Covering ‘best practices' from experts working in Roman Catholic, Episcopal, Presbyterian, Lutheran, Baptist, Jewish, Muslim, and Hindu contexts, Faithful Giving provides tools to motivate prospective donors to make transformational gifts.
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
JAMES W. MURPHY, a Certified Fund Raising Executive, is Managing
Program Director at the Episcopal Church Foundation (ECF). Active
in ecumenical collaborations, he works with congregations,
dioceses, and other Episcopal organizations to grow their
endowments and develop their planned giving programs and various
philanthropic efforts and resources. He holds a Masters in
Christian Spirituality from General Theological Seminary, and a
Bachelors from NYU’s Stern School of Business. He is a member of
the Association for Financial Professionals (AFP) and the
Philanthropic Planning Group of Greater New York (PPGGNY). He lives
in New Jersey.
Robert F. Sharpe, Jr. was CEO of Encore, a leading philanthropic
management consulting firm. Sharpe was chair of the philanthropy
editorial board of Trusts & Estates magazine, and his remarks have
been featured in The Wall Street Journal, The New York Times,
Newsweek, Forbes, Smart Money, The Chronicle of Philanthropy,
Trusts & Estates and Kiplinger’s. He lived in Memphis, TN before
his death in 2022.
Rupinder Singh Brar, is one of the founding members of the Sikh
Community Center in Yuba City, California, where he volunteers his
spare time by teaching Sikh history and philosophy to high school
students. He is a practicing cardiologist in Yuba City, California,
where he serves as a member of the board of directors at the local
hospital and also the director of the Adventist Heart and Vascular
Institute. He lives in Yuba City, CA.
Sarah Charters is President and Director of Philanthropy for The
United Church of Canada Foundation. Sarah oversees the Foundation,
governance, granting and investing portfolios as well as
fundraising, including planned giving, for both the Foundation and
Church, working with donors and communities of faith on their
financial stewardship and giving. Sarah is a member of the
Association of Fundraising Professionals (Toronto Chapter) and is a
Certified Fundraising Executive (CFRE). She lives in Toronto,
Ontario.
Charles Cloughen Jr. is Planned Giving Officer at the Cathedral of
the Incarnation, Baltimore, Maryland, and former Director of
Planned Giving, Stewardship and Development for the Episcopal
Diocese of Maryland. He has been an Episcopal priest for more than
48 years, serving in parishes in Rhode Island, Connecticut, Texas,
and Maryland. He lives in Towson, Maryland.
Jane Harding is newly retired from the Stewardship & Gifts Office
for the United Church of Canada where she worked with congregations
and local areas of the church through assessment, planning and
implementation of Stewardship and Legacy programs and with
individuals who are inspired to leave a legacy to any area of the
church. She is an active member of the Association for Fund Raising
Professionals, Volunteer Vancouver, and the Canadian Association of
Gift Planners. Jane lives in Salmon Arm, British Columbia,
Canada.
Margaret M. Holman is president of Holman Consulting, a
full-service fund-raising consulting firm she founded in New York
City in 1991. She is an emerita president of the Philanthropic
Planning Group of Greater New York. She is co-author of The
Complete Guide to Careers in Fund Raising (Kendall/Hunt Publishing
Company), co-author of Major Gifts Fundraising (Directory of Social
Change in England) and is a contributing author of The Nonprofit
Consulting Playbook (Charity Channel Publishing). She lives in New
York City.
Davida Isaacson is the Senior Philanthropic Advisor for The Seeing
Eye, Inc. in Morristown, NJ. After a successful career in trust and
estate banking, Davida became the Director of Planned Giving and
Endowments for WNET, the New York public television station.
Following her tenure at WNET Davida became Executive Director of
the Jewish Community Foundation of MetroWest (NJ) during which she
oversaw planned giving initiatives for partner agencies. A
nationally recognized speaker on all aspects of planned giving,
Davida is an ongoing volunteer for the planned gift efforts at her
synagogue, Adath Shalom. She lives in Wharton, NJ.
Roger Janes serves as Stewardship & Gifts Officer for the Atlantic
Region, and all of Eastern Canada and Bermuda for the United Church
of Canada. Previously he was Stewardship Staff resource for the
Newfoundland and Labrador Conference. He provides leadership,
support and resources to communities of faith in the areas of
congregational stewardship, denominational fundraising and planned
giving. He lives in Grand Falls - Windsor, NL, Canada.
