Articles/Presentations

Charitable Planned Giving Presentation - Composing a Legacy

30 slides

1. 9 questions for audience
2. Main components of estate plan
3. Different types of planned gifts

Presentation: Stewardship at Darnestown Presbyterian Church. Spectacular story: Elder Dave Durham and Reverend David McNeilly share how they are reversing stewardship trends using four primary principals to better serve the church and the giver:"Joy of giving" message instead of need-based. Commitment by leadership to change outlook. Resources and support materials presented early and often. Combined with Church transformation. A fulfilling effort produced dramatic results:

• Up 25% - Pledge units
• Up 46% - Dollars pledged

Planned Giving for Presbyterians Presentation. Presented at Buffalo, NY in June 2011

PRESENTATION

Bequests: Defining Your Legacy by Lisa Radetski, the Director of Individual and Planned Giving at Fourth Presbyterian Church Chicago IL

Planned Giving 101: Practical Planned Giving in Congregations. Presented at Stewardship Kaleidoscope 2011 in Phoenix AZ

How are churches doing in planned giving (particularly vs. non-profit world)?
What are common strategies that successful churches are using?

Personal Record Book from Trinity Presbyterian Church Wilmington DE

Some good news for many of your donors. Congress extended the IRA Charitable Rollover provision in 2011. This provision allows taxpayers over 70½ to make tax-free distributions from their IRAs (Individual Retirement Accounts) directly to charity.

The legislation also sets December 31, 2011 as the new expiration date for the extension of the IRA Charitable Rollover. However, it is widely anticipated that it will be extended again beyond 2011 albeit late in the year as seems the habit for this gift’s renewal by Congress.

2011 IRA Charitable Rollover