6 Characteristics of People Who Make Planned Gifts

6 Characteristics of People Who Make Planned Gifts

If your church appreciates the importance of planned giving and is giving its members regular, gentle reminders, you’re already ahead of the curve. But there’s one more thing you can do to greatly increase your church’s chances of receiving a bequest. You can identify those individuals in your church who may be most receptive to planned giving concepts and initiate a one-on-one conversation. This varsity-level technique is incredibly powerful. But what makes a person a good candidate for planned giving?  Excellent research has determined that in most cases…

8 Easy Planned Giving Reminders

8 Easy Planned Giving Reminders

Once you’ve decided to be more intentional about planned giving at your church, where should you start? The best way to help your church receive more major gifts and bequests is to give your congregation consistent, gentle reminders. You should aim to remind your members at least once per quarter. Here are eight easy ways to do that:

1. Add a footer to your letterhead that says “Please remember the church in your will.”

5 Reasons to Talk about Planned Giving

5 Reasons to Talk about Planned Giving

A planned gift is any gift above and beyond a person’s usual pledge that requires careful thought and planning ahead of time. Most planned gifts come in the form of bequests (gifts made through a person’s will after death) or beneficiary designations. If you’re hesitant to talk about this type of giving at your church, you’re not alone… but you might be missing out on some ministry-changing generosity! Here are five reasons to start talking about planned giving at your church…

Pre-Tax Giving

Pre-Tax Giving

Love it or hate it (or just scratch your head at it), the new tax law has changed the way that a lot of us are filing our taxes this spring. The standard deduction has increased dramatically, which means that many people who itemized deductions in the past will no longer have the incentive to do so. If they don’t itemize, they won’t get a charitable deduction for any gifts that they made from a checking or savings account in 2018.

 

People shouldn’t have to pay taxes on money they give to charity…

Rainy Day Funds Support the Connection

Rainy Day Funds Support the Connection

Does your church have a savings account at a local bank? If so, is it earning an acceptable rate of return? And while it’s providing security for your church against emergencies, is it being put to work supporting the United Methodist Church two towns over?

Through our Stable Value Portfolio, your church’s money could be doing both. For example: in 2012, a United Methodist Church outside of Tacoma deposited $160,000. Nearly two-thirds of it was used by our staff to continue buying laddered Jumbo CDs, which allow the fund to earn a return substantially higher than typical money market or saving accounts.

But what’s unique about this fund is that, a few weeks later, the Foundation used most of the rest of that deposit a to make a secured loan. It was to a church that was just an hour’s drive away across the sound…

3 Ways We Use Our Money for Good

3 Ways We Use Our Money for Good

If you’re a clergyperson with a pension, or if your church has long-term investments with the Northwest United Methodist Foundation, chances are that your investments are being managed by Wespath. That’s the investment arm of the United Methodist Church.

This is one of the perks of being part of a global denomination. Just like UMCOR allows us to do more in the mission field than any of our churches could do alone, Wespath allows us to pool our money and have a bigger positive impact in the markets. Here are three ways Wespath helps us use our money for good…