Planned Giving and Endowment Round Table

Document Sample
Planned Giving and Endowment Round Table Powered By Docstoc
					                    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.

Jun Wang Jun Wang Dr
About Some of Those documents come from internet for research purpose,if you have the copyrights of one of them,tell me by mail you!