Bridging the Gap
Major Donor Training Workshop - October 2, 2007

Registration:
Registration fee is $200 for the first person which includes Jay Link’s book, Family Wealth Counseling: Getting to the Heart of the Matter, an educational DVD, a two inch binder of useful stewardship materials, breakfast and lunch. $100 for each additional person from same ministry (without materials).

* Please register by September 20, 2007.

Individual Ministry Registration: $200

Additional Ministry Attendees: $100

Time:
October 2, 2007 • 8am to 5pm
Registration starts at 7:30am with continental
breakfast. Lunch will be provided.

Workshop Location:
The Church at Mt. Gilead
6019 E. State Road 144
Mooresville, Indiana 46158

Session One
Biblical Instruction on Possessions and Philanthropy

We examine some of the hundreds of scriptures that address money, wealth, accumulating possessions, giving, inheritances, dangers of wealth, contentment, paying taxes, etc. It gives a foundational understanding of the role that money plays in God’s economy and how we often block God’s plans for its use and become barriers to God’s will instead of vehicles to carry it out.

Session Two
What on Earth am I Doing with all this Wealth?

We explore the seven key issues that wealthy Christians must understand to utilize their remaining time, employ their unique talents and strategically deploy their accumulated treasures to do the most good for the cause of Christ. These issues address stewardship, power of creativity, their aspects of wealth, misconceptions about wealth, preparing heirs for their inheritance, the Psychological Pyramid of Priorities and life-purpose.

Session Three
The Bottom Line Results (Case Studies)

We examine some actual case studies to show the incredible impact