Stewardship Kaleidoscope Stewardship Kaleidoscope 2009 2009 1 Stewardship Kaleidoscope Stewardship Kaleidoscope Phil Melberg Phil Melberg Gaithersburg Presbyterian Gaithersburg Presbyterian Church (MD) Church (MD) Member PEER Board Member PEER Board
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Stewardship Kaleidoscope 20091 Stewardship Kaleidoscope Phil Melberg Phil Melberg Gaithersburg Presbyterian Church (MD) Gaithersburg Presbyterian Church.
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Fulfill philanthropic objectivesFulfill philanthropic objectives Leverage an outright giftLeverage an outright gift Diversify concentrated holdingsDiversify concentrated holdings Balance riskier personal investmentsBalance riskier personal investments Create a stable income streamCreate a stable income stream Create an income stream for othersCreate an income stream for others Receive immediate tax benefitsReceive immediate tax benefits
Why do people want to giveWhy do people want to give
In gratitude to GodIn gratitude to God CommitmentCommitment ContactedContacted CapacityCapacity CauseCause SatisfactionSatisfaction RecognitionRecognition
Everyone Can Endow Their Everyone Can Endow Their PledgePledge
Mortality rate is 100%Mortality rate is 100% We want to remember you foreverWe want to remember you forever In perpetuity is a long timeIn perpetuity is a long time Foundation can manage fundsFoundation can manage funds Unrestricted is bestUnrestricted is best
Intellectual Property—patent, royalties,Intellectual Property—patent, royalties, Life Insurance—existing, new, joint, Life Insurance—existing, new, joint,
percentage,percentage, Matching Funds—from your employerMatching Funds—from your employer Ordinary Income Property—copyrights, art,Ordinary Income Property—copyrights, art, Payroll DeductionPayroll Deduction POD Accounts (payable on death)—signature POD Accounts (payable on death)—signature
card designationcard designation Pooled Income FundPooled Income Fund Real Estate—residential, commercial, Real Estate—residential, commercial,
vacation home, undeveloped landvacation home, undeveloped land
Royalties—literary & music compositions Royalties—literary & music compositions Tangible Personal Property—antiques, art, boats, Tangible Personal Property—antiques, art, boats,
cars, collections [stamps/coins], rare bookscars, collections [stamps/coins], rare books Trusts—Charitable Remainder, Lead, Unitrust, Flip Trusts—Charitable Remainder, Lead, Unitrust, Flip United Way—where donor designation is United Way—where donor designation is
encouragedencouraged Web Site (pay pal) Web Site (pay pal)
If you don’t do it--it won’t get doneIf you don’t do it--it won’t get done If you have not--the government hasIf you have not--the government has Your will…now, that’s your final answerYour will…now, that’s your final answer You can make a difference…use your willYou can make a difference…use your will Do it today—forever…endow your pledgeDo it today—forever…endow your pledge Decide now to always be rememberedDecide now to always be remembered
The person who makes a will is not The person who makes a will is not available to explain him or herself, or available to explain him or herself, or to correct any technical deficiency or to correct any technical deficiency or error in expression, when it comes error in expression, when it comes into effect on that person's death, into effect on that person's death, and so there is no room for mistake.and so there is no room for mistake.
Consumer Reports:Consumer Reports: 66% no valid will 66% no valid will
New membersNew members WeddingWedding Plan memorial servicePlan memorial service Wills SundayWills Sunday Encourage plansEncourage plans Other ways ___Other ways ___
for a month hide your will in a S D Boxfor a month hide your will in a S D Box for a year---Die without a will—probate will drag for a year---Die without a will—probate will drag
onon a leap year cycle—Omit the church from your willa leap year cycle—Omit the church from your will for a decade---Have a tree planed in your name for a decade---Have a tree planed in your name for a score of years---Create a twenty year trustfor a score of years---Create a twenty year trust for a century---Have your name engraved on a for a century---Have your name engraved on a
buildingbuilding for a millennium---Establish a family foundation for a millennium---Establish a family foundation in perpetuity---Create a named endowment fundin perpetuity---Create a named endowment fund