Anwar Khan is President of Islamic Relief USA. With more than 25
years of experience working in the field of humanitarian and
development assistance, Mr. Khan grew up in the U.K. and moved to
America to help found Islamic Relief USA. Mr. Khan has served on
several boards and was an advisor for U.S. Agency for International
Development (USAID)’s Advisory Committee on Voluntary Foreign Aid
(ACVFA), and the U.S. State Department’s Religion and Foreign
Policy Working Group. Currently, he serves on the board of World
Food Program USA, Joint Learning Initiative and the Alliance to End
Hunger. He is on the Advisory Council for Muslim Philanthropy
Institute at Indiana University. He lives in Alexandria, VA.
Yvonne Jones Lembo serves as a Regional Gift Planner with the ELCA
Foundation. With more than 20 years of experience in non-profit
development, Yvonne’s gift planning expertise has helped families,
congregations and ELCA organizations in the Mid-Atlantic harvest
more than $30 million for their stewardship, mission and legacy
goals. She holds Bachelor’s and Master’s degrees from Harvard
University and received the Master of Divinity with honors from the
Lutheran Theological Seminary at Philadelphia (LTSP). Yvonne
completed courses in the Certified Estate and Trust Specialist
program with the Institute of Business and Finance. She lives in
Camden, DE.
Karl Mattison is the Vice President of Planned Giving Resources and
of the Planned Giving Navigator program at the Presbyterian
Foundation. He had previously served as the first Executive
Director for the Presbyterian Endowment Education Resource Network
and as the Washington, DC representative for the Presbyterian
Foundation. Prior to a career in banking, Karl studied, taught and
volunteered extensively in Russia and the former Soviet Union. A
graduate of Davidson College, Karl also studied abroad at Moscow
Aviation Institute and did his graduate coursework in Russian
studies at Georgetown University. He lives in Silver Spring,
Maryland.
M. Yaqub Mirza is President and CEO of Sterling Management Group
and Chairman of the Board of Trustees of the Amana Mutual Funds. He
is a member of the Board of Directors, University Islamic Financial
Corporation, a banking subsidiary and a member of the Board of
Trustees, George Mason University Foundation, Inc. Dr. Mirza is
President and Trustee of Center for Islam in the Contemporary World
and and Trustee and Chair, Investment & Endowment Committee at
Shenandoah University. He is also a member of the Council of
Advisors, Muslim Philanthropy Initiative at Lilly Family School of
Philanthropy, Indiana University. He is the author of Five Pillars
of Prosperity: Essentials of Faith-Based Wealth Building (White
Cloud Press, 2014). He holds a PhD in Physics and MA in Teaching
Science from the University of Texas at Dallas. Dr. Mirza lives in
Herndon, VA.
Peter Misiaszek is the Director of Stewardship Development for the
Anglican Diocese of Toronto. From 2010-2012, the Diocese of Toronto
ran a diocesan-wide major fundraising campaign that realized over
$35,000,000 in revenue and secured significant ministry investment
across several program areas. Nearly 9,000 members of the Anglican
church in Toronto made a financial contribution to this effort.
Peter is a member of the Association of Fundraising Professionals
(AFP) and is a Certified Fundraising Executive (CFRE). He holds an
MA in Political Science from the University of Waterloo. Peter
lives in Whitby, Ontario, Canada.
Lucinda Mosher is the author of two books in the Faith in the
Neighborhood series, Belonging and Praying. She holds a Th.D. from
General Theological Seminary, and teaches extensively in
universities, seminaries, and parishes about world religions and
inter-religious relations. She lives in northeast Florida.
Randall Nyce is an Everence® Stewardship Consultant, helping
families, businesses, non-profits, and congregations with
stewardship and charitable gift planning. Active in the community,
Randy volunteers as board chair of Healthy Niños Honduras. He
serves at Salford Mennonite Church as board chair and previously
served on the boards of Delaware Valley MEDA, MAMA Project, Kairos
School for Spiritual Formation, and Franconia Mennonite Conference.
He is a graduate of Eastern Mennonite University and has a
certificate in Urban Studies from The School for Urban Mission,
Washington, DC, holding The Chartered Advisor in Philanthropy®
(CAP®) designation from The American College. Randy lives in
Souderton, PA.
