2008 Advance Seminar with Frank Minton
Dr. Minton is president of Planned Giving Services, a division of PG Calc, Incorporated in Seattle, Washington, a planned giving consulting firm serving clients in the U.S. and Canada. This organization specializes in starting and operating planned giving and gift annuity programs, gift annunity state certifications, seminars and assistance with various types of gifts.
Before becoming a consultant, Dr. Minton was Director of Planned Giving and Executive Director of Development at the University of Washington. Previously he was Senior Estate Planning Officer and Field Director at Northwestern University and a professor at Muskingum College in Ohio.
As well as a frequent speaker at seminars and conferences, he has authored many booklets and articles on planned giving topics, and is co-author of Planned Giving fro Canadians and the principal author of Charitable Gift Annuities: The Complete Resource Manual.
The Advance Seminar will begin at 1:00 p.m on Wednesday, April 23rd, just prior to the start of the North American Conference on Christian Philanthropy.
The session will include the following:
"Trends in Planned Giving" - This session reviews how planned giving has developed to this point, then looks ahead to the questions and challenges confronting us, and finally suggests some gift planning ideas that make sense in the current environment.
"Planning Opportunities with GIft Annuities" - Assuming that participants already have a basic understanding of gift annuities, this session will first describe how to increase the number of new annuities through creative and uncommon applications of them. Then it will show how to deal with certain issues that may arise regarding existing gift annuities.
2008 North American Conference on Christian Philanthropy
"Faith, Life & Philanthropy"
The North American Conference on Christian Philanthropy (NACCP) is designed to bring Pastors, Laity and Planned Giving Professionals together to explore ways to inform and educate congregations on the legacies of life through philanthropy.
The 2008 NACCP conference brings 3 plenary speakers that will share their insights on the theme "Faith, Life & Philanthropy".
Dr. Pamela York Klainer is a nationally recognized workplace consultant, speaker and author who helps people build lives that are rich in achievement yet grounded in deeply held spiritual values. Her experience in financial services and divinity school teaching, combined with her academic credientials in human development, have made her work of great interest to faith communities.
Klainer authored How Much is Enough? Harness the Power of Your Money Story - And Change Your Life in 2002. In this pathbreaking book, Klainer links the financial and professional success commonly sought in American culture with a prophetic understanding of life. Dr. Klainer's plenary session will be Being Affluent Should Mean Something - According to recent measures approximately 13 million U.S. households have cash assets of between $100,000 and 20 million dollars or more. This session will describe the attributes of the newly rich and how faith communities can present both affluent believers and spiritual seekers with a much stronger case for Christian philanthropy
Dr. David Miller serves as Executive Director of the Yale Center for Faith & Culture at Yale Divinity School. Dr. Miller also leads the Center's "Ethics and Spirituality in the Workplace" program and teaches business ethics at Yale Divinity School and Yale School of Management. His course is called "Business Ethics: Succeeding without Selling Your Soul." Miller brings an unusual "bilingual" perspective to the academic world, having spent 16 years in senior positions in international business and finance. David's first book God At Work: The History and Promise of the Faith at Work Movement will be released in November, 2007.
David serves as advisor to several corporate CEOs and senior executives on questions pertaining to ethics, values, integrating faith and work and becoming a faith-friendly company.
Rev. Dr. G. Malcolm Sinclair is regarded as one of Canada's finest preachers, and has traveled the country and beyond as a welcomed guest. Rev. Sinclair is in his 20th year as the preaching minister at Metropolitan United Church in Toronto, ON. He is proud of his Scottish heritage and sings and entertains at the slightest provocation.
Dr. Sinclair's mantra states "Gather the kindling and pray for the lighting!". We gather, and the lightning strikes.
Attending the NACCP conference will give you opportunity to hear the 3 plenary speakers highlighted above and you can choose to attend 5 of 17 workshop sessions. At the time your registration is received, you will receive an email containing the names of the workshop leaders and a description of each workshop session. Three tracks are being offered during the 2008 NACCP, Stewardship & Theology, Development and Planned Giving and Clergy/Laity/Church. You may choose to attend workshops from any of the tracks.
Clergy/Laity/Church Track
Thinking Economically As A Way to Be Faithful in Mission by Mark Vincent
Part of remaining faithful in mission is remaining in mission this year and next year too. Find out what tools there are and how they help.
Planned Giving 101 by John Jacobs
This workshop is an introduction of Planned Giving for individuals unfamiliar with the topic who are interested in establishing a program in their organization. The presentation will include definitions, how to structure a program, what work is necessary and what result might be expected.
Clergy – Personal Finances and Principles of Stewardship by Jared Fears
As ministers, appropriately handling our own personal finances allows us to work with others from a position of integrity. Participants in this workshop will learn the basics of clergy finance and tax issues as well as discuss those elements of good personal financial management that lead to faithful stewardship.
Encouraging the Joy of Generous Giving: A Call to Financial Discipleship by David Bell
Discover the pastor’s and the church leaders’ spiritual role in growing generous givers and examine current socio-economic trends that impact people’s giving to the church. Experiment with some “best practices” for effective year-round stewardship and gain a deeper theological understanding of Christian stewardship.
