Sample “Legacy Giving” Flier
This handy flier can be given to members who are interested in learning more about how various planned giving / estate giving vehicles operate. Sample language to take to a lawyer
Reinvigorating Your Legacy Society
Topics Covered: Steps to Start Your Planned Giving Ministry Most Common Planned Giving Vehicles and their Benefits
Planned Giving, Legacy Societies, & Endowments – The Basics
Topics Covered: How to start a new legacy society in your congregation Review of resources, books, and pamphlets church planned giving programs Detailed review of planned giving ve
CARES & SECURE Act Implications on 2020 Taxes and Giving
Topics Covered: Learn how the CARES and SECURE Act change your taxable income for 2020 Discuss some best practices for making gifts from retirement accounts General Planned Giving
