$68 Trillion – that's the estimated amount of wealth being passed down from Boomers to Gen X and Millennials. Imagine what your church could do with a large cash and/or non-cash gift! How will you respond to this opportunity?
Join us for a 8-hour intensive training focused on creative gift planning. We'll provide you with professional training to confidently talk with your givers about high-capacity gifts.
What You'll Learn – -Current Wealth Transfer Statistics & Demographics of Givers -What a Gift Planning Ministry Entails -How to Identify Your High-Capacity Givers -How Charitable Vehicles Work & What They Mean (Charitable Remainder Trusts, Donor -Advised Funds, Pooled Income Funds, Estate Plans, Bequests, etc.) -Which Gift Solutions Are Best for Your Church -Strategy for Developing Your Gift Planning Ministry -How to Talk With Givers
You and your team will receive all the resources necessary to start a gift planning ministry for your church.
Build sustainable long-term funding that impacts ministry today and for the future with creative gift planning solutions!
Northridge Church 49555 N Territorial Rd Plymouth, MI 48170
DATE / TIME
February 18, 2020 8:30 AM - 4:30 PM
COST $399 per church Up to 6 people may attend from your church with one ticket. Lunch, workbook, and all additional resources are included.
On average, planned gift amounts are 200-300 TIMES GREATER then the giver's regular annual gift!
Our team of professional gift planning experts can help your church develop, build, and manage your gift planning ministry. Together we can help you achieve sustainable longterm funding that meets the needs of your ministry today and for the future!
Co-founder & ceo, Mortarstone
David is the Co-founder of MortarStone and has the honor and privilege of helping thousands of churches track over $15 billion of giving for the cause of Christ. David's experience includes 20+ years in the mortgage banking industry and he currently sits on the board for the National Community Foundation.
Emanuel J. Kallina, II
MANAGING MEMBER, Kallina & Assoc. Lawyers
Mr. Kallina focuses his practice on estate and charitable planning for high net worth individuals. He has practiced extensively over the years in the related fields of business law, corporate tax law, partnerships, and real estate. Mr. Kallina is a co-founder and member of the Board of Directors of the Planned Giving Design Center.
Vice President of Sales, MortarStone
Meagan is the Vice President of Sales & a Generosity Coach for MortarStone. She was previously a retirement and financial planner and also served as the Pastor of Stewardship, where she spent seven years helping to develop a Stewardship Ministry across a multi-campus, 10,000 member church.
Asst. Vice President, CCS Fundraising
Christianna is the Assistant Vice President for CCS Fundraising. In her role, Christianna has directed several multi-million dollar campaigns and has worked to strengthen relationships with donors, train and manage volunteers, and ensure gifts are producing measurable results.