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An interfaith guide to planned giving. Planned gifts are typically the largest gifts received by a charity and can transform religious organizations and congregations to become more sustainable, impactful, and vibrant entities for decades to come. Encouraging planned gifts to congregations and religious organizations is essential at this time of tremendous generational wealth transfer; these gifts also provide an opportunity to enhance relationships between supporters and organizations. Many congregations and religious entities fear that they cannot raise these transformational gifts due to a lack of expertise among staff or volunteers, the limited financial resources of their constituents, or the simple discomfort of addressing ultimate issues with donors.
Faithful Giving can help change those dynamics.
The book is intentionally inclusive of Christian and other faith traditions by offering several case studies from a variety of Christian denominations and other religions, including Roman Catholic, Episcopal, Presbyterian, Lutheran, Baptist, Jewish, Muslim, Hindu, Sikh, and others.
List of contents
ForewordRobert F. Sharpe Jr.
PrefaceJames W. Murphy
Introduction: On Sustaining Religion-Community in America: A Glimpse through a Multi-religious Lens
Lucinda Allen Mosher
Raising to the Level of Family and Legacy Giving
James W. Murphy
Case Study. The Legacy of Peoplehood
Stacy B. Sulman
Case Study. Legacy Planning in Islam
M. Yaqub Mirza
Chapter 2. Building Trust with Donors and Leaders
James W. Murphy
Case Study. An Invitation to Donors to Be Co-Missionaries in Our Ministries and Missions
David P. Uribe
Case Study. Endowment Program for the Hindu Community
Pandit Roopnauth Sharma
Chapter 3. Choosing Planned Giving Leaders and Other Leadership Issues
James W. Murphy
Case Study. Helping Faithful Congregations Lift Up Planned Giving
Yvonne Jones Lembo
Case Study. Connecting with the Vision
Perkin F. Simpson
Chapter 4. Types of Planned Gifts
James W. Murphy
Case Study. Insurance as a Planned Gift for Your Congregation or Religious Organization
Davida Isaacson
Case Study. Stewardship of Real Estate-Mutual Benefits and Opportunities for Generosity
Randall Nyce
Chapter 5. Raising Awareness
James W. Murphy
Case Study. The Spirit of Sacha Sauda: Five Centuries of Sikh Giving: From Charity to Philanthropy
Rupinder Singh Brar
Case Study. Leaving a Gift of Encouragement
Peter Misiaszek
Case Study. The Essential Phases of a Planned Giving Program
Karl Mattison
Chapter 6. Donor Planning
James W. Murphy
Case Study. Islamic Wills and Islamic Relief USA
Anwar Ahmad Khan
Case Study. Strategies for Planned Giving
Amy Palmer
Chapter 7. Legacy Societies
James W. Murphy
Case Study. Reflections on Legacy Planning in Hawaii
Peter C. Pereira
Case Study. LIFE & LEGACY®
Arlene D. Schiff
Chapter 8. Memorial Funds
James W. Murphy
Case Study. Context for Planned Giving and an Opportunity for Testimony
Sarah Charters
Case Study. Planning Your Estate: What Does It Mean to Give a Percentage? What Does It Mean to Give from Your Heart?
Charles E. Cloughen Jr.
Afterword. In Time of Covid-19
Margaret M. Holman and James W. Murphy
ConclusionJames W. Murphy
Acknowledgments About the ContributorsDenominational Resources and Foundations for Planned Giving
About the author
JAMES W. MURPHY, a Certified Fund Raising Executive, is
Managing Program Director at the Episcopal Church Foundation (ECF). Active in ecumenical collaborations, he works with congregations, dioceses, and other Episcopal organizations to grow their endowments and develop their planned giving programs and various philanthropic efforts and resources. He holds a Masters in Christian Spirituality from General Theological Seminary, and a Bachelors from NYU's Stern School of Business. He is a member of the Association for Financial Professionals (AFP) and the Philanthropic Planning Group of Greater New York (PPGGNY). He lives in New Jersey.
Summary
An interfaith guide to planned giving.
Planned gifts are typically the largest gifts received by a charity and can transform religious organizations and congregations to become more sustainable, impactful, and vibrant entities for decades to come. Encouraging planned gifts to congregations and religious organizations is essential at this time of tremendous generational wealth transfer; these gifts also provide an opportunity to enhance relationships between supporters and organizations. Many congregations and religious entities fear that they cannot raise these transformational gifts due to a lack of expertise among staff or volunteers, the limited financial resources of their constituents, or the simple discomfort of addressing ultimate issues with donors. Faithful Giving can help change those dynamics.
The book is intentionally inclusive of Christian and other faith traditions by offering several case studies from a variety of Christian denominations and other religions, including Roman Catholic, Episcopal, Presbyterian, Lutheran, Baptist, Jewish, Muslim, Hindu, Sikh, and others.
Foreword
Covering ‘best practices' from experts working in Roman Catholic, Episcopal, Presbyterian, Lutheran, Baptist, Jewish, Muslim, and Hindu contexts, Faithful Giving provides tools to motivate prospective donors to make transformational gifts.
