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Encouraging Legacy Giving in your Parish
Eleanor GillNational Legacy & Funding
•Financial opportunity
•Christian Giving
•Life affirming
•Appropriate
• Prospects
• Mortality Rates • Face to face fundraising
• Making the ask
What does the word L E G A C Y
mean to you?
Legacies
A POT OF GOLD
Voluntary Sector •Worth around £2 billion pa
Church of England• Worth £44.2 million in 2011
Data: Institute of Fundraising
1. Valuable source of income
75% of Britons …
An increase of just 4% would raise a further £1 billion pounds!
Data: Institute of Fundraising
2. Legacy Market
£400 m
£300 m
£200 m
£100 m
£0Cancer Research
RNLI RSPCA BHF National Trust
Voluntary Income
Legacy Income
£400 m
£300 m
£200 m
£100 m
£0Cancer Research
RNLI RSPCA BHF National Trust
Voluntary Income
Legacy Income
Church of England
£400 m
£300 m
£200 m
£100 m
£0Cancer Research
RNLI RSPCA BHF National Trust
£400 m
£300 m
£200 m
£100 m
£0 Church of England
£400 m
£300 m
£200 m
£100 m
£0Cancer Research
RNLI RSPCA BHF National Trust
Voluntary Income
Legacy Income
Church of England
Extension of our regular giving• fundamental part of giving
We teach proportionate giving • extension of St Paul’s teaching
Generosity and Sacrifice• for it is in giving, that we receive
Christian Giving
Called to exercise Godly Stewardship“For all things come from you, and of your own we have given you.” 1Chronicles 29.14
A Simple Part of Good Stewardship
Theological Reasons
Stewardship – Will Writing
“Watch out! Be on your guard
against all kinds of greed: a
mans life does not consist in the
abundance of his possessions.”
Luke 12 .16 – 22
“ Each man should give what he has decided in his
heart to give, not reluctantly or under compulsion,
for God loves a cheerful giver.” 2Corinthians 9.6
A lasting gift to God • not to pay the bills
The largest gift to God • a gift that costs nothing
Mission & Ministry
St Paul’s, Tongham
A legacy left enabled the parish to part-fund a full-time Children’s and Families Worker with the security
of sufficient funding for several years.
All Saints’, Lightwater
A legacy left to by parishioners Frank and Hazel was used to make a joyful sound as the newly-
restored bells ring out their greetings.
St Luke’s, Watford
In Memory of Joyce
What could your parish do?
£1,000 £10,000
£50,000 £100,000
£5,000
£500,000 £250,000
£25,000
“I’m sorry love. We’re Northern and that’s all there is to it.”
A Simple Part of Good Stewardship
•Theological Reasons
•Practical Reasons
Stewardship – Will Writing
1. Intestacy Rules
1. Intestacy Rules
70% of adults in this Country do not have a Will …
Data: Financial advice service unbiased.co.uk
A Simple Part of Good Stewardship
•Theological Reasons
•Practical Reasons
Stewardship – Will Writing
2. Inheritance Tax
1. Intestacy Rules
2. Inheritance Tax
Nil rate band £325,000 frozen until 2018/19
More estates taxable•17,000 in 2010-11 •20,000 in 2011-12
More revenue raised•£2.72b in 2010-11 •£2.91b in 2011-12
A Simple Part of Good Stewardship
•Theological Reasons
•Practical Reasons
Stewardship – Will Writing
2. Inheritance Tax
1. Intestacy Rules
3. Triggers
3. Triggers
People make or review their Will
at different life stages
Legacies
Financial
Theological
Practical
Mission & Ministry
Coffee Break
Why do people leave a legacy?• Does anyone support a charity?
• Why do you support that charity?
• Has anyone included a gift in their Will?
• Why have you included a gift in your Will?
A gift to the Charities Vision
Recap
‘What day is it? asked Pooh
‘It’s today’ squeaked Piglet
‘Ah my favourite day’ said Pooh
Financial Theological Practical Mission & Ministry
What your Parish can do
Step 1
Make and Communicate a Legacy Policy
What your Parish can do
Step 2
Make legacy literature available
www.ParishResources.org.uk/order
Step 3
Hold a Thanksgiving Service
What your Parish can do
• Legacy Sunday
• Month of Remembrance
• Saying Thank you
Review Legacies RegularlyStep 4
www.churchlegacy.org.uk
Simple Parish Steps
Step 1: Make and Communicate a Legacy Policy
Step 2: Make legacy literature available
Step 3: Hold a Legacy Service
Step 4: Review legacies regularly
My Final Thought
By far, the largest trigger for people leaving a
Gift in their Will is …
when they’re asked!
Questions, Thoughts, Comments