1. J. Clif Christopher, CFRE
Planned Giving
J. Clif Christopher, CFRE

2. Lots of Old People 10,000 people turn 65 every day 300,000 every month
3.6 million every year

3. Source: Giving USA Foundation TM /Giving USA 2017
BEQUEST CONTRIBUTIONS 2016 $30.36 BILLION BILLION ↓ 1 MILLION IN ASSETS
Source: Giving USA Foundation TM /Giving USA 2017

4. NO! NO! NO! NO! NO! Don’t Endowments Decrease Annual Giving?
There is a reason every college does both.

5. Policy is a Must
Endowment Policy
Gift Acceptance Policy

6. Lots of Tools – Our Problem!
Gift Annuity
Life Estate
Charitable Lead Trust
Charitable Remainder Trust
Complicated!!
NOT REALLY

7. THE WILL What would a tithe bring? Best Planned Gift
Easiest Planned Gift
Most Used Planned Gift
THE WILL
What would a tithe bring?

8. Marketing Is The Key Four times a year Letter Speaker Brochure
Ask 1 person a month
(Over 300 in worship)

9. J. Clif Christopher, CFRE