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Legacy Ministry Introduction Schedule, Mountain Shadow Presbyterian in AZ
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Task Due Date Comment
Session adoption of Legacy Ministry Thursday, November 19, 2009 Action: Session
Create “wish list” ministry and projects to include in Legacy Ministry presentation and discussions Thursday, December 17, 2009 From Session with facilitation by Gifting and Stewardship
Update Legacy presentation materials in response to Session comments. Distribute by Email. Thursday, December 3, 2009 Review at regular stewardship meeting on December 17, 2009.
Identify “early adopters” of Legacy commitments to reference in introduction of Legacy Ministry Thursday, December 17, 2009 Action: Gifting and Stewardship Committee
Final review for legacy mailing Thursday, December 17, 2009 Review at regular Stewardship meeting
Initial Legacy materials complete and ready to be copied. Monday, January 4, 2010
Mail/Distribute Legacy Ministry materials. Thursday, January 21, 2010 Assemble at regular Stewardship meeting.
Question: Who should receive materials? All members? Frequent visitors?
Schedule Legacy Sunday to announce Legacy Ministry. Sunday, February14, 2010 Action: Presenter
Schedule and conduct meetings with Deacons, Choir, Men’s Ministry, etc. Distribute comment sheet and retrieve at the conclusion of the meeting. February – March 2010 Presentation should be at regular meeting if at all possible.
Action: Presenter, 2nd person
Record attendance at each meeting and document discussion. February – March 2010 Action: 2nd person
Refine presentation based upon questions received February – March 2010 Action: Update materials
Follow-up after meeting to determine if those attending either already include or plan to include MSPC in their wills or trusts.
Draft specific text/questions that everyone will ask during follow-up. We need to make this non-threatening and comfortable for the caller and well as the answerer. February – April 2010 Action: Follow-up questions / script
Action: Follow-up caller
Action: Follow-up caller
Record follow-up response for future reference. Maintain list of legacy participants. February – April 2010 Action: Maintain Legacy Ministry database
Draft Annual Spending Plan Policy for Session action. February – April 2010 David Raffety draft; Board review; Session adopt.
Please note that these are all samples and should not be used without careful review.
This is not intended to be legal, financial or accounting guidance but as a guide for the church to write its own material according to your local needs and restrictions. Please refer to your own accountant or attorney for accounting and specific legal counsel.