When you’re leaving your financial legacy, a well-documented estate plan is key to setting up yourself and your loved ones for success. If you haven’t taken time this year to review that plan and any important documents you’ve kept on file, do so now. This issue of “Insights” features resources and information to help you cover all your bases. As always, I’m here to help you at any stage of the estate planning process. Feel free to contact me at any time; it is my ministry to be of service!
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DO YOU HAVE THESE ESSENTIAL DOCUMENTS? |
A will is vital, but three other documents can ensure that your loved ones are aware of your wishes. |
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KEEP? SHRED? SHARE? WHAT TO DO WITH PERSONAL PAPERS |
Years of saving files may have left you with a sizable stack. Navigate the cleanup with this helpful guide. |
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NEW! PLANNED GIVING RESOURCES FOR CONGREGATIONS |
Visit the ELCA Foundation’s resource hub for step-by-step guidance on how to incorporate planned giving into your ministry’s overall fundraising strategy. Whether you’re jump-starting or fine-tuning your program, we can help you put the pieces together. Visit the resource hub to access:
- Step-by-step action plans.
- Gift planning education.
- Marketing best practices.
- Templates, resources, content and more.
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SAVE THE DATE FOR OUR NEXT WEBINAR |
Join us on Oct. 17 — during National Estate Planning Awareness Week — for our next webinar. More information on presenters and topics will be available soon. In the meantime we hope you’ll pencil us in. Ready to register? Follow the link below to save your spot. |
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MINISTRY GROWTH FUND |
Designed specifically for congregations, synods, seminaries and other affiliates of the ELCA, the Ministry Growth Fund is a long-term, stable and socially responsible endowment fund that provides distributions to grow ministry, now and well into the future. Individuals may participate in the fund by opening a named endowment or donor-advised fund. Learn more.
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