Game Changing Leadership

Game Changing Leadership – Understanding Clergy Taxes • February 10th, 2022, at 11:00 am CT (Online Workshop)

Clergy face some unique challenges when it comes to things like Social Security payments, estimated tax payments, housing allowances or exclusions, and reimbursed expenses. There are questions you may have about the implications of the pandemic on your 2021 tax situation. Your corner tax preparer may not understand the unique situation of clergy and finding a preparer who does can save you substantially in money and aggravation. Join us as Ken Sloane and Rev. Don Joiner, a certified financial planner, help us navigate the preparation of taxes and planning for a sound financial future.

Event Details

When is the workshop? Thursday, February 10th, 2022, at 11:00 am CT on Zoom

What is the cost? This workshop is 100% FREE

Can I earn CEU credit? Yes! You can earn .1 CEU credit by attending this event.

How long is the workshop? The workshop lasts for one hour

Who are the speakers? Ken Sloane, UMC Discipleship Ministries Director of Stewardship and Generosity; Rev. Don Joiner, Certified Financial Planner; Terri Turner, UM Foundation Executive Director

If you have any issues registering using the form below, please email [email protected] with your information.

 

Speakers

Ken Sloane, UMC Discipleship Ministries Director of Stewardship and Generosity

The Rev. Dr. Ken Sloane is the UMC’s Director of Stewardship & Generosity housed at Discipleship Ministries (GBOD) in Nashville, TN. He is a clergy member of the Greater New Jersey Conference, where he served 20+ years in local church ministry (including a successful new church start) and 5 years as the Director of Connectional Ministries). In 2006 he was appointed to serve as Director of Communications Ministry at United Methodist Communications and traveled extensively across the denomination doing presentations on how to interpret connectional giving to our local churches. He moved into his Stewardship role on October 1, 2011. He is the author of the 2017-20 Local Church Guidelines for Stewardship (Cokesbury), and a collaborator on the 2017-20 Guidelines for Finance and the Lay Servant Advanced Course, Connectional Living, Connectional Giving, Most recently he has written the content for an inter-agency collaboration, The Generous Church Leadership Course. Ken lives in Nashville with his wife Bridget; they have four grown children, some of whom may be living with them depending on when you ask.

Rev. Don Joiner, Certified Financial Planner & Ordained Elder

Don Joiner is an ordained elder in the United Methodist Church and served churches and conference staff in the former Detroit Conference. Don also served on the staff of Discipleship Ministries (formerly General Board of Discipleship) for 35 years, specializing in Stewardship and Planned Giving. While at the General Board of Discipleship, he published 13 books, including “Christians Doing Financial Planning.”

Don is also a Certified Financial Planner, specializing in financial planning and tax preparation for Clergy. He is married to Catherine Joiner, has two sons Paul and Andrew, and six grandchildren.​

 



Terri Turner, UM Foundation Executive Director

Terri Turner has been the Executive Director of the Alabama-West Florida Conference United Methodist Foundation since 1991, currently overseeing over $93 million in assets for churches. A graduate of Florida State University, Terri spent 13 years in the investment brokerage business and finds her expertise as a financial consultant very helpful in counseling with church members and churches. Responsibilities with the Foundation include overseeing the administration and investment management of permanent gifts and church funds as well as developing programs throughout the conference to encourage good stewardship of God’s gifts. Terri is an active member of the Southeastern Jurisdiction of United Methodist Foundations where she has served as President and is active nationally in Foundation work as a member of the National Association of United Methodist Foundations. Terri and her family are members of FUMC in Dothan, AL.

 

Testimonials

“Thank you for the practical, valuable, informative Game Changing Leadership session. We are blessed to have his (Chris Stovall’s) expertise shared through the Foundation. Thanks to all.” – Marge Roate, FUMC Wetumpka Stewardship Chair

“I want to take this moment to thank you both for the wonderful webinars you have allowed Generis to offer to clergy online. I have participated in at least 5 of them and each one has given me new insights and tools to use in ministry that are especially helpful during our present circumstances due to the Covid-19 pandemic. ” – Rev. Larry Teasley

“I waited patiently for this day to arrive, and I was NOT disappointed. Right from the start, I found the information informative and useful. There was NO clock watching here. Every speaker was engaging, they kept my interest, and their delivery was exciting, drawing you into the conversation on how to live a life of generosity. I am VERY thankful to the U.M. Foundation of AWF for providing this event. YOU made MY DAY!”” – Rev. Warren

“One of the most tangible ways that God has worked at Foley United Methodist Church has been through the influence of Chris Stovall and Generis. Through our partnership, we have experienced a radical reversal of previous trends and find ourselves enjoying the best seasons of ministry this church has known in years.” – Dr. Nolan

“I appreciate the information shared by Dave to help us navigate the uncharted waters for our church in the next weeks and months. We will definitely need to develop budget scenarios so that we can be as prepared as possible and have no surprises.” – Unknown

“We’re going to use the ideas we learned immediately; quarterly giving statements with a letter. Also, we asked the staff to look for stories to share during the offering moments. Currently we have members share their testimony in our newsletter.” – Unknown

“I’m looking forward to implementing some of the ideas!” – Linda

“I wanted to share an appreciation for the excellent webinar. It was the most practical content I have ever heard on helping churches become generous. I think every pastor needs to hear this. Great service to the churches of AWF Conference. Thank you to the Foundation for this gift.” – Rudy

“I attended the webinar in March (2019) and have already applied some of the suggestions offered in that session – and we have seen giving increase!” – Matt