��Generous Together: Endowments & Planned Giving � ���
Tharan Leopold
Regional Gift Planner, M.A, CFRE, CES
ELCA Foundation
SYNODS:
*Southeastern Minnesota Synod
*Northeastern Minnesota Synod
*Southwestern Minnesota Synod
LOCK
IN
YOUR
ANSWER!!
Estimates suggest that between $___ trillion
and $___ trillion will be passed down in the U.S. alone by 2045, making it one of the largest wealth transfers in history.
“We’d love to help!”*
*Every Gift Planner, ever.
Encouraging a culture of generosity within congregations and other organizations of the ELCA
Endowments:
“What is a Planned Gift?”
What is a Planned Gift?
Any gift,
realized now or in the future,
that requires more preparation than writing a check.
3 Types of Planned Gifts
Stocks/Bonds, QCDs, Real Estate, Commodities
Charitable Gift Annuities, Charitable Remainder Trusts, Retained Life Estates
3. Testamentary Gifts payable upon the donor’s death
Bequests, Beneficiary Designations, Retirement Plans, Payable/Transfer on death (bank and brokerage accounts)
This Photo by Unknown Author is licensed under CC BY-NC
Do I need to know about all of these?
That’s what the ELCA Foundation Regional Gift Planners are for!
I’ll listen to your story.
I’ll offer workshops.
I’ll help you see what’s possible.
I’ll always follow up.
“My plate is full. �Why would I add planned giving to my list of priorities?”������
Transformational for your congregation
Largest gift a donor may ever make
“Safe” gift for your donors
“This sounds like a good thing, but how do I even begin to introduce this to my congregation?�
“The way to get started
is to quit talking and begin doing.”
INSPIRE
INFORM
INVITE
The way to get started with planned giving is:
INFORM
INSPIRE
With God, all things are possible.
Matthew 19:26
INVITE
We don’t come in “solution first.”
For ELCA members, the gift planning services of the ELCA Foundation are without cost and without obligation.
It costs nothing to have the conversation…
How We Work Together:
Congregation
“Have you considered including our congregation in your will or estate plan?”
ELCA Foundation
Additional Services of ELCA Foundation
Stock Transfers
Real Estate
CGAs/CRTs
Consider This:
Estimates suggest that between $30 trillion
and $84 trillion will be passed down in the U.S. alone by 2045, making it one of the largest wealth transfers in history.
*Aging Baby Boomers – Many boomers (born 1946-1964) are retiring or passing away, leaving behind wealth in the form of real estate, investments, businesses, and cash.
*Inheritance & Estate Planning – Heirs are expected to receive significant inheritances, though tax policies and estate planning will play a role in how much is transferred effectively.
I was told there would be no math.
Planned Giving Hub
www.Foundation.ELCA.org/pghub
Thank you!
www.Foundation.ELCA.org
Tharan.Leopold@ELCA.org