Creating A Parish Legacy Giving Program

How to Create a Parish Legacy Giving Program 
Lake Institute on Faith & Giving 
Many congregations recognize the importance of inviting people to make planned gifts but don’t know how to launch (or relaunch) those efforts in meaningful, relationship-centered ways. This workshop will lay the foundation for developing a legacy giving program in your parish. It will strengthen your understanding of the demographics of generational wealth transfer, organizational sustainability, and personal and spiritual meaning for the givers. Finally, the workshop will help you consider practical plans for building positive momentum in your congregation’s legacy gift program. 

About the instructor:
Meredith McNabb is the Lake Institute's Associate Director of Educational Programming. Meredith comes to the work of development and generosity from both congregational and nonprofit perspectives. She is an ordained clergy person who, before joining Lake, served as the Director of the Center for Clergy Excellence for the United Methodist clergy in Virginia, where she resourced leaders in congregations and nonprofits of all sizes and geographic settings. In her early career, she served as an attorney at law. She has had volunteer leadership roles with several nonprofit organizations, including Shalom Farms, a multi-faith food justice organization in Richmond, Virginia, and Partner Liberia, a medical capacity-building nonprofit in West Africa. Meredith lives in Indianapolis with her spouse, Mike.