00:12:38 Joe Swimmer: Good afternoon and welcome! Thanks for joining us for this conversation on the raising funds for endowments. EPN is pleased to partner with our friends from CCS Fundraising for this conversation (www.ccsfundraising.com/). Please know we recognize that the experiences discussed in this workshop might not represent the breadth of experiences in all churches. However, we hope you garner insights that will spark conversation within your teams and leadership groups. We ask that you post your questions or comments in the CHAT feature here and our panel will try to get to them throughout the session. 00:12:40 Joe Swimmer: We invite you to put your name, parish name, and location in the CHAT for the benefit of our panelists. If your parish is not a member of Episcopal Parish Network, we invite you to join our work. Our 240+ members make programs like this one possible. More about membership can be learned by e-mailing us at info@episcopalparishes.org or https://episcopalparishes.org/epn-members. 00:13:25 Minnie Shorter: Minnie Shorter. Treasurer, St. Peter's Episcopal Church, Lewes, DE 00:13:39 Eric Malnassy: Eric Malnassy, Director of Stewardship at St. David's - Austin, TX 00:13:58 Catherine Wolford: Cathy Wolford, Treasurer, Christ Church, Shaker Heights, OH 00:13:59 Maria Ammerman: Maria Ammerman, Christ Church by the Sea in Puerto Vallarta, Mexico 00:14:04 Peter Wallace: Aloha from Hawai’i! Peter Wallace, vicar of St. Timothy’s in ‘Aiea. 00:14:07 Elizabeth Wilcox: Liz Wilcox St. Luke’s Episcopal Church Delta, CO 00:14:13 Margaret shaw: Margaret Shaw St James Episcopal Austin TX 00:14:15 Bill Keslar: Bill Keslar, Transfiguration (Dallas 00:14:17 Rebecca Miller: Rebecca Miller, Episcopal Diocese of Ohio 00:14:20 Peter Juve: Peter Juve Saint Mary's Napa CA 00:14:22 Peter Angelica: Peter M. Angelica, Warden, St. Elizabeth’s Episcopal Church Ridgewood NJ 00:14:23 Elisabeth Malphurs: Elisabeth Malphurs, St. Alban’s, Bovina, MS 00:14:26 Richard Price: Richard Price, St albans 00:14:27 Jonathan Ewbank: Jon Ewbank, St. George’s Episcopal Church, Schenectady, NY (Jr. Warden). 00:14:27 Willie Black: Willie Black - Christ Church New Brighton - Staten Island, New York 00:14:28 Taeko Suga: Taeko, United Board from New York. 00:14:28 Diane Frankle: Diane Frankle, Vestry Member, All Saints Episcopal, Palo Alto CA 00:14:30 Ramiro Lopez: Rev. Ram Lopez, Rector, St George, San Antonio & Chair, Did of West Texas Stewardship Committee 00:14:31 Trevor Babb: The Rev. Trevor R. Babb, Christ Church New Brighton, Staten Island New York. 00:14:32 Gareth Dehner: Gareth Dehner The Episcopal Church of the Good Shepherd Lexngton KY 00:14:33 Jan Vetrhus: Jan Vetrhus, treasurer, Christ Episcopal Church, Madison, IN 00:14:41 Joe Swimmer: For those who just joined, we're glad you're here. Please post your questions or comments in CHAT feature. Also, if you just joined, please post your name and parish/location in the CHAT! 00:14:51 Suzanne Burrows: Suzanne Burrows, Chair, Iona Society, St. Columba's Episcopal Church, Washington, DC 00:14:51 Carolyn Glosby: Carolyn Glosby, Sr. Warden, St. Anne, West Chester OH 00:15:21 Jeff Wengrovius: Dr. Jeff Wengrovius, Treasurer St. George’s Church Schenectady, NY 00:15:31 Lee Steward: Lee Steward, Director of Philanthropy, The Bishop’s Ranch 00:15:34 Albert Alvarez: Al Alvarez, Vestry and Stewardship Committee, St Mary’s Episcopal Church, Anchorage, AK 00:15:47 Lorraine Sciara-Kelley: Lorraine Sciara-Kelley, Chair Endowment Fund Board, St. Paul’s Delray Beach, FL 00:15:48 Lee Steward: San Francisco, CA 00:17:22 John Harris: John Harris All Saints Virginia Beach 00:17:34 Lee Steward: Yes 00:17:36 Catherine Wolford: Yes 00:17:36 Jonathan Ewbank: Yes 00:17:37 Jeanne Hogarth: yes 00:17:37 Eric Malnassy: Yes 00:17:37 Taeko Suga: Yes. 00:17:37 Rebecca Miller: Yes 00:17:38 Peter Juve: yes 00:17:38 Diane Frankle: Yes 00:17:38 David Getreu: yes 00:17:38 Janet Rouse: yes 00:17:38 Peter Wallace: Yes reserve fund 00:17:40 Janice Urbanik: no but working on one 00:17:41 Elizabeth Wilcox: Yes 00:17:41 Thomas Pettigrew: yes 00:17:42 Albert Alvarez: yes 00:17:42 Trevor Babb: yes 00:17:43 Suzanne Burrows: Yes, but small. 00:17:44 Angela Hudgins: yes 00:17:45 Margaret shaw: yes reservefund 00:17:45 Ramiro Lopez: Yes - reserve 00:17:46 Peter Angelica: Yes 00:17:47 Minnie Shorter: YES 00:17:49 Lorraine Sciara-Kelley: Yes 00:17:50 Nancy Ries: yes 00:17:52 John Harris: Yes 00:17:54 Bill Keslar: yes and yes 00:17:55 Willie Black: Yes 00:17:57 Jeff Wengrovius: Yes St George’s Schenectady 00:18:13 Lee Steward: Medium 00:18:15 Jeanne Hogarth: micro 00:18:15 Taeko Suga: Large. 