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The following is a copy of the current Mid-Atlantic United Methodist Foundation's e-newsletter. You can have this newsletter delivered directly to your inbox every week by subscribing on the Mid-Atlantic United Methodist website right here.

New Legacy Giving Program

Jack Brooks, Executive Director
Mid-Atlantic United Methodist Foundation

“I just don’t understand why we weren’t included in the will. They were devoted members of our congregation, were generous with us in so many ways, I thought they would include a bequest to us. Why didn’t they make a legacy gift to our church? What could we have done differently?”

Frequently the two questions at the end are the beginning of a conversation with a pastor or lay leader wishing to make legacy giving a bigger part of a church’s future. The leadership senses a missed opportunity. Perhaps the greatest gift the donor’s have left the church is the motivation to create a comprehensive planned giving program for future donors. 

For me the first step is to better understand the variety of reasons the beloved congregants may have chosen another charity. Perhaps there was confidence the organization would impact others. It may have been they were passionate about the mission. They probably had frequent contact with the organization’s leader. At some point they have been involved in shaping the organization’s vision. 

There is one thing I am certain of, the charitable organization ultimately receiving the gift had a well developed plan for legacy gifts and frequently shared this comprehensive approach with others. They received a legacy gift simply because they dared to ask. 

The Mid-Atlantic United Methodist Foundation just developed a new seminar program for churches to better understand legacy giving. “Why People Don’t Leave Your Church a Legacy Gift” is designed to first understand a donor’s motivations and then develop action steps within the Church to address the donor’s needs. During this fast paced seminar, attendees participate in creating simple action steps the church can immediately take to empower legacy giving. 

But what good is a seminar program if it’s not supported during church implementation? Well after the seminar, as your church implements the action steps, free tools are available to support your church. All tools will be located on our legacy giving website and include articles, pre-printed materials, a weekly newsletter, ongoing coaching and much more.

To experience this program, plan to attend the first seminar at Holy Cross UMC in Reading PA. If it’s too far away, explore the opportunity to host a local seminar for churches in your area. My best advice is to begin the process of developing legacy giving in your church today, before you call and ask me “why didn’t they make a legacy gifts to our church?”

http://midatlanticfoundation.org/event/why-people-dont-leave-your-church-a-legacy-gift/

For more information please call the Foundation at 800-828-9093 Ext 1008

For the Latest Information Please Visit our Websites
www.midatlanticfoundation.org under the Investments Tab
Legacy and Planned Giving:
www.maumflegacy.org

Have you completed your Asset Allocation review?
A tool to review your Risk Profile Assessment is available.
For a copy please contact:
Tracy Brown, Operations Manager at 484-762-8211

Be the Blessing,
Jack Brooks
Executive Director
MAUMF

For the Latest Information Please Visit our Websites
www.midatlanticfoundation.org under the Investments Tab
Legacy and Planned Giving:
www.maumflegacy.org

Have you completed your Asset Allocation review?
A tool to review your Risk Profile Assessment is available.
For a copy please contact:
Tracy Brown, Operations Manager at 484-762-8211

Be the Blessing,
Jack Brooks
Executive Director
Mid-Atlantic United methodist Foundation
 
For more information call us at 800-828-9093 Ext 1008 or visit our Website: www.midatlanticfoundation.org

You are receiving this informative e-newsletter as service we are providing to our friends and supporters. You will find up-to-date, helpful information on topics that impact your quality of life, your finances and your legacy. We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planner, gift stories, finance news, and timely articles. Please contact us if we can run a proposal or be of assistance.

Jack Brooks
Executive Director


 

PERSONAL PLANNER

IRAs - Regular and Roth

While Social Security will provide approximately 40% of the average person's retirement income, an Individual Retirement Account (IRA) is an essential addition for a successful retirement.

Click to read more 


SAVVY LIVING

 

How to Manage Restless Leg Syndrome

What can you tell me about restless leg syndrome? I'm 58 years old and frequently have jerky, uncontrollable urges to move my legs, accompanied by a tingling sensation. This keeps me awake at night.

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DONOR STORY

 

Property Turns Into Income

Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.

Click to read more 

 


WASHINGTON NEWS

October 15 Tax Extension Deadline

In IR-2018-194, the Service reminded taxpayers to file their returns by October 15, if they previously asked for an extension. Over 14 million taxpayers chose to pay their tax by April 18, 2018, but elected an extension of their tax return filing date to...

Click to read more 


FINANCES

 

Stocks - PepsiCo's Earnings Exceed Estimates Read more

Bonds - Treasury Yields Hit Multiyear Highs Read more

CDs and Mortgages - Mortgage Rates Dip Read more

 


Thank you for your interest in planned giving. To access any of our resources, please go to our website.


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