Amy Palmer is currently the Director of Development for the Adrian
Dominican Sisters in Adrian, Michigan where she provides leadership
for the Congregation’s fundraising initiatives including planned
giving, monthly giving, major gifts and donor stewardship. She is a
member of the Association of Fundraising Professionals (AFP),
National Association of Charitable Gift Planners, United Way
Retirees Association and The Nonprofit Alliance. Amy is the Vice
Chair of the Lenawee Community Mental Health Authority Board of
Directors. She is a Certified Fund Raising Executive (CFRE) and has
earned her Certificate in Philanthropic Psychology from The
Institute for Sustainable Philanthropy. She lives in Britton,
Michigan.
Peter C. Pereira, CPA not in Public Practice, was the Treasurer and
Chief Financial Officer of The Episcopal Church in Hawai’i,1991 -
2022. Peter oversaw the full financial operation of Hawaii’s
Episcopal Diocese including oversight of the combined endowment
portfolio of the Diocese worth over $45 million. A member of a
number accounting and fundraising organizations including the
American Institute of Certified Public Accountants (AICPA), Hawaii
Society of Certified Public Accountants (HSCPA), Association of
Fundraising Professionals (AFP), and the Hawaii Planned Giving
Council, Peter especially enjoys meeting with prospective donors,
learning their church story and connecting the dots for the
purposes of planned giving. He lives in Mililani, Hawaii.
Arlene D. Schiff is the National Director of the LIFE & LEGACY®
program of the Harold Grinspoon Foundation (HGF). In this role she
works directly with 36 communities in addition to overseeing LIFE &
LEGACY’s implementation in 72 communities (and more than 750
organizations) throughout North America toward a goal of building
organizational endowments through after-lifetime giving. Prior to
joining HGF, Arlene served as the Executive Director of the Jewish
Federation of the Berkshires in Western Massachusetts, a position
she held for 12 years. Arlene is a graduate of the University of
Massachusetts and holds a MA from Harvard University. She lives in
the Berkshires in western Massachusetts.
Pandit Roopnauth Sharma currently is engaged in senior positions in
the following diverse community organizations: President of the
Hindu Federation, an Umbrella body representing significant Hindu
Temples in Ontario; President Canadian Multi-faith Federation
(CMF), an umbrella body representing over thirty faith groups; Vice
president and Hindu Chaplin for Interfaith Chaplaincy (IFC) in
support of Spiritual care services at Correctional Services Canada
(CSC); Founder and Spiritual Leader Mississauga Ram Mandir (Hindu
Temple). He was ordained via the method of Lineage and Heritage and
lives in Mississauga, Ontario.
Perkin F. Simpson is the Executive Director of Urban Alliance, a
faith-based non-profit located in East Hartford, CT. Perkin
oversees all aspects of the organization, including communications
and gift development. Prior to this role, he worked for the
American Baptist Foundation, the denomination’s center for planned
giving for 13 years. His prior career experiences also include
positions at Prudential Financial, UBS PaineWebber, and The
Hartford Insurance Company. He is holds a Chartered Advisor in
Philanthropy (CAP®) designation and is pursuing his doctorate in
Financial and Retirement Planning Services from the American
College. He lives in West Granby, Connecticut.
Stacy B. Sulman is the Chief Legal Officer and Vice President for
Personalized Philanthropy and for the American Committee for the
Weizmann Institute of Science, where she has worked for over 13
years. Among other responsibilities, Stacy oversees planned giving,
including the organization’s loyalty and legacy societies, estate
settlements, and gift annuity administration. Stacy teaches Planned
Giving at New York University’s Heyman School for Philanthropy and
Fundraising, and speaks on various aspects of planned giving to
local, regional, and national groups Stacy currently serves as
Immediate Past President of the Philanthropic Planning Group of
Greater New York. She lives in Randolph, NJ.
David P. Uribe, OMI is the Oblate Executive Director/Oblate
Chaplain Director for Missionary Association of Mary Immaculate
(MAMI-USA), a fundraising organization for the Missionary Oblates
of Mary Immaculate of the United States Province. As
priest-director, he oversees MAMI-USA, a merged direct mail program
based in San Antonio, TX (Oblate Missions) and Belleville, IL
(Missionary Association of Mary Immaculate), including the
Charitable & Planned-Giving team that offers major donor services
and solutions: planned-giving, donation designations, annuities and
overall donor relations. Prior to priesthood, he was a career
counselor and internship coordinator at St. Edward’s University
networking with many nonprofits, businesses and corporations at the
local, state, national and international levels. He lives in
Belleville, IL.
“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)
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