00:18:16 Bill Keslar: small 00:18:18 Peter Wallace: Small 00:18:19 Catherine Wolford: small 00:18:19 Suzanne Burrows: Small 00:18:19 Jonathan Ewbank: Medium 00:18:19 Jeff Wengrovius: large 00:18:22 Richard Price: Small 00:18:22 Eric Malnassy: small 00:18:22 Margaret shaw: very small 00:18:24 John Harris: Small 00:18:25 Diane Frankle: small 00:18:25 Trevor Babb: small 00:18:26 Ramiro Lopez: small 00:18:26 Albert Alvarez: We have both; both small 00:18:26 Elizabeth Wilcox: Small 00:18:26 Nancy White: medium 00:18:26 Eva Lesniak: SMALL ($32K 00:18:29 Lorraine Sciara-Kelley: Medium 00:18:29 Peter Juve: annual distribution 10% of budget 00:18:29 Minnie Shorter: medium 00:18:30 Willie Black: Large 00:18:39 Peter Angelica: Reserve fund and endowment = 50% of budget 00:19:10 Minnie Shorter: 5% allocated in budget 00:21:36 Elizabeth Wilcox: No $ allocated in our budget. 00:26:10 Margaret shaw: assuming y'all will share slides? 00:30:45 Joe Swimmer: Hi - The recording and slides will be shared following the session. If you registered, we will send you an e-mail with a link. Otherwise, you can find it on our website at: https://episcopalparishes.org/digital-workshop-library/ 00:41:24 Albert Alvarez: Can speak more about blended gifts? 00:41:49 Suzanne Burrows: Yes, please. 00:42:27 Joe Swimmer: Thanks for the questions. As a reminder, please post questions and comments here in the CHAT. The panel will get to them as time permits. Thanks again for joining. 00:43:06 Jeff Wengrovius: Can you talk about how to structure endowments to deal with the high levels of inflation? We have a good endowment but expenses are eroding our endowment. 00:50:30 Jeff Wengrovius: I will!!!!! 00:50:33 Margaret shaw: also include tips on fundraising for a working/ middle class parish median income $50-60k without stock / assets 00:51:16 Jeff Wengrovius: Canyon hear me???? 00:51:45 Bill Keslar: Any tips on navigating the perception of "tradeoff" between annual giving and endowment giving, and donors feeling that in doing the former, they are less eager to do the latter. 00:51:50 Joe Swimmer: Friends - please post questions and comments here in the CHAT. 00:53:02 Jeff Wengrovius: I think I talk to many treasurers. We are suffering from dealing giving, but still have an endowment. Do we shift our endowment from 60/40 stocks/bonds to a more aggressive strategy to raise cash. We haven’t received any new contributions to our endowment in years 00:53:20 Jeff Wengrovius: dealing giving 00:53:39 Margaret shaw: Great ideas we do it but can do more. thx 00:54:36 Jeff Wengrovius: declining giving 00:56:15 Jeff Wengrovius: !!!! good answer 00:58:15 Joe Swimmer: For those who have to leave us early, thanks for joining today. The conversation will continue a bit longer. Please post questions and comments in the CHAT feature. The workshop is being recorded and will be available in the next day. If you registered, you will receive a link to the recording and PowerPoint. You will also find it in our Workshop Library at: https://episcopalparishes.org/digital-workshop-library/ Thanks, again, to our panel for sharing this lovely time and helping us move into summer. We hope you found this a useful conversation. Thanks to our partners at CCS for this important conversation. There are additional digital workshops on raising money for funding endowments, building maintenance, security, finance, and communications coming up in the next month. We hope you join us as you are available. You can see a list here: www.episcopalparishes.org/upcoming-workshops/ More workshops are added regularly. 01:06:08 Albert Alvarez: Very good info; does CCS or EPN work with a planned giving info company (e.g. Crescendo) 01:07:40 Luke Driscoll: Albert...No, but we have many of our team who have expertise in this space 01:09:58 Joe Swimmer: Thanks, again, to Luke and Kris for sharing with us today. 

Grateful to everyone for joining us and hope you found it helpful. 

Have a great week! 01:10:07 Lee Steward: Thank you both. 01:10:12 Margaret shaw: thanks super useful 01:10:15 Scott Compton Compton: Thank you! 01:10:20 Marylou Murray: Thank you! 01:10:30 Suzanne Burrows: So informative, thank you! 01:10:31 Bill Keslar: thanks to all 01:10:39 Peter Wallace: Many thanks! 01:10:39 Maria Ammerman: Thank you!