Episcopal Diocese of Dallas

WORKSHOP ON PLANNED GIVING FOR PARISH LEADERS

WORKSHOP ON PLANNED GIVING FOR PARISH LEADERS

Saturday, January 13, 2018

Location: Epiphany, 421 Custer Road , Richardson, TX US 75080

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Saturday, January 13, 2018

10:00 am – 3:00 pm

Registration begins at 9:30 am

Church of the Epiphany, Richardson

421 Custer Road, Richardson, TX 75080

Jim Murphy and Demi Prentis, Presenters

The Diocese of Dallas invites you to attend this important workshop to review best practices in planned giving programs and to discover the best, next steps for your congregation. Whether you have an existing Planned Giving ministry and/or an Endowment or not, you will benefit from the ECF’s resources and teachings. The diocese underwrites this workshop so there is no fee to attend.

Setting Up a Planned Giving Program for Your Parish

10:00 am – 12:00 noon

Take the mystery out of planned giving for your parish. Learn in easy-to-understand terms how planned giving differs from annual stewardship and capital campaigns, and how your parish can build endowments through wills and life income and other planned gifts. After a review of the planned giving instruments, you will learn about the importance of a parish vision and the importance of endowment structure and how to invite others to remember your parish through estate and financial planning. 

Boxed Lunch - no charge

12:00 Noon-12:30 pm

Using ECF Resources and Planning a Legacy Society for Your Parish

12:30 pm-1:30 pm

Join us to learn how to use the resources provided by ECF’s new toolkit Planned Giving on Demand and other resources to encourage new gifts to support your parish’s future through estate and financial planning. We will also review how to create and sustain a Legacy Society to encourage giving to your parish for decades to come. You will leave the workshop with a plan of action. 

Private appointments

2:00 pm – 3:00 pm 

Private sessions with more advanced parishes or other parishes needing extra assistance are available. Advance sign up is required. 

To register for the workshop, please contact Kim LaNore ( ) at the diocesan offices by Tuesday, January 9th.

 

James W.N. Murphy, CFRE Managing Program Director

Jim Murphy is Managing Program Director of Financial Resources at the Episcopal Church Foundation (ECF).  He oversees ECF’s Financial Resource development programs and resources, including planned giving, donor solutions and endowment management. He leads workshops and works with congregations, dioceses, and other Episcopal organizations to enhance and develop their programs and resources.

Prior to joining ECF in 2008, Jim was Director of the Master of Arts Program and Program Manager for Lifelong Learning & the Center for Christian Spirituality at the General Theological Seminary.  For more than 16 years he worked for a major international law firm in NYC, serving in a number of financial management roles. He has been an active volunteer leader in stewardship, parish administration, and Christian formation ministries in several Episcopal parishes in New York and New Jersey. A native of Lansing, MI, Jim holds a Certificate in Fundraising from New York University's School of Continuing and Professional Studies, an MA in Christian Spirituality from the General Theological Seminary, and a BS from NYU's Stern School of Business. Jim is a member of the Association of Fundraising Professionals (AFP) and is a Certified Fund Raising Executive (CFRE).

Demi Prentiss Program Consultant

Demi Prentiss is a Program Consultant in the Endowment Management Solutions division of Episcopal Church Foundation (ECF), offering support to dioceses and congregations in structuring and growing their endowments. 

Previously, she served five years as ministry developer for the Episcopal Diocese of Fort Worth, partnering with individuals and congregations in that re-organizing diocese to re-imagine how to be the church. She has served a brief stint on the Presiding Bishop’s staff as Program Officer for Lay Leadership, and spent many years as a ministry developer in congregations varying from family to resource size. She holds degrees from Seabury-Western and Harvard, and is author, with Fletcher Lowe, of Radical Sending: Go to Love and Serve. She lives in Denton, TX, where she has built a practice as a professional development coach for leaders in congregations and non-profit organizations.