Legacy and planned giving tool box
Our regional gift planners, Lisa Higginbotham, CFRE and Josh Kerney of ELCA Foundation, share the wide array of resources easily implemented with their help and designed to drive increased engagement and gifts written to your congregation. View as PDF or in this post.
Create Process and Policy
Endowments help sustain the stability of ministry funding by creating stable distributions used to support important minis-tries to your congregation.
Endowment Bylaw/Continuing Resolution Review or Creation
Endowment Campaign
Ministry Growth Fund Presentation or Annual Review for existing investors
Gift Policies build trust and knowledge with members that their gift will be considered and implemented equitably, and create a pathway for committee members to follow, thereby decreasing conflict.
Gift Policy Review or Creation
Educate and Engage
Facilitated Book Study to stimulate conversations about stewardship/giving/money.
Articles provided by RGP in newsletter/bulletin inserts/email blast
Schedule two Temple talks from Congregation Leaders prior to Legacy Presentation
Pastor shares a sermon connected to Legacy and/or Stewardship
Legacy Presentation by RGP (Donors may self-identify for continued conversation)
Connect Donors to Resources
Confidential meeting with donor to facilitate their charitable plan
Stewardship of gifts by Regional Gift Planner
Legacy Society and Insights Newsletter Engagement
Steward Resources
Holy Closure/Preserving Legacy facilitation
All are invited to these complimentary webinars offered by ELCA Foundation in 2022
Ministry Growth Fund Investor Webinar
Q2 April 29th
Q3 July 29th
Q4 October 28th
Legacy Webinars
May 27th “Giving More Than You Have”
August 26th “Pay Yourself then Pay It Forward”
December 2nd “Giving Forever”
Lisa Marie Higginbotham
ELCA Foundation planner
Contact Lisa Marie here.
Josh Kerney
ELCA Foundation planner
Contact Josh here.