Session 2

What is the average age of United Methodists? Of the U.S. population?

58 (Methodists) 37 (U.S. population)

Session 3

What percent of Americans do not have a will?

65%

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

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

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

Cash = 5% Assets = 95% Wealth is held in assets. If you are asking from the cash bucket, you are asking from the small bucket!!! Wealth is held in assets. If you are asking from the cash bucket, you are asking from the small bucket!!! Image courtesy of Keerati at FreeDigitalPhotos.net

Session 4

What is the average age of persons who make their first charitable Commitment in their will?

Session 5

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?

“ Please remember us in your will and trusts.” Add this to your 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.

Session 6

If everyone in your church tithed their estate, how much do you estimate would be endowed in the next 50 years?

Estimating your Church members’ wealth transfer Estimate $181,000 per member of wealth transfer Determine a final tithe for the total Based on a 4% annual return on investment, determine what income the church would receive every year

Church with 750 members $181,000 x 750 members = $135,750,000 $135,750,000 x 10% (final tithe) = $13,575,000 $13,575,000 x 4% return = $543,000 / year forever for ministry $543,000 / year forever for ministry

Session 7

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?

$90,000 +

Session 8

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?”

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

What percent of donors who made a planned gift did so because they were asked?

70% OF DONORS WHO MADE PLANNED GIFTS DID SO BECAUSE THEY WERE ASKED. ASK, AND YE SHALL RECEIVE. YE HAVE NOT, BECAUSE BECAUSE YE ASK NOT.

Session 9

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

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

Session 10

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

Institutional loyalty

Session 11

Michael Rosen’s Benchmarks for a robust Planned Giving Program 1.Do bequest gifts to your church total at least _____ % of all charitable gift dollars each year? 2.How close are you to having _____ of your donors making a bequest commitment?

Michael Rosen’s Benchmarks for a robust Planned Giving Program 1.Do bequest gifts to your church 7– 9 % total at least 7– 9 % of all charitable gift dollars each year? 1/3 2.How close are you to having 1/3 of your donors making a bequest commitment?

Session 12

What is John Wesley’s directive? Make all you can Save all you can Give all you can

What is John Wesley’s directive? Make all you can Save all you can Give all you can