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?

What percent of Americans do not have a will?

65%

What percent of Americans do not have a will?

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!!!

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?

40 - 50

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 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.

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

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?”

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

YE ASK NOT.

Session 9

Using a C-------- G---- for a legacy gift appeal can

create urgency leading to action.

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 total at least 7– 9 % of all charitable gift dollars each year?

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