The Third Pocket

by | February 23, 2017

The Third Pocket

This is the month to take a hard look at how your church is “marketing for planned gifts.” Yes, marketing! All churches are happy to receive an estate gift and a lot of them “hope” they will receive more, but only about 2% seriously and systematically market for such gifts. So, while the church is “hoping” they will be remembered, the college – hospital- youth home – food bank and a million others are regularly sharing about how to do just that. Every church, regardless of size, should be regularly sharing about how such gifts can and do advance the Lord’s work. This month do this:

1) Set up an intentional endowment marketing team and charge them with creating a year round plan. Horizons has one you can copy, if you need.
2) Contact your denominational foundation about putting an endowment and gift acceptance policy in place. This can be done in less than a week.
3) At a minimum set up a seminar once a quarter where a foundation staff member, estate attorney, or development officer can teach about how such gifts can benefit the donor and the recipient.
4) Prepare informative articles for your newsletter that will go in a regular column at least once a month.
5) Establish a “Society” made up of all persons who have indicated that the church is in their will. Keep a running list of these on a board at the church.

There are a number of other ideas that can be found on our website or from your denominational foundation. Avail yourself of these resources.

Bottom Line – DO SOMETHING – don’t just hope.


Image Info: “Couples and Ponds” by Jennie-o licensed under CC BY 2.0

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