BradleyHills Presbyterian Church
Planned Giving Program Presentation
Planned Giving Roundtable
April 22, 2010
First Failed Effort - March 2008
Revival - March 2009
New Pastor David Gray
Karl Mattison
Gathering Consensus, Resolving Obstacles, Creating the Planned Giving Committee
Roles on the Committee
Leadership - The Critical Factor
Records/Minutes
Priorities / Sub-Committees
Communications/Materials
Education
Events
A Mission Statement to Present to Session
Proposed Revisions to the Manual for Ministry
The “Process”
Frequent Meetings
Preliminary Timeline - What To Do When
Review of Already Existing Materials
Drafts and Reviews - Multiple Reviews Helped to Clarify Our Thinking
Debate Over Forming a Legacy Society
Focus Groups - Lessons from a Failed Attempt
Surveys - An Idea Deferred
Planning the Debut
Planned Giving from the Pulpit - A Sermon on Discernment 2/14/10
“Minutes for Mission”
Three Consecutive Adult Education Sundays
A “Living Will” - Karl Mattison
“End of Life” Planning - Technical Preparations
Planned Giving - How to Leave a Legacy for the Future
A Kickoff “FUN” Reception
“Expert” Wine and Cheese Pairings
A Ten Minute Original Skit on Planned Giving by The Chancel Players
A Positive, Light, Motivational Message to Take Action
What Comes Next - Our Current Question
Much of What Happens Will Not Be Known
Keep the Idea Alive
“Moments for Planned Giving” in Services
Short Reminders in our Monthly Newsletter (e-mail and regular mail)
Reminders to Visit “Planned Giving” on our Website
Pulpit Mention
Pew Cards
Another “Event” in six months ?
Yet to be Determined
You Can Do It!
BradleyHills Presbyterian Church
Planned Giving Program Presentation
Planned Giving Roundtable - Documents
April 22, 2010
First Invitation to meet Karl Mattison (May 24, 2009)
Session Resolution (June 5, 2009) to establish:
Planned Giving Subcommittee of the Financial Stewardship Lay Ministry
Initial list of “Things to Do" (June 21, 2009)
Working Draft of “A Planned Giving Program” (July 9, 2009)
Communications Strategy (October 8, 2009)
Changes to Manual for Ministry (October 5, 2009)
Planned Giving Launch Schedule (January 8, 2010)
Brochure Mailed to Members (February 8, 2010)
Draft Pew Cards
Planned Giving Vehicles/Options
Letter to Members re: Planned Giving Events (January 19, 2010)
Budget for Planned Giving Launch (January 2010)
Wine & Cheese Reception Invitation
Wine & Cheese Pairings (March 6, 2010)
“Motivation” A Play in Ten Minutes (March 6, 2010)
Bradley Hills Presbyterian Church Website - Current
BradleyHills Presbyterian Church
Planned Giving Program Presentation
Planned Giving Roundtable - Documents
April 22, 2010
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