Churches & Organizations Planned Giving Workshops

Foundation Workshops

Our workshops are designed to help build financial support for the ministries that are of the highest priority to your local church family. Explore the different types of church groups and topics below.  To schedule a workshop for your group or church contact the Foundation office at 573-875-4168.

Presentation Groups

Sunday School — Take about 20 minutes and let your adult group(s) know how easy it can be to give a gift of stock, plan an estate gift, or create a gift that provides fixed income to the giver — the many options for generous discipleship.

After-Church Luncheon — Take about an hour and a half to cover basic planning issues, the ways charitable gifts can complement other plans, and discuss how a legacy gift can make a difference at your church.

Board Meeting — Following the grant presentation take about 20 minutes to learn about other Foundation services including scholarship programs, stock gift processing, church investments, planned gift administration, and free educational material.

Workshop Topics

Leaving a legacy for your church — Your church makes a difference in your community and beyond. There are lots of ways faithful disciples can create a lasting legacy of financial support for favorite ministries.

Gift “How-To” — Gifts can come in a variety of shapes and sizes — shares of stock, IRA distributions, real estate, personal property, farm products — and tax savings can add icing to the cake!

Foundation “101” — Ministry grants, scholarships, planned gift administration, endowments, church investments, educational materials, sample policies — there are many ways to use your Foundation to strengthen ministry.

Estate Planning — The workshops offer an overview of basic estate planning issues and suggest ideas for charitable giving that can complement other planning considerations. The Foundation workshops are an excellent forum for discussion and an objective source of information. This is a great way to provide timely helpful information and plant seeds that encourage planned giving in your congregation.

  • Basic estate planning terminology
  • Basic planning documents
  • Wills and Living Revocable Trusts
  • Estate, gift and income tax issues
  • Legislative Updates
  • Gift Ideas
  • Tax-wise giving
  • Gift Annuities
  • Charitable Remainder Trusts
  • Gifts of appreciated stock
  • Gifts from IRAs
  • Beneficiary designations
  • And more

Presentation Questions

Will There Be Professional Legal and Accounting Advice Provided?

We are also happy to partner with local attorneys, accountants and other financial professionals who may wish to participate in panel discussion or other workshop formats.

What Demographic Are The Workshops Focused On?

Workshops can be tailored to the interests of any group and any format. This can also be an excellent program for your UM Men’s or UM Women’s meetings.

How Much Do The Events Cost?

Workshops are a free service provided by the Foundation for local churches and United Methodist-related institutions and organizations in Missouri.

When Do These Workshops Take Place?

We often conduct workshops following after-church luncheons, on Saturday mornings with coffee and donuts, as part of Wednesday night programming, or as a Sunday School program.

Is There Printed Literature?

Lots of free printed materials relating to the topics are provided.

How Long Do The Workshops Last?

The programs generally last anywhere from about 30 minutes to an hour and a half, depending on the format and audience.

To schedule a workshop for your group or church contact the Foundation office at 573-875-4168.