Services for Churches - Gift Planning and Endowment Services

Wills Program Support Materials

The Timeless Giving Wills Program addresses the critical need for estate planning education in churches. This flexible program provides the tools for creating a plan to identify, cultivate, solicit, and thank bequest donors.

This page serves as a platform for downloading resources. Timeline, Support Materials, and Next Steps contain the material corresponding to those sections in the binder provided by your Texas Methodist Foundation development officer. 

Timeline

• Timeline for Year One
• Timeline for Year Two

Support Materials

Getting Started

• Sample Pastor Letter to Introduce Program
• Wills Survey
• Introductory Wills Brochure
• Wills Response Card

Communicating & Educating

• Wills Seminar Promotion Poster
• Wills Information for Newsletters and Bulletins

     Newsletter & Bulletin Inserts

• When is the Right time to Write my Will?
• Too Young for a Will?
• Do You have Will Power?

     One-Page Flyers

• Should a Woman have a Will?
• How do I make a Bequest to My Church?

     Sermon Resources

• In for the Long Haul Sermon Example
• Wesley and Giving by Bishop Carder
• A Wesleyan Perspective on Stewardship by Sanford Coon
• Scripture Resources

Motivating & Appreciating

• Gift Acknowledgement Card

     Legacy Society

• Introduction Letter
• Brochure
• Appreciation Event Invitation

Next Steps

• Estate Planning: “Extending Your Reach - Leaving a Legacy” Seminar Promotion Poster
• Charitable Gift Annuity Flyer

 

• Timeless Giving Wills Kit for Church Leaders
• Starting a Permanent Endowment
• Growing an Endowment Fund
• Seminars on Gift and Estate Planning
• More Endowment Resources
• Meet Our Consultants
• Gift Planning for Individuals

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