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Planned Giving and Endowment Round Table October 25, 2007 Vienna Presbyterian Church To build on each others experiences 10:00AM Gathering - Coffee and drinks - Guest list at each seat - Upon arrival, each guest to distribute their own program’s literature to each seat around the table 10:30AM Opening - Welcome host Catherine Dehoney and Karl Mattison - Introductions (to include brief bullet points of each church’s program, its success, its needs) 11:00AM Presentation - Roni Haggert, Georgetown Presbyterian Church - Bequest Society - Record Keeping - Success rate (from 15 to 50 planned gifts) 11:30 AM Lunch - graciously provided by Roni Haggert - Open Discussion - Administrative Items - Next meeting? Early 2008? - PEER Network Conference - January 26, 2008 - 18-Month marketing plan 12:15 PM Presentation - Stewart Homes, Grace Presbyterian Church - Annual Report - Special Funds Committee - Endowed Pledges - High congregational participation rate Prior to the meeting, each guest will be asked to bring 12 copies of literature from their program and to share a list of their program’s perceived strengths and successes as well as their needs and challenges.
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