Session Documents

Orientation

Legacy Ministry Training Overview  DOC 

GUMF Planned Giving Strategies  DOC

Agenda for Committee Meetings for Self-Directed Training  DOC

Questions to Help Develop My Faith Story  DOC

Essential Legal Documents All Adults Should Have  DOC

Personal Estate Planning Organizer  EXCEL

Link to Planning your Legacy  A Guide to Planning Your Will and Trust   

Session 1

Q and A about the Process of Establishing an Endowment  DOC

Due Dates for Assignments EXCEL

Session 2

Church Endowment Statement  DOC

Essential Legal Documents All Adults Should Have  DOC

Link to Planning your Legacy  A Guide to Planning Your Will and Trust        

Personal Estate Planning Organizer  EXCEL

Health Care Directive DOC

Top 15% of donor contributions and effect on the annual budget  EXCEL

Session 3

Charge Conference Resolution DOC

Role of the Pastor, Chair and Permanent Endowment and Planned Giving Ministry Committee DOC

Session 4

Book of Discipline 2016 Paragraph 2534  PDF

Endowment Fund Grant Request Process   DOC

Session 5

Gift Acceptance Policy DOC

Legacy Gift Confirmation Form DOC

Georgia Code DOC

Session 6

Marketing Your Legacy Ministry  DOC

Endowment Presentation Talking Points DOC

Presentation to the Church Leadership PPT

Session 7

Marketing and Promotional Plan with Materials List  DOC

FUMC of Little Rock Endowment Brochure PDF  

Peachtree Road UMC Endowment Brochure PDF 

Hyde Park UMC Endowment Brochure  PDF 

East Cobb UMC Legacy Brochure  DOC

Washington First UMC Brochure  PDF

Legacy Ministry Brochure Sample for Bethlehem First UMC - inside DOC

Legacy Ministry Brochure Sample for Bethlehem First UMC - outside DOC

Session 8

Website Narrative  DOC

Hyde Park UMC 2015 Report from the Endowment Committee  DOC

First Bethlehem UMC 2011 Annual Endowment Report   PDF

Church of the Resurrection 2015 Annual Endowment Report   PDF

5 Tips to Drive Traffic to your Legacy Ministry Website  DOC

Letter to the Leadership  DOC

Final Tithe Letter  DOC

Legacy Sermon by  Dr. Buddy Cooper  DOC

Session 9

IRA Qualified Charitable Distributions DOC

Ways to Make a Legacy Gift DOC

Essential Legal Documents All Adults Should Have  DOC

Link to Planning Your Legacy  A Guide to Planning Your Will and Trust  

Personal Estate Planning Organizer  EXCEL

Healthcare Directive   DOC

Session 10

Narratives about Planned Giving  DOC

Bulletin insert or email - Giving through your will  DOC

Bulletin insert or email - Giving through your IRA   DOC

Ways to Give - Email blast and bulletin insert  DOC

Legacy Ministry Partners - Are you one?   DOC

Leave a Legacy This Christmas  PDF

Session 11

Annual Report to the Trustees, Church Council, and Charge Conference  DOC

How to Prayerfully Request a Legacy Commitment  DOC

Documentation of Contact for Legacy Giving Ministry   DOC

Marketing and Promotional Timeline with Materials List  DOC

Second Year Annual Goals for the Legacy Ministry DOC

Session 12

Agenda for Visit to Church Members about Legacy Giving   DOC

Member Visits Presentation  PPT

Questions from the Training Sessions  PPT

Frequently Asked Questions  DOC