Planned Giving Education

“I didn’t know we had someone to help us do this.”

Did you know the Foundation is here to guide you through setting up an endowment and planned giving program?

If your church is ready to encourage members to make planned gifts, we can help. On Wednesday, August 3rd, we will be hosting a FREE Planned Giving Webinar that teaches churches step-by-step how to set up, grow, and market your church endowment program.

With an endowment and planned giving program, your church sends the optimistic message that we will be here tomorrow to reach new disciples, to encourage those believers to put their gifts to work, to put God’s love into action, and to do our part to heal a hurting world. Gifts to endowment programs do “keep on giving,” leaving a legacy to our family, our friends, and to our church.

But, you have to ask!

As leaders in the local church, it’s our job to ask our communities of faith to give from their lifetime of accumulated assets to ensure that our church will be here for future generations. By creating an endowment and planned giving program, we create a framework for inviting others into lifelong comprehensive Christian stewardship, reflecting that all that we are and all that we have are from God.

In this course, we will teach you the step-by-step guide to starting an endowment program, marketing your program, and growing your program. We want to partner with your church to encourage generosity not just through gifts, but as a way of life.

Estate Planning Education for Your Church Members

Alabama-West Florida U. M. Foundation has partnered with PhilanthroCorp, a trusted estate planning firm, to help you put together an estate plan that accomplishes your goals. Since 1997, PhilanthroCorp has served hundreds of the most respected faith-based organizations and thousands of their supporters. There is no cost to you for their assistance.  In addition to the self-help tools provided on these pages, they can help you in several ways:

Personalized Assistance

The PhilanthroCorp team will guide you gently through a discovery process that will consider your assets, the people and the ministries that are dependent upon you.

They will help you:

  • Understand such issues as probate and taxes
  • Address tools such as wills, trusts, powers of attorney and advance medical directives
  • Develop an estate plan that reflects your values and priorities
  • Implement the plan through an attorney you already know or one from their network of attorneys, offering preferential rates

Once your documents are in place, they will further help you to make sure instructions are in place to make everything easier for loved ones.

Phone Seminars

To quickly learn and gain important insights, attend a phone seminar.  Here you can listen in from the privacy of your own home as a PhilanthroCorp Estate Specialist guides the group through these important concepts.  The seminars are interactive so, if you want, you may ask questions, or remain anonymous.  Afterwards, you can even stay on the line and request a private conversation for personalized assistance.

Estate Plan Organizer

If you prefer to start this on your own, PhilanthroCorp provides an online tool to help you develop an estate plan. Upon completion, you can submit your plan to PhilanthroCorp for review, and they can connect you with an attorney to implement your plan.

If you have questions or would like to talk with an Estate Specialist at PhilanthroCorp, call 334.793.6820.