Process & Timeline
Generally need 4-6 planning weeks prior to seminar date
- Contact District Superintendent or church directly to explain program objectives and benefits of the program to the church and its membership. We need approximately 15-20 families to attend the seminar. Click here to read "What We Do">>
- Establish date for the seminar – Generally on a weekend. Seminar is about 2 hours.
- Appoint coordinator for the program – A person who is a well-respected leader in the church who will be responsible for explaining why it’s important to get folks to sign up and attend the seminar. This is also person who will work with the program director to handle logistics.
- Conduct conference call with church leadership – Coordinator working with program director (Ed R) will set up time of call and ensure everyone is able to dial from their homes. The purpose of the call is to get a team of leaders of the church — generally trustee, finance, administrative council and stewardship chairperson — to participate in a ½-hour conference call. Purpose of the call is to explain the objectives and benefits of the program to this group so they in turn can communicate benefits to the rest of the congregation. This approach ensures greater participation and attendance to the seminar. Click here to view the Orientation PowerPoint presentation>> Or click here to view this presentation as a pdf file>>
- Begin communication phase – Four weeks before the seminar date begin distributing bulletin inserts of four different flyers with sign-up sheets. Church coordinator should customize the sign-up sheet on page 5 with information specific to your seminar. Each week, one of the church leaders who is familiar with the benefits of the program (one who attended the conference call), will speak during worship that week to the key points in the flyer and gently persuade the congregation to attend. Church members should complete the sign-up sheet and turn it in after worship. Click here to view and download the bulletin inserts and sign-up sheet as a Word document>>
- Determine if it's a go or no go – Based on the number of sign-ups obtained during the communication phase, we will decide if it makes sense to go forward and hold the seminar as scheduled. We have an estate planning and elder law care specialist attorney who is available, but it is not appropriate to ask professionals to participate if we have a relatively small turn-out. For these sessions to be productive and benefit the church we need to have at least 15 families attend.
- Conduct the seminar – During the seminar, financial- and estate-planning management concepts will be discussed. Also covered are topics such as: savings goals for retirement and college education, and techniques for seeing savings grow tax free while managing down expenses. During the seminar, attendees are asked about their experience, and are offered a follow-up one-on-one financial planning consultation.
- Follow-up items, offer free financial plans – Those who wish to follow up and receive a free financial plan can sign up to do so after the seminar. These plans are comprehensive and contain about 20-25 pages of detailed information about each individual's financial needs. One-on-one consultations of about 1.5 hours each are set-up for each family to review the plan in detail. The implementation of the plan is left to each family – nothing is sold. All we ask in return is prayerful consideration of a free-will offering to your church. To receive the free financial plan, we'll need the participant to complete a questionnaire. Click here to view the questionairre>>
- Follow-up items, offer wills and estate planning – For those who do not have a will, healthcare proxy, etc., our attorney will be available to assist in the creation of these documents. Also, those who have sufficient assets which are at risk to Medicaid spend-down rules for federal & state tax, our estate and elder law care attorney is available to assist in these matters. A nominal fee — generally significantly lower than normal fees charged to the public for these services — will be required for the services of the attorney.
- Follow-up items, are we generating faith giving? – Work with the pastor and coordinator to determine if families have given to the church (see #8 above) to determine if the program is meeting our Christian expectations in recognition of the benefits they have derived from the Seeds of Faith & Finance program.
Other Documents Used in the Program
Generic appeal letter>>
10 Clemson Lane
Woodbury, NY 11797