Interfaith Lessons for Planned Giving Leaders—Are Your Congregation’s Planned Giving Efforts Struggling? Has It Been Difficult Getting Started or Maintaining Enthusiasm?
This workshop will review the insights learned, common ground discovered, and tools developed from a variety of religious traditions: Jewish, Muslim, Sikh, Hindu, and numerous Christian denominations. Led by the author of Faithful Giving: The Heart of Planned Gifts, an interfaith book on starting and maintaining planned giving programs, this session will highlight guidance, tools, and resources to empower your own congregation’s legacy/estate giving efforts. You will leave with knowledge, insights, and inspiration to try new ideas and collaborations.
Learning Objectives:
Gain a better understanding of how other faith traditions encourage planned giving from their members.
Understand beneficial practices for maintaining leadership support for planned giving efforts long into the future.
Confirm tools and techniques for building donor trust and confidence to better secure planned gifts.