Showing posts with label Planned Giving. Show all posts
Showing posts with label Planned Giving. Show all posts

Monday, August 22, 2011

Christian Fundraiser's Giving Resource

The ECFA has many great resources, but I want to highlight one in particular. It is a 32-page booklet called Giving from the Heart: A Legacy that Lasts Forever. Here are the topics covered:


  • A Godly Steward

  • Your Time and Talents

  • Gifts to Family

  • Outright Gifts

  • Gifts of Securities

  • Gifts of Inventory

  • Gifts of Life Insurance

  • Gifts of Inventory

  • Gifts of Real Estate

  • Giving a Life Estate

  • Giving through Charitable Remainder Trusts

  • Giving Through Your Will

  • Giving Through Charitable Gift Annuities

  • Giving Through Living Trusts

  • Giving Through Donor Advised Funds

  • When Gifts Are Deductible

  • Your Charitable Deduction Limitations and Proving Your Deductions

This handy booklet can be ordered in bulk at discounted rates. You can call 800-323-9473 and they will send you a free copy to review. You can go here for a link to the ECFA page.


Please order the free one for yourself and see if the booklet, in combination with you overall stewardship plan, can help educate donors in how they can support the Kingdom work going on at your school.

Tuesday, January 18, 2011

The Fundraiser's Legacy

When we get the opportunity to speak to donor's about the future we often invoke terms like legacy or (more recently) "paying it forward". The goal of these discussions is to encourage our donor friends to think about the longer-term impact of their giving. Planned giving often means annuities, wills, trusts, insurance policies. These are, however, the technical instruments by which the donor implements their desires. The fundraiser, however, can help flesh out some ideas that the donor might have. We can ask questions like:
  1. What are your big ideas or ambitions for the school - maybe 10 years away?
  2. What do see being your role in those plans - assuming that all of the resources are in place?
  3. What would have to be happening now and in the near future to begin to put these plans in place?

These kinds of conversations give donors permission to dream, something they don't often get to do. For example, a donor and parent told me that they would like to see Tall Oaks do something in the area of special education. We started to talk about what would be required to add this dimension (without specific commitments) and we did some structured brainstorming.

Now, how about us? Do we look five to ten years in the future and think about what we could envision?

If the Lord gave us capable people, do we have a plan for multiplying ourselves through them? What are the plans for connecting with the community and building long-term and cooperative relationships? Have we thought about endowments for scholarship, teacher training and benefits, facilities, and additional offerings?

Thinking about legacy causes us think more proactively than reactively, which is better for the long-term health of the school.

Thursday, February 19, 2009

Planned Giving for Eternity

Dale Walvort is Director of Advancement for Kalamazoo Christian Schools, an association that has been in existence for 130 years. He wrote this to friends of the school in November 2008.

Several months ago I attended a meeting that focused on planned giving opportunities in challenging economic times. Several of the topics were interesting, so I decided I would write an article about them for the next issue of our newsletter.

But things didn’t go as smoothly as I thought they would when it came time to “put pen to paper.” At first I couldn’t find the right type of reference material. Then I had several unexpected changes in my schedule.

When you read this several months will have passed since September 2008. But I am sure you remember those few days in September to be one of the most turbulent times for our economy since the Great Depression. All of our financial institutions seemed shaken down to their cores. Nothing seemed permanent anymore.

I was at the Barnabas Foundation annual meeting while all of this was happening. This organization is a Christian foundation that provides planned giving services to its Christian ministry members and their constituents. The seminars focused on issues such as the importance of will planning, how to promote planned giving, and some technical estate planning matters. The dominant theme of all discussions was that everything in this world belongs to God.

Then at the end of the week I was in church and noticed in the bulletin that the sermon topic was “Joy that Outlasts This Life.” As I listened to the message and followed the outline I was blessed to discover that my pastor had chosen to preach on the stewardship principles found in I Timothy 6. One of his central themes was that while everything in our lives on earth is temporal, we can use our material possessions to ensure future, or eternal, joy.

There haven’t been many times in my life where God has spoken to me as clearly as He did during that week. For this article, it would have been a good thing to tell how a charitable gift annuity can create tax savings in a down economy. But most people, including me, must work hard to remember that God owns everything in our lives and that we must use our material possessions to advance his kingdom. So my topic changed after that week ended.

Many (most, I hope) of you reading this article love and appreciate Christian schooling. Some have “lived” our schools for an entire lifetime, while others have been partners for several years. No matter how long you have been part of Christian schooling it’s my hope that you can see how the investment in the lives of Christian students is indeed an eternal investment.

Everyone’s financial situation is different (and changing, as we have seen in the past months). But one thing that will always remain constant is the opportunity to give back to God’s kingdom on earth when one goes to His heavenly kingdom. The process of preparing for that time is called planned giving.

So if you want to make a true eternal investment, I encourage you to learn about the basics of estate planning and about stewardship opportunities. These come from meeting with me and our planning partners.

Several other Christian schools around the country have a base of financial strength that is almost unequaled simply because they and their constituents have worked intentionally in the area of planned giving for many years; some are willing to name a schools as a partial beneficiary in their estate plan. Now these schools are in a strong position to be able to handle any decline in enrollment and the need for new facilities because of the eternal investments that were made. But first things must come first. Will you take this step of true stewardship?