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Beyond Bequests: 3 Planned Gifts that Help Now

November 12, 2019

Planned Giving

Beyond Bequests: 3 Planned Gifts that Help Now

Most planned gifts don’t benefit the church until after a beloved member passes away.

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Investors for Opioid Accountability

October 2, 2019

Investments

Investors for Opioid Accountability

There are three ways we use our money for good through Wespath. We invest in companies and projects that make the world a better place. We avoid certain sectors of the market for ethical reasons.

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6 Questions to Ask about Your Church's Investments

September 3, 2019

Investments

6 Questions to Ask about Your Church's Investments

Ah, September: back to school. Home canning season. Pumpkin spice lattes.

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Jump into Stewardship Season

August 12, 2019

Stewardship

Jump into Stewardship Season

Photo credit: Simpson UMC It’s August! With people returning from vacation, Sunday schools starting up, choirs beginning rehearsal, and committee groups reconvening, our churches will soon be buzzing with activity.

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We Invest in #TransitionReady Companies

August 5, 2019

Investments

We Invest in #TransitionReady Companies

At the most basic level, money is a tool for expressing the value of things. We also believe it’s a tool for expressing the values of our faith. That’s why we partner with Wespath to invest money for churches and agencies.

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Multi-Generation Generosity

July 24, 2019

Planned Giving

Multi-Generation Generosity

Harland and Rose kept the money they earned in a household account. As a banker, Rose managed the family finances with precision. Harland, a WWII Navy veteran and carpenter, thrived on the art of the deal.

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An Endowment as a Catalyst for New Life

July 1, 2019

Endowments

An Endowment as a Catalyst for New Life

“Faith Formation happens when our children and youth experience worship, engage in faith practices and discussions at home with family, and develop in a spiritual community that surrounds and supports them.

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Positive Social Purpose Lending Program

June 18, 2019

Investments

Positive Social Purpose Lending Program

This month, members of our staff have traveled to all three of the Annual Conferences in our Episcopal Area.

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8 Steps for a Planned Giving Conversation

May 30, 2019

Planned Giving

8 Steps for a Planned Giving Conversation

We all know that planned giving is important for your church’s finances. Aside from regular, gentle reminders, the best way for your church to receive a planned gift is to ask for it.

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7 Things to Do Before You Ask

May 15, 2019

Planned Giving

7 Things to Do Before You Ask

If you’ve ever felt nervous about asking for planned gifts for your church, you’re not alone. But it can make such a big difference to your ministry that it’s worth pushing through the discomfort and doing it anyway.

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6 Characteristics of People Who Make Planned Gifts

April 25, 2019

Planned Giving

6 Characteristics of People Who Make Planned Gifts

If your church appreciates the importance of planned giving and is giving its members regular, gentle reminders, you’re already ahead of the curve.

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8 Easy Planned Giving Reminders

April 12, 2019

Planned Giving

8 Easy Planned Giving Reminders

Once you’ve decided to be more intentional about planned giving at your church, where should you start? The best way to help your church receive more major gifts and bequests is to give your congregation consistent, gentle reminders.

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