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Planned Giving On Demand Workshop

October 25, 2014 @ 10:00 am - 2:00 pm

We are pleased to offer a FREE workshop on endowments and planned giving on Saturday, October 25, 2014,  at St. Matthew’s, Pennington.

Basics of Endowment and Planned Giving:

This workshop will review basic principles and best practices for endowment management.  You will examine important, and easy to use, documents to use for structuring your endowment and for clarifying its purpose.  Participants will also learn about endowment policies and investment options which not only seek to protect an existing endowment, but will demonstrate how endowments can be used as to enhance your ministries and overall mission, and build trust and confidence among your potential donors.  You will also learn how to use The Episcopal Church Foundation (ECF)’s new Planned Giving on Demand toolkit for growing your endowment through planned gifts. The first thirty congregations to register for this workshop will receive a complimentary copy of this toolkit, courtesy of ECF and the Diocese of New Jersey.

ECF Managing Program Director, James W. N. Murphy, and ECF Consultant, Lynn Mander, will conduct this workshop.

Schedule:

10:00 am – 12:00 noon                   Workshop:  Basics of Endowment and Planned Giving

12:00 noon – 2:00 pm                     Individual Consultations (30 Minute consultation slots)

Register here. 

PROGRAM LEADERS:

Jim Murphy is Managing Program Director of Financial Resources at the Episcopal Church Foundation (ECF).  He oversees all of ECF’s financial development programs and resources, including annual stewardship/giving, development solutions, capital campaigns, planned giving 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).

Lynn Mander is Program Consultant for ECF’s Endowment Management Solutions program.

Prior to joining ECF, Lynn was Chief Investment Officer at a regional bank serving high net worth clients and foundations. Her previous experience includes working as an analyst and institutional salesperson with major Wall Street firms and as an institutional portfolio manager.   Lynn has often been interviewed on such media venues as CNBC and Bloomberg TV, commenting on current market conditions and the overall state of the economy.

Lynn is an active member of St. Peters Church in the Great Valley in Malvern, PA.  She has served on Vestry and as Rector’s Warden.  She has also served as Endowment Chair.  Lynn is a past president of CFA Society of Philadelphia and is active volunteer with CFA Institute working with the Disciplinary Review Committee which hears ethics violations and also with the CFA exam program.  She serves on the advisory board of Episcopal House, a senior housing home in Phoenixville, PA.

Details

Date:
October 25, 2014
Time:
10:00 am - 2:00 pm

Venue

St. Matthew’s Pennington
300 S. Main St.
Pennington, NJ 08534 United States
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