Our popular stewardship workshops open the conversation about stewardship, Friends, and money in an interactive group setting at monthly meetings.
FGC’s Stewardship Services Department offers three educational workshops:
- Stewardship Investing explores how doing the right thing with our money can be integrated into our planning without having to sacrifice returns. We explore the usefulness of shareholder advocacy as a way to help bring about positive change, and the
- Estate Planning examines the various elements of Estate Planning and explains how they can be used to help Friends accomplish their goals. Friends are challenged to discern what they are called to do through their planning.
- Financial & Retirement Planning teaches Friends how easily and, with minimal legal professional involvement many retirement related plans can be transferred. Helpful guidance to minimize the tax impact of retirement plan transfer is also presented. We also discuss the tax exposure facing large estates and the various approaches that are available to lessen that impact.
Unlike mainstream financial seminars, our workshops are about stewardship. We take a holistic approach to planning, regarding money - not as the destination - but rather a means to an end. We talk about stewardship as a process of continuing revelation, and discuss how the decisions we make can be reflective of our values. In our estate planning workshop, for example, participants are called upon to meditate on their interest in estate planning. They are asked to consider its implications on family and philanthropy – from earning enough to retire, to distributing assets upon their death, and making their passing as uncomplicated as possible for their loved ones by having wills, advance directives and durable powers of attorney in place.
Our seminar about Stewardship Investing explores how Friends can care for wealth in ways that are consistent with Quaker values. We explain how company selection and screening can aim for positive investing through high-social impact, market-rate investments. We believe that stewardship investing should not stop with a buy or sell order, and demonstrate how proxy voting, shareholder advocacy and community investing are useful tools that give our values a voice in the process.
Friends General Conference will be glad to answer any questions you may have regarding planned giving. Our Stewardship Services Program, in partnership with Friends Fiduciary Corporation and Everence, will be pleased to work with you to create a plan that balances your financial and philanthropic goals. The results of such planning can provide you and your loved ones with many benefits and have a lasting impact on FGC and other charities of your choice.
Everence is a Mennonite financial services organization. FGC and Everence are working in partnership through FGC’s Stewardship Services Program to provide a wide range of estate and financial planning services to Friends.
FGC is not a financial, legal or tax advisor. Please consult with your own advisors regarding your financial, legal, or tax needs to make certain that a contemplated gift fits well into your overall circumstances and planning. The discussion and examples in this section are for illustrative and educational purposes only and are not a solicitation or offer.
The contents of this page were made available to FGC in whole or in part by Everence. © 2012 Everence