for a decade---Have a tree planed in your name for a decade---Have a tree planed in your name for a score of years---Create a twenty year trustfor a score of years---Create a twenty year trust for a century---Have your name engraved on a for a century---Have your name engraved on a
buildingbuilding for a millennium---Establish a family foundation for a millennium---Establish a family foundation in perpetuity---Create a named endowment fundin perpetuity---Create a named endowment fund
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HandoutsHandouts