1. What is the average age of United Methodists?

2. 58

3. What percent of Americans do not have a will? What percent of Americans with children do not have a will?

4. What percent of Americans do not have a will? 65% What percent of Americans with children do not have a will? 50%

5. What is the average age of persons who make their first charitable bequest commitment?

6. 40 - 50

7. In Michael Rosen’s article on Myths, Marketing and Facts of Planned Giving, what 8 simple words does he recommend to be used as a tagline as often as possible?

8. “ Please remember us in your will and trusts.” Add this to your email signature block, business cards, letterhead, newsletters, website, and anything else your church prints. This simple sentence will allow you to plant the idea about planned giving and will keep the message ubiquitous.

9. How much of our nation’s wealth is in cash?

10. 5%

11. A generous church member left a $750,000 bequest to the Decatur First UMC endowment fund for scholarships for students affiliated with the church. How much would you estimate has been given to student scholarships in the last 3 years?

12. $90,000 +

13. What percent of donors “indicated they believe it is appropriate for nonprofits to ASK for legacy gifts?” What percent of donors “indicated they believe it is appropriate for nonprofits to ASK for legacy gifts?”

14. 88.7% Remember, if you want the gift, you have to ask for it.

15. Using a C-------- G---- Using a C-------- G---- for a legacy gift appeal can create urgency leading to action.

16. Using a CHALLENGE GRANT Using a CHALLENGE GRANT for a legacy gift appeal can create urgency leading to action.

17. What is the highest predictor of a donor’s propensity to make a planned gift?

18. Institutional loyalty

19. Potential For Planned Gift >$25,000$25,000 – $49,999 $50,000 – $74,999 $75,000 – $99,999 $100,000+ Gift In Place %%% Consider Gift %%% What percent difference is there between the families > $25,000 and families with $75,000 - $99,000 of income … In the percent of Gifts in Place? ________ In the families who would Consider a Gift? ________

20. Potential For Planned Gift >$25,000$25,000 – $49,999 $50,000 – $74,999 $75,000 – $99,999 $100,000+ Gift In Place 6.6%7%7.6%6.5%10% Consider Gift 28.4%34.6%28.8%26%35.6% What percent difference is there between the families > $25,000 and families with $75,000 - $99,000 of income … In the percent of Gifts in Place?.1% In the families who would Consider a Gift? 2.4%

21. What is John Wesley’s directive?