Creative Gift Planning
Thank you for attending the Virtual Gift Planning training. Below are some resources for your ministry.
Questions to Answer and Consider for Your Gift Planning Ministry:
- At what stage of the Gift Planning Ministry process is my church?
- Have we segmented our givers and identified Band 5 givers that are 50+ years of age?
- Do we have a plan to receive gifts? (Policies, Procedures & Legal Information)
- Do we have a ‘Case for Support,’ why someone should give a substantial high-capacity planned gift?
- Do we have full support from senior church leadership and or board members for a Gift Planning Ministry?
- Have we developed a budget for the Gift Planning Ministry?
- Do we have a plan to educate our senior church leadership and or board members on Gift Planning?
- Do we have people that are available to help volunteer with the Gift Planning Ministry?
- Are you ready to talk with givers and present them with the opportunity to give large gifts?
Gift Planning Ministry FAQ Resource
Virtual Training Presentation PDF