Newsletter Material/Stories

Stories or thoughts for congregations to consider planned gifts.
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Newsletter or Bulletin Inserts: Life Insurance

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Newsletter Articles / Bulletin Inserts
Gifts of Insurance: Sometimes stewardship doesn’t require sacrifice

Bulletin or Newsletter Samples:
Consider A Gift of A Life Insurance Policy

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Newsletter Article: Overcoming Wills Barriers

Overcoming Will Barriers

By: Allen Kennedy, Endowment Committee Chairman

A recent article in the Wall Street Journal reported that PNC Advisors in Pittsburgh conducted a survey that revealed a surprising result: The wealthier you are, the less likely you are to protect your assets. It found that among individuals with at least $500,000 in investable assets, one in five does not have a will, whereas among individuals with $10,000,000 or more in investable assets, 43% do not have a will.

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Newsletter Article: Why do they call it planned giving?

Why Do They Call It “Planned Giving”?
By: Allen Kennedy, Endowment Committee Chairman
When I was in about the third grade, I had that experience that we all have at least once when we’re about that age: I had waited too long to start a school project. I can’t remember now whether it was a Tennessee salt map or a science project—it really doesn’t matter—I had waited too long, there simply wasn’t enough time to get it done, and I knew I was in deep you-know-what. So I did what every normal American kid does, I went to my parents to get help for the fix that I had created for myself.

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Newsletter Article: Letter to Our Children

A Letter to Our Children

To Our Dear Children:

We want to tell you about a decision we made recently and some of the reasons behind it. But first, we want you to know that we are very proud of you and thankful for the honor of being your parents. You bring us great happiness.

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Newsletter Article: Gratitude to Donor from Long Ago

Thanks, Lela Dortch Dixon Thanks For The Nice Flowers
By: Allen Kennedy, Endowment Committee Chairman

By now you have probably noticed the nice flower beds in front of the sanctuary and Cheek House. If I asked you to guess where the money came from to pay for them, I’ll bet you’d say from our operating budget. And if you said that, you’d be wrong. Lela gave us those flowers, even though she died in 1961, 44 years ago. What? you say. How’d she do that? And who was Lela Dortch Dixon, anyway?

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Newsletter Article: Gifting Retirement Plan

Continue Your Giving Easily
By: Darryl L. Edmonds

Historically, 70% of American families give each year to charity out of their annual income. However, only 6% to 7% of American families make any provision for charity in their estate plan. While there may be a number of reasons for this drastic difference, one big reason is that some people don’t realize how easily they can provide for charity after they are gone.

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Newsletter Article: Charitable Gift Annuity Story - Harry and Betsy

The McCoys Kill Two Birds With One Stone

About six weeks ago Harry McCoy received an e-mail message from a totally unknown sender, congratulating him on a recently-announced appointment. Rather than just let it pass, Harry felt led to call the e-mail sender, who turned out to be representing a charitable institution, and who introduced Harry to the idea of a charitable gift annuity to benefit the institution.

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Newsletter Article: of UAWs and PAWs

Of PAWs and UAWs

Stanley and Danko in their book The Millionaire Next Door call them PAWs – prodigious accumulators of wealth (as opposed to UAWs, under accumulators of wealth). You and I might just call them thrifty, or maybe frugal. They don’t necessarily make all that much money, but somehow they just always seem to spend less than they make. And if one does that continuously, over a number of years, the mathematical effect of compounding kicks in and can work minor (economic) miracles.

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Newsletter Article: Remembering former congregation member and donor

Jean Smith Remembers FPC in Her Will

I didn’t know Jean Smith, but I wish that I had. From what her friends have told me about her, she sounds a lot like my high school English teacher, Helen Langley, who was a real motivator who gave me a love for the English language. Jean was a slight woman, but as we all know, sometimes small packages can yield valuable gifts. That’s what Jean Smith was, a real gift to those who knew her.

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