Stewards of the Mysteries by Janet Long
Explore the need for holistic stewardship in the life of the congregation; this workshop will examine the pastor’s role – and witness – as a steward.
Our Money: Manna or Mammon by Jan Sullivan
A safe and inviting time to reflect theologically on the place of money in our lives; to get in touch with our feelings, attitudes and behaviors around money; and to explore the power of money in our lives, our families, our communities, our institutions, our nation and our world.
Clergy As Faithful Stewards by Michael Carlisle
Explore ways in which clergy can be transparent witnesses, even through struggle, to the congregation which is vital for the health of growth in congregational stewardship. He will look at some ways he has experienced and seen this done. Basic principles of how clergy can avoid the comfort trap that we are so easily seduced into will also be shared.
How to Preach About Money Without Having to Leave Town by Harold Percy
The presentation will offer ideas for clergy in preparing sermons that free the congregation from the power that money holds over them and to present the obligations that money brings.
CommonWealth for the Common Good by Herb Gale
Within our congregations today, there are ofthen two competing visions dominating much of the discussion and decision-making for funding the life and ministry of the church. One vision could be called a "vision of scarcity"-- the other is the "vision of abundance". This workshop will examine these two visions from the perspective of the biblical writers and explore their implications for stewardship in general and planned giving in particular.
Biblical Fundraising Principles to Help Organizations of All Sizes by Michael Johnson
This seminar will help both novices and long-time practitioners gain fresh perspective on basic fundraising strategy and methods, presented from a biblical perspective. It will address issues such as the development of a communications philosophy that increases net income, the appropriateness of direct mail, to whom and when should you mail, the use of additional communications channels, enhancing your major donor efforts, tracking results, new donor acquisition and the marketing of planned giving programs. It will further address the question of how denominations can successfully raise funds for operational and project income among its members without alienating the local church leadership.
Development and Planned Giving Track
Planned Giving From the Ground Up by Jeff Pym
Creating a Planned Giving Program in a congregation is like building a house. This workshop will involve participants in exploring good design principles and construction practices.
Abriendo Caminos by Manuel Collazo
This workshop gives a perspective on Hispanic Philanthropy. The attendees to this workshop will be given an understanding of the giving characteristics of the Hispanic Culture. This presentation will guide the attendee on the traditions of this component of the American tapestry of cultures.
Real Estate Gift Opportunities by Dennis Crull
Many potential donors are asset rich and cash poor with the bulk of their wealth in real estate. With the baby boomers aging, the field is ready to harvest, but only a few non-profits understand the significance of this opportunity. Understanding and capitalizing on these opportunities will be the focus of this workshop.
From Roots to Fruits: Philanthropic Trends in the African American Tradition by Marilyn Fiddmont
Reviewing giving and serving trends in the black community, dispelling myths on black philanthropic trends and looking at opportunities to resource the black community in philanthropic objectives.
Making the Unlikely Partnership Work: Special Church Based Projects and Corporate Sponsorships
by M. Gasby Brown
It's not business as usual. Special Projects such as city-wide youth rallies, regional and national conferences, convocations, area-wide revivals, women's conferences, etc. require marketing and fundraising techniques that cover costs to make the project successful both programmatically and financially. This workshop will emphasize Special Project strategies for corporate sponsorships and other philanthropic vehicles. It will provide an opportunity for participants to think outside of the box - God's way.
The Best Planned Gifts in Today's Environment by Barlow T. Mann
Ongoing economic uncertainty and changes in tax laws make it necessary for development officers to do a better job helping donors plan and structure larger gifts. Learn practical ways to help donors make gifts most appropriate to their age, wealth, and other environmental factors-while still meeting the needs for current, capital and endowment gift goals. Discover specific gift techniques and strategies for use in today's changing world.
Stewardship Theology
Beyond Fundraising: Developing a Year-Round Culture of Generosity by David Bell
Gain a deeper theological understanding of Christian stewardship and discover some “best practices”
for effective year-round stewardship. Build on the assets of your congregation to build a positive attitude of generous giving and engage in peer learning by discussing various case studies.
What’s God Got to Do With It? by Betsy Schwarzentraub
How does our worship and spiritual life connect with the everyday, practical decisions we make in the course of our living? Yep, this is stewardship theology! This interactive workshop will invite participants to explore key theological connections, share insights and receive highlights from new stewardship resources.
Grateful Living, Generous Giving by Barbara Fullerton
A practical stewardship theology is both theology and biblically grounded anthropology – study of God mirrored in understanding our roles as human stewards. This workshop will offer an opportunity to discuss a multi-dimensional stewardship application of the great commandment.
Basic Stewardship Theology by Bill Green
Creating Whole-Life Stewards by Christine Roush
American Christians struggle with issues of consumerism, stewardship and financial management. The church can have a tremedous impact in those areas. This workshop will focus on what a year round stewardship ministry would look like in a church that took stewardship seriously, and will discuss creating a Romans 12 movement - a movement that transforms people from consumers to stewards.