Some error occured while loading the Quick View. Please close the Quick View and try reloading the page.
An interfaith guide to planned giving.
Planned gifts are typically the largest gifts received by a charity and can transform religious organizations and congregations to become more sustainable, impactful, and vibrant entities for decades to come. Encouraging planned gifts to congregations and religious organizations is essential at this time of tremendous generational wealth transfer; these gifts also provide an opportunity to enhance relationships between supporters and organizations. Many congregations and religious entities fear that they cannot raise these transformational gifts due to a lack of expertise among staff or volunteers, the limited financial resources of their constituents, or the simple discomfort of addressing ultimate issues with donors. Faithful Giving can help change those dynamics.
The book is intentionally inclusive of Christian and other faith traditions by offering several case studies from a variety of Christian denominations and other religions, including Roman Catholic, Episcopal, Presbyterian, Lutheran, Baptist, Jewish, Muslim, Hindu, Sikh, and others.
“ . . . accessible, interesting, and easy to implement. I cannot give it a higher recommendation. It is now required reading for all my priests and lay leaders. Incorporate its wisdom and your ministry will flourish.” —The Living Church
“Faithful Giving is a must-read for practitioners, Imams, clergy, faithful philanthropists, and scholars of philanthropy. This book provides thoughtful insights and practical guidance from experts who daily navigate the challenges of planned giving and legal planning.”
—Shariq Siddiqui JD PhD, Director, Muslim Philanthropy Initiative, Lilly Family School of Philanthropy, Indiana University
“Jim Murphy has taken on the challenge of outlining the planned giving opportunity for faith-based organizations and has masterfully provided a roadmap that anyone from any faith can follow.”
—Kevin McGowan, Chief Financial Officer, Catholic Extension
“Having an active planned giving program is more important than ever for faith communities to thrive, grow, and plan for the future. I commend this valuable resource to all lay and clergy religious leaders who are looking for guidance and inspiration in launching a program in their own local contexts.”
—Donald V. Romanik, President, Episcopal Church Foundation
“A must-have book for diverse faith-inspired charities and donors, guiding them methodically and pragmatically to reach their philanthropic goals.”
—Sonia Dhami, Trustee, The Sikh Foundation International
“Faithful Giving is a wonderful book for the philanthropic community. Whether you are first starting to incorporate planned giving into your organization’s fundraising toolbox or your program has existed for years, this book provides excellent insights and guidance to jump-start your organization’s future.”
—William D. Samers, Vice President of Planned Giving and Endowments, UJA-Federation of New York
“[A]n incredibly useful resource that will greatly benefit faith communities and organizations across the entire religious and cultural spectrum.”
—Charles Buck, CEO of United Church Funds (UCF)
Foreword
Robert F. Sharpe Jr.
Preface
James W. Murphy
Introduction: On Sustaining Religion-Community in America: A Glimpse through a Multi-religious Lens
Lucinda Allen Mosher
Chapter 1. Raising to the Level of Family and Legacy Giving
James W. Murphy
Case Study. The Legacy of Peoplehood
Stacy B. Sulman
Case Study. Legacy Planning in Islam
M. Yaqub Mirza
Chapter 2. Building Trust with Donors and Leaders
James W. Murphy
Case Study. An Invitation to Donors to Be Co-Missionaries in Our Ministries and Missions
David P. Uribe
Case Study. Endowment Program for the Hindu Community
Pandit Roopnauth Sharma
Chapter 3. Choosing Planned Giving Leaders and Other Leadership Issues
James W. Murphy
Case Study. Helping Faithful Congregations Lift Up Planned Giving
Yvonne Jones Lembo
Case Study. Connecting with the Vision
Perkin F. Simpson
Chapter 4. Types of Planned Gifts
James W. Murphy
Case Study. Insurance as a Planned Gift for Your Congregation or Religious Organization
Davida Isaacson
Case Study. Stewardship of Real Estate—Mutual Benefits and Opportunities for Generosity
Randall Nyce
Chapter 5. Raising Awareness
James W. Murphy
Case Study. The Spirit of Sacha Sauda: Five Centuries of Sikh Giving: From Charity to Philanthropy
Rupinder Singh Brar
Case Study. Leaving a Gift of Encouragement
Peter Misiaszek
Case Study. The Essential Phases of a Planned Giving Program
Karl Mattison
Chapter 6. Donor Planning
James W. Murphy
Case Study. Islamic Wills and Islamic Relief USA
Anwar Ahmad Khan
Case Study. Strategies for Planned Giving
Amy Palmer
Chapter 7. Legacy Societies
James W. Murphy
Case Study. Reflections on Legacy Planning in Hawaii
Peter C. Pereira
Case Study. LIFE & LEGACY®
Arlene D. Schiff
Chapter 8. Memorial Funds
James W. Murphy
Case Study. Context for Planned Giving and an Opportunity for Testimony
Sarah Charters
Case Study. Planning Your Estate: What Does It Mean to Give a Percentage? What Does It Mean to Give from Your Heart?
Charles E. Cloughen Jr.
Afterword. In Time of Covid-19
Margaret M. Holman and James W. Murphy
Conclusion
James W. Murphy
Acknowledgments
About the Contributors
Denominational Resources and Foundations for Planned Giving