While a significant wealth transfer occurs (and will occur) in our country as our eldest generation passes, many congregations and ministries remain unprepared to promote planned giving options among their members. Only 5% of people include a charity in their estate plan even though nearly a third of people would if asked or invited to consider one. This webinar will equip congregational leaders to begin a planned giving program in their setting. We’ll start by considering generosity as a spiritual practice and why donors would want to give a planned gift. Then we’ll learn about the three varieties of planned gifts and develop a plan for offering these options. Lastly, we’ll review a checklist of policies and steps necessary for successfully launching a planned giving program. Through this webinar, you will learn key concepts and create an actionable plan for your congregation or ministry.

Andrew B. Warner, CFRE, serves as a Generosity Outreach Officer of the national setting of the United Church of Christ. In that role he trains, coaches, and mentors conference and congregational leaders to strengthen the culture of generosity across the UCC. Andrew also serves as Director of Development for the Wisconsin Conference. He leads the fundraising efforts of the conference, supports the planned giving and effective philanthropy of congregations, and started a foundation. Andrew connects people’s deepest passions with generative opportunities and initiatives. Previously, Andrew served for twenty-two years as pastor of Plymouth Church UCC of Milwaukee. He loves to cook and entertain, a practice he calls his “gastro-evangelism.”