Creating a Culture of Generosity

Registration fee of $75* includes:

► Cost of event ► 2 nights lodging at Stonewall Resort (with Conference Attendee rooommate)

► Meals ► 12 contact hours

*Private rooms and commuter rates available.

The United Methodist Foundation of West Virginia, Inc. wants to help your congregation create a culture of generosity. Join us at beautiful Stonewall Resort in central West Virginia for the Foundation Academy of Faith and Generosity on September 17-19, 2018. Inspire your congregation by learning how to:

► Teach about the spiritual nature of giving ► Encourage gratitude ► Transform attitudes of scarcity into abundance ► Equip stewardship ministry with best practices ► Lead change in thoughts about money ► Encourage legacy gifts ► Develop a transformational ministry plan

The event is open to both clergy and laity. Attendees will earn 12 credit hours of continuing education.

United Methodist Foundation of West Virginia, Inc.

Foundation Academy of Faith and Generosity

Rev. David BellRev. David Bell is an ordained elder in the United Methodist Church from the East Ohio Conference. He serves as the Executive Director of the United Methodist Foundation of Michigan. David is also Senior Design Partner with Design Group International. His experience includes stewardship education, organizational visioning, leadership development and planned giving. David empowers leaders to discover their vital role in enabling community of faith to embody a generous culture.

Bonnie I. MardenBonnie I. Marden, the Founder of MYTE Ministries, is a project manager for the Wespath grant through the Lilly Endowment Inc.’s National Initiative to Address Economic Challenges Facing Pastoral Leaders. Her experience includes fundraising, stewardship, conflict management and leadership education. Bonnie is the author of a Leader’s Guide to Financial Stewardship, to be published in 2019 by the United Methodist General Board on Higher Education and Ministry.

Rev. Claudine LearyRev. Claudine Leary is an ordained elder in the East Ohio Conference of the United Methodist Church. She was born in Rwanda, East Central Africa and graduated from Africa Univeristy before moving to the United States. Claudine has a certificate in fundraising management from the Lilly Family School of Philanthropy and serves as the Director of Development for Methodist Theological Seminary in Ohio. She is the co-founder of Watoto Reads, a not-for-profit organization that is building classrooms in refugee camps in Chad.

Kirsty JenkinsonKirsty Jenkinson is the Managing Director of Sustainable Investment Strategies at Wespath Investment Management. Previously, she was director of the Markets and Enterprise Program at the World Resources Institute, a Washington, D.C.-based global research organization, Director of Governance and Sustainable Investment at F&C Asset Management in London, and worked in the Fixed Income division of Goldman Sachs International in London. Kirsty currently sits on the board of the Business and Human Rights Resource Centre. She received an M.A. degree in International History from the University of Edinburgh, Scotland.

Rev. Jeffrey TaylorJeff Taylor is the President of the United Methodist Foundation of West Virginia, Inc. He received his undergraduate (B.S.’83) and law degrees (J.D. ’86) from West Virginia University. He received his seminary education from Methodist Theological School in Ohio, where he serves on the Board of Trustees and chairs the Development Policies Committee. Jeff is an ordained deacon in the West Virginia Annual Conference.

Kimberly MatthewsKim Matthews is the Vice President of the United Methodist Foundation of West Virginia, Inc. Kim graduated with honors from Marshall University where she received her Bachelor’s of Science and her Master’s of Science degrees in biology. Kim is a Certified Lay Minister in the West Virginia Annual Conference.

Presenters

Monday, September 17

1:00 p.m. Opening Worship Rev. Claudine Leary

2:00 p.m. Sustainable Investing: Focusing on Long-term Value Creation Kirsty JenkinsonThis session will review how global trends, like population growth and resource scarcity can affect long-term investments. It will highlight the increasingly important role that sustainable investment plays in financial markets, while debunking sustainability-related myths and will describe how the United Methodist Church is collaborating with industry peers to create positive change.

3:30 p.m. Encouraging the Joy of Generous Giving: A Call to Financial Discipleship Rev. David Bell and Bonnie Marden

Participants will gain a deeper understanding of the Christian theological premises underlying charitable giving. We will explore clergy, their attitudes about money, and their vital spiritual role in cultivating generosity. We will examine the socio-economic trends impacting charitable giving across the U.S. and set the framework for developing an effective year-round financial stewardship ministry.

