Encouraging Estate Gifts in Your Church
Encouraging Estate Gifts in Your Church
Ways to effectively—and legally—promote this form of giving.
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Americans gave more than $30 billion dollars in bequests made through wills and estate plans in 2016, according to the latest Giving USA report. But few churches talk to their members about how they can make such gifts to their churches after they die. For example, a 2013 study of Southern Baptist pastors found that 86 percent provided no information to church members about estate planning.

"Many pastors are apprehensive even when speaking about tithing," says John Kea, executive vice president and general counsel for the Nashville-based Southern Baptist Foundation. "Few know where to start when talking about estate planning."

And few churches have the infrastructure in place to help church members who want to make a bequest, Kea said.

Yet many church members may be open to remember a church in their estate, said Steve Allison, a financial services representative for Covenant Trust Company—a financial management and legacy planning resource to individuals, charitable organizations, and ministries, both inside and outside the Evangelical Covenant Church. Through workshops Allison gives to church groups on estate planning, he reminds churchgoers that they have often benefited from Christians who came before them.

"We are all beneficiaries of somebody else's generosity," Allison said. "Each of us has the opportunity to do the same for the next generation."

Financial planners say that churches can play a key role in encouraging their people to be generous at the end of their lives. Everyone needs some kind of plan to disburse their assets when they die. And making a charitable gift can be part of that plan.

Still, there are risks. Churches and pastors often have great influence in the lives of church members. If they press too hard for churchgoers to make a bequest, or even appear to suggest such an act, there could be a risk of having a court find the presence of "undue influence," which could jeopardize the gift altogether.

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