General Policies and Guidelines

Have You Thought Through Some Critical Questions?
for A Planned Giving Program:
The following are preliminary topics to prepare for a launch or re-launch of a planned giving program. Many of these topics will be covered in greater depth throughout this series.
1. ENDOWMENT
Endowment: Is there or will there be an endowment? Some churches may wish to have planned gifts be available for immediate spending needs. While this may be necessary in certain situations, this is generally not a best practice.
Be certain to categorize the funds properly. Are the funds really intended to be?:

Bradley Hills Presbyterian Church

Planned Giving Program
Intake and Tracking Form

This form is to be filled out initially by the person first receiving a request or contact pertaining to planned giving, and thereafter to record each action someone takes to assist the member. Each time a new entry is made, a copy of this report should be emailed to [planned giving chair] and to [business administrator].
____________________________________________
1. Initial Inquiry/Contact:
a. Name of Member: _________________
Phone #: __________ Email: ___________

ABOUT YOUR CHURCH
1. Which of the following best describes your church’s setting and ministry?
a. Urban, Suburban, Urban/Suburban, Small City, Rural
2. What is the current membership of your church?
a. 1-100, 101-250, 251-500, 501-800, 801-1500, 1500+
3. How many pledging units in your church?
a. 1-50, 51-100, 101-200, 201-300, 301-500, 500+
4. What is your church’s average worship attendance? (If more than one service, please indicate the total worshippers in all services)
a. 1-50, 51-100, 101-200, 201-300, 301-500, 500+

ENDOWMENT GENERAL
The term "Endowment":

Legacy Ministry Distributions Policy and Procedure

Purpose
The purpose of this policy is to outline priorities and procedures undertaken by the Legacy Ministry Board (“Board”) when considering a request for funding. This is a policy under the Legacy Ministry Operating Plan. Refer to the Operating Plan for context and definitions for this policy.

Scope

Legacy Ministry Operating Plan
Mountain Shadows Presbyterian Church

Mountain Shadows Presbyterian Church of Tucson, Arizona, concerned about the broader mission of the Church and this congregation, has established a planned gifting program, by action of the Session on November 19th, 2009, known as the Mountain Shadows Legacy Ministry.

Purpose

Legacy Ministry Gift Allocation Policy

Purpose
The purpose of this policy is to outline the considerations taken into account when the Legacy Ministry Board (“Board”) reviews gifts to the Legacy Ministry to classify the gift as either Designated or Undesignated. This is a policy under the Legacy Ministry Operating Plan. Refer to the Operating Plan for context and definitions for this policy.

Background

Endowment Grant Application

Exhibit III
First Presbyterian Church
Endowment Spending Policy
January 1, 2003

Purpose

The purpose of this Policy is to set forth the principles and guidelines for spending the church’s endowment fund (the “Fund”) to achieve the following goals:

Safeguard the Fund for future generations.

Enable the maximum amount of spending that can be maintained over the long term.

Ensure that Fund income is as stable and enduring as possible.

Ensure that the stated wishes of donors are honored.

Spending Objectives

A. Generational Neutrality