6:00 p.m. Dinner including Plenary: Socially Responsible In Vestments Rev. Jeff Taylor

Tuesday, September 18

8:00 a.m. Breakfast and Devotional

9:00 a.m. Encouraging the Joy of Generous Giving: Rev. David Bell Practical Leadership Tips for Financial Discipleship

Participants will experiment with “best practices” for effective year round stewardship. The money fear factor, prevalent in many local churches, will be discussed so we may live into cycles of abundance rather than scarcity. Participants will determine a plan to develop the 3-legged fund development stool in the context of their church setting and determine action steps for cultivating financial discipleship in their church setting.

12:00 noon Lunch

1:00 p.m. Breakout Sessions ► Go and Get the Donkeys: The Lord Needs Them Rev. Claudine Leary

Clergy appreciate the need to connect with the local communities they serve. We find ways to be where people are, and we stand ready to go whenever and wherever Jesus Christ calls us. But, there is one assignment Jesus gives that we dread: to go into the village and get the donkey that the Lord needs. In our world, that “donkey” often takes the form of financial resources. In this workshop, Claudine Leary, an ordained Elder in the United Methodist Church and Director of Development at the Methodist Theological School in Ohio, will provide pastors with practical fundraising tips and techniques so they can “go and get the donkeys,” confidently and effectively nurturing the gift of generosity in the communities they serve.

Program

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► Accountable Congregations Bonnie MardenPastors and church leaders share responsibility for financial stewardship and accountability. Build your capacity to encourage generosity by practicing prudent money management that protects people and resources. Review leadership roles and responsibilities, the tools for financial accountability including budget, reports, audit/review options, communications and the purpose of policies. Regardless of church sizes, we are accountable to God and each other.

► Clergy Taxes and Compensation Rev. David BellRather than viewing clergy tax codes and compensation planning as burdensome, this session will focus on the opportunities that these special provisions provide for pastors. We will explore housing exclusion, SECA tax, retirement savings, accountable reimbursement plans and possibly a few other items in practical, easy-to-understand terms. The goal is for pastors to leave this workshop with clear next steps toward planning their financial future.

3:30 p.m. Encouraging the Joy of Generous Legacy Giving Rev. Jeff Taylor and Kim MatthewsMany people are relieved to learn about ways they can continue their generous giving after they have died. Helping them find the gift that fits their circumstances will not only help the ministries of your church, but also it will give peace of mind to the donor.

6:00 p.m. Dinner with Plenary Rev. Claudine Leary

Wednesday, September 19

8:00 am.m Breakfast and Devotional

9:00 a.m. Encouraging the Joy of Generous Giving: Bonnie MardenMoving from Ideas to Action Today Following review or further resourcing requested by participants, we will take action and complete implementation and accountability strategies to nurture generosity in your ministry context. Is your next step technical – a new practice or activity, or adaptive – a mindset and relational adjustment? Briefly explore resistance – our own and congregational – for wise stewardship and success as you implement best practices with your own people. Where does your journey begin and who will you take with you?

11:00 a.m. Dismissal

Program

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Mailing AddressP.O. Box 3811 Charleston, WV 25338

Phone Numbers304-342-2113

1-800-788-3746 ext. 45304-342-2632 (Fax)

United Methodist Foundation of West VirginiaWeb and Email

www.umfwv.orginfo@umfwv.org

RegistrationFoundation Academy of Faith and Generosity

Attendee Information

Name ______________________________________ Are you clergy ______ or a lay person _______?

Address ____________________________________________________________________________ (include street address, city, state, and zip code)

Phone Numbers ______________________________________________________________________

Email Address ________________________________________________________________________

Local Church _________________________________________________________________________

Church offices ________________________________________________________________________

Registration: Cost covers room at Stonewall Resort for two nights, meals, and cost of Academy.

______ $75 - Double room with a roommate.

Indicate roommate preference ______________________________________________

______ $190 - Single room with no roommate

______ $35 - Commuter rate covers meals and conference but no room

Emergency Contact Information - provide name and phone number of person to be contacted if you experience an emergency during the Conference _______________________________________________________________________________________

Special needs during Conference: Please list dietary or accessiblility requirements so that we can serve you.

_______________________________________________________________________________________

We are grateful to offer this high caliber Academy at an affordable cost to attendees. Over 90% of the cost is provided by The Foundation and through a generous grant from the United Methodist Church Initiative to Address Economic Challenges Facing Pastoral Leaders.

Deadline for registration is August 3, 2018. To register for the event online, go to www.umfwv.org/academy. To register by mail, complete the form below and mail it with your registration check to UMFWV, P.O. Box 3811, Charleston, WV 25338. Checks can be made out to United Methodist Foundation of West Virginia.

Registration and Accomodations