Stewardship Kaleidoscope
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Phil Melberg
Gaithersburg Presbyterian Church (MD)
Member PEER Board
Stewardship Kaleidoscope 2009
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From Cradle to Grave and Beyond
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Stewardship
Why people give
Ways to encourage
giving
Techniques people
can use
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There Are Only Three Things You
Can Do With Your Money
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All begin with “S”
From a universal point
of view
From a spiritual
perspective
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Scripture is the Cornerstone
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Psalm 1:1
Proverbs 3:9
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“Honor the Lord with
your wealth”
I Timothy 6:7
Psalm 49:16 & 17
W e b ro u ght no th ing into the w o rld …
w e can take n o thing o u t o f it.” (1 T im o th y 6 :7 ).
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I’s of Giving
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Identify
Involve
Inspire
Invite
Implement
Inform
Information
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Identify
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Great—Born before 1929
Silent—Born 1929-1945
Boomer—Born 1946-1963
Gen. X—Born 1964-1981
Millennial—Born since 1981
Stewardship Kaleidoscope 2009
81+
80-64
63-46
45-28
27 & younger
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Involve
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Volunteer
Leadership
Active
Family
Traditions
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Inspire
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The good it can do
Vision
Program expansion
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Invite
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ASK
ASK
It is not the size of
the gift—it is the
significance of the
sacrifice
ASK
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Implement
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Close the sale
Document the
commitment
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Inform
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Testimonials
Recognition
Promotion
We accept
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Bequests
Planned gifts
We provide help
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People, literature
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Information
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Document everything
Confidential
Session Minutes
Church archives
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Estate Planning
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What you have
To whom you want
When you want
For as long as you
want
Most beneficial
method
While you are able
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Planned Giving
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Document
Advisor
Considerations
Mutually beneficial
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Present or Deferred
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Immediate
Life Income
Deferred
When you are done
with it
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Why Planned Gifts?
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Fulfill philanthropic objectives
Leverage an outright gift
Diversify concentrated holdings
Balance riskier personal investments
Create a stable income stream
Create an income stream for others
Receive immediate tax benefits
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When Is The Best Time to Give
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Now
Via Life Income Plans
Bequests
Testamentary
When you are done
with it?
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Where Does Money Come From
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The offering plate
Paper or plastic
Electronic transfer
The person in the
pew!
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Types of Funds
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Annual
Special
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Memorial
Denomination
Capital
Permanent
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Why do people want to give
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In gratitude to God
Commitment
Contacted
Capacity
Cause
Satisfaction
Recognition
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Relationship is the Key
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Involvement
Participation
Leadership
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What Does The Church Mean?
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To You
To your family
To others
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How Much Does It Mean ?
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1%
5%
10%
3%
8%
15%
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Stewardship Committee
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Educates
Promotes
Informs
Provides
Oversees
Encourages
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Transparency
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The good you do
Satisfaction
Mutually beneficial
Needs & wants
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Promotion
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Newsletters
Bulletin Boards
Minute for Mission
www.yourchurch.org
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Saturation
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24/7/365
Monthly
Annually
Testimonials
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Recognition
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Policy & Procedures
Your church—name
plate, book
Entire building, room
If the donor wants it
In life, at death
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Invite
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Sample language
Needs and wants list
Various dollar levels
No gift too small—or
too large
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Everyone Can Endow Their Pledge
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Mortality rate is 100%
We want to remember you forever
In perpetuity is a long time
Foundation can manage funds
Unrestricted is best
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Resources
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Foundation Staff
Presbytery Committee
Congregation
Members
Allied Professionals
Web sites
PEER Network
Literature
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Giving Opportunities
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Bequests
100%
Life Income
Church
Charity
Family
Friends
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Ways of Giving
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Appreciated
Securities/Stock
Annuity
Bargain Sale
Bonds
Cash
Certificate of Deposit
Commissions
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Credit Card
Donor Advised Fund
Electronic Transfer
Foundation
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Community
Family/Private
Board Member
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More Ways of Giving
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Intellectual Property—patent, royalties,
Life Insurance—existing, new, joint, percentage,
Matching Funds—from your employer
Ordinary Income Property—copyrights, art,
Payroll Deduction
POD Accounts (payable on death)—signature
card designation
Pooled Income Fund
Real Estate—residential, commercial, vacation
home, undeveloped land
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Still More Ways of Giving
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Retirement Funds-Qualified—IRA, Keogh, Roth, (Lifetime
Gifts/Estate Distribution)
Royalties—literary & music compositions
Tangible Personal Property—antiques, art, boats, cars,
collections [stamps/coins], rare books
Trusts—Charitable Remainder, Lead, Unitrust, Flip
United Way—where donor designation is encouraged
Web Site (pay pal)
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Favorites
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If you don’t do it--it won’t get done
If you have not--the government has
Your will…now, that’s your final answer
You can make a difference…use your will
Do it today—forever…endow your pledge
Decide now to always be remembered
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Bequest
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General
Percentage
Residual
Contingent
Specific
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Restricted
Unrestricted
Endowment
Outright
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Provide Directions
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The person who makes a will is not
available to explain him or herself, or to
correct any technical deficiency or error in
expression, when it comes into effect on
that person's death, and so there is no
room for mistake.
Consumer Reports: 66% no valid will
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What Can a Pastor Do?
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New members
Wedding
Plan memorial service
Wills Sunday
Encourage plans
Other ways ___
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To Be Remembered
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for a month hide your will in a S D Box
for a year---Die without a will—probate will drag on
a leap year cycle—Omit the church from your will
for a decade---Have a tree planed in your name
for a score of years---Create a twenty year trust
for a century---Have your name engraved on a building
for a millennium---Establish a family foundation
in perpetuity---Create a named endowment fund
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Handouts
Stewardship Kaleidoscope 2009
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