encouraging legacy giving in your parish · rnli rspca bhf national trust. £400 m £300 m £200 m...
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Encouraging Legacy Giving
in your Parish
Eleanor GillNational Legacy & Funding
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• Financial opportunity
• Christian Giving
• Life affirming
• Appropriate
• Prospects
• Mortality Rates
• Face to face fundraising
• Making the ask
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What does the word
L E G A C Y
mean to you?
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Legacies
A POT OF GOLD
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Voluntary Sector • Worth around £2 billion pa
Church of England• Worth £44.2 million in 2011
Data: Institute of Fundraising
1. Valuable source of income
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75% of Britons …
An increase of just 4% would raise a further £1 billion pounds!
Data: Institute of Fundraising
2. Legacy Market
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£400 m
£300 m
£200 m
£100 m
£0Cancer
ResearchRNLI RSPCA BHF
National
Trust
Voluntary Income
Legacy Income
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£400 m
£300 m
£200 m
£100 m
£0Cancer
ResearchRNLI RSPCA BHF
National
Trust
Voluntary Income
Legacy Income
Church of
England
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£400 m
£300 m
£200 m
£100 m
£0Cancer
ResearchRNLI RSPCA BHF
National
Trust
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£400 m
£300 m
£200 m
£100 m
£0Church of
England
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£400 m
£300 m
£200 m
£100 m
£0Cancer
ResearchRNLI RSPCA BHF
National
Trust
Voluntary Income
Legacy Income
Church of
England
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Extension of our regular giving• fundamental part of giving
We teach proportionate giving • extension of St Paul’s teaching
Generosity and Sacrifice• for it is in giving, that we receive
Christian Giving
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Called to exercise Godly Stewardship
“For all things come from you, and of your own
we have given you.” 1Chronicles 29.14
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A Simple Part of Good Stewardship
Theological Reasons
Stewardship – Will Writing
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“Watch out! Be on your guard
against all kinds of greed: a mans
life does not consist in the
abundance of his possessions.”
Luke 12 .16 – 22
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“ Each man should give what he has decided in his
heart to give, not reluctantly or under compulsion,
for God loves a cheerful giver.” 2Corinthians 9.6
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A lasting gift to God • not to pay the bills
The largest gift to God • a gift that costs nothing
Mission & Ministry
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St Paul’s, Tongham
A legacy left enabled the parish to part-fund a full-time Children’s and Families Worker with the security
of sufficient funding for several years.
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All Saints’, Lightwater
A legacy left to by parishioners Frank and Hazel
was used to make a joyful sound as the newly-
restored bells ring out their greetings.
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St Luke’s, Watford
In Memory of Joyce
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What could your parish do?
£1,000 £10,000
£50,000£100,000
£5,000
£500,000£250,000
£25,000
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“I’m sorry love. We’re Northern and that’s all there is to it.”
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A Simple Part of Good Stewardship
• Theological Reasons
• Practical Reasons
Stewardship – Will Writing
1. Intestacy Rules
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1. Intestacy Rules
70% of adults in this Country
do not have a Will …
Data: Financial advice service unbiased.co.uk
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A Simple Part of Good Stewardship
• Theological Reasons
• Practical Reasons
Stewardship – Will Writing
2. Inheritance Tax
1. Intestacy Rules
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2. Inheritance Tax
Nil rate band £325,000 frozen until 2018/19
More estates taxable•17,000 in 2010-11
•20,000 in 2011-12
More revenue raised•£2.72b in 2010-11
•£2.91b in 2011-12
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A Simple Part of Good Stewardship
• Theological Reasons
• Practical Reasons
Stewardship – Will Writing
2. Inheritance Tax
1. Intestacy Rules
3. Triggers
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3. Triggers
People make or review their Will
at different life stages
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Legacies
Financial
Theological
Practical
Mission & Ministry
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Coffee Break
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Why do people leave a legacy?
• Does anyone support a charity?
• Why do you support that charity?
• Has anyone included a gift in their Will?
• Why have you included a gift in your Will?
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A gift to the Charities Vision
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Recap
‘What day is it? asked Pooh
‘It’s today’ squeaked Piglet
‘Ah my favourite day’ said Pooh
Financial Theological PracticalMission & Ministry
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What your Parish can do
Step 1
Make and Communicate a Legacy Policy
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What your Parish can do
Step 2
Make legacy literature available
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www.ParishResources.org.uk/order
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Step 3
Hold a Thanksgiving Service
What your Parish can do
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• Legacy Sunday
• Month of Remembrance
• Saying Thank you
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Review Legacies Regularly
Step 4
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www.churchlegacy.org.uk
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Simple Parish Steps
Step 1: Make and Communicate a Legacy Policy
Step 2: Make legacy literature available
Step 3: Hold a Legacy Service
Step 4: Review legacies regularly
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My Final Thought
By far, the largest trigger for people leaving a
Gift in their Will is …
when they’re asked!
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Questions, Thoughts, Comments