SMPC Planned Giving Program
Mission and Purpose of a Planned Giving Program
- Provides for a third channel of financial support for the church ( in addition to stewardship and capital campaigns)
- Allows for the gifting of various assets from a variety of sources (stock certificates, beneficiary of life insurance proceeds, etc.)
- Establish an Endowment Fund for the ongoing legacy work of the church
- Promote and educate the congregation on life giving
Types of Gifts to consider
- Outright gift of cash or property
- Naming the church as beneficiary on a life insurance policy
- Make a specific gift through your will or your living trust
- Name SMPC as beneficiary to retirement plan
- Advanced Gifts – Charitable Remainder Trust, etc.
These Gifts will Make a Difference
- Why Give – inspired to donate to the continuing work of the church
- Consider the legacy you want to leave and inspiring others to follow your lead
- Promoting or supporting various missions of the church – music ministry, children’s ministry, adult education, building and grounds
- Help to form a financial foundation for future needs of the church
Avenues for Participating
- Gifts to the fund now – either in-kind or cash
- Commitments to future gifts –
- Named in Will
- Insurance policy beneficiary
- Retirement fund beneficiary
- Update your estate plan
Use of the Funds within the Endowment
- General purpose
- Building and Grounds maintenance
- Benevolence (missions and outreach)
- Christian education/Music
How to learn more
Contact the church:
Attend an educational forum for the congregation (coming soon)
Help spread the word to other members.
Matt Brown
704.544.0404 xt. 101
matt@smpchome.org
Mary Katheryne Zagora
704.544.0404
mkzagora@smpchome.org
Russell Wenner
704.473.6880
Russell.m.wenner@gmail.com
David Gaines
704.759.1900
dgaines2@carolina.rr.com
Pat McDonnell
704.752.0443
pmcdonnell@carolina.rr.com
Brett Thompson
704.752.7742
Brett.thompson@axa_advisors.com
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