COVID-19 has had sweeping worldwide economic effects. Longterm sustainable funding for churches through creative gift planning has become essential for ministry health and success. Experts are predicting that gift planning for the 68 trillion dollar wealth transfer will only be accelerated because of the pandemic.
During this 3-hour training, you will learn from professional generosity and stewardship advisors about how your church can use gift planning to advance ministry opportunities and build stable financial reserves.
What You'll Learn –
-Current Wealth Transfer Statistics & Demographics of Givers
-What a Gift Planning Ministry Entails
-How to Identify Your High-Capacity Givers
-How Charitable Vehicles Work & What They Mean (Charitable Remainder Trusts, Donor -Advised Funds, Pooled Income Funds, Estate Plans, Bequests)
-Which Gift Solutions Are Best for Your Church
-Strategy for Developing Your Gift Planning Ministry
-How to Talk With Givers
You and your team will receive all the resources necessary to start a gift planning ministry for your church.
Build sustainable long-term funding that impacts ministry today and for the future with creative gift planning solutions!
During this 3-hour training, you will learn from professional generosity and stewardship advisors about how your church can use gift planning to advance ministry opportunities and build stable financial reserves.
What You'll Learn –
-Current Wealth Transfer Statistics & Demographics of Givers
-What a Gift Planning Ministry Entails
-How to Identify Your High-Capacity Givers
-How Charitable Vehicles Work & What They Mean (Charitable Remainder Trusts, Donor -Advised Funds, Pooled Income Funds, Estate Plans, Bequests)
-Which Gift Solutions Are Best for Your Church
-Strategy for Developing Your Gift Planning Ministry
-How to Talk With Givers
You and your team will receive all the resources necessary to start a gift planning ministry for your church.
Build sustainable long-term funding that impacts ministry today and for the future with creative gift planning solutions!
LOCATION
ZOOM VIRTUAL TRAINING
DATE / TIME
June 3, 2020
9:00 AM - 12:00 PM
COST
$399 per church
Up to 10 people may attend from your church with one ticket.
Workbook and all additional resources are included.
9:00 AM - 12:00 PM
COST
$399 per church
Up to 10 people may attend from your church with one ticket.
Workbook and all additional resources are included.
On average, planned gift amounts are
200-300 TIMES GREATER
then the giver's regular annual gift!
200-300 TIMES GREATER
then the giver's regular annual gift!
PRESENTERS
Our team of professional gift planning experts can help your church develop, build, and manage your gift planning ministry. Together we can help you achieve sustainable longterm funding that meets the needs of your ministry today and for the future!
David Thoroughman
CO-FOUNDER & CEO,
MORTARSTONE
MORTARSTONE
David is the Co-founder of MortarStone and has the honor and privilege of helping thousands of churches track over $15 billion of giving for the cause of Christ. David's experience includes 20+ years in the mortgage banking industry and he currently sits on the board for the National Community Foundation.
Emanuel J. Kallina, II
MANAGING MEMBER, KALLINA & ASSOC. LAWYERS
Mr. Kallina focuses his practice on estate and charitable planning for high net worth individuals. He has practiced extensively over the years in the related fields of business law, corporate tax law, partnerships, and real estate. Mr. Kallina is a co-founder and member of the Board of Directors of the Planned Giving Design Center.
Meagan Brown
VICE PRESIDENT OF SALES, MORTARSTONE
Meagan is the Vice President of Sales & a Generosity Coach for MortarStone. She was previously a retirement and financial planner and also served as the Pastor of Stewardship, where she spent seven years helping to develop a Stewardship Ministry across a multi-campus, 10,000 member church.
Christianna Luy
ASST. VICE PRESIDENT,
CCS FUNDRAISING
CCS FUNDRAISING
Christianna is the Assistant Vice President for CCS Fundraising. In her role, Christianna has directed several multi-million dollar campaigns and has worked to strengthen relationships with donors, train and manage volunteers, and ensure gifts are producing measurable results.
Greg Gibbs
Senior lead navigator,
Auxano
Auxano
Greg studied Organizational Communication as an undergrad and holds a master's degree in Theology.
Greg is both practitioner and consultant. He recently finished a decade as the Director of Organizational Advancement for Kensington Church - his home church and one of the largest in the United States.
Greg is both practitioner and consultant. He recently finished a decade as the Director of Organizational Advancement for Kensington Church - his home church and one of the largest in the United States.
Register Today - Limited Space Available!
QUESTIONS?
Have a question about the event? Fill out the form or send us a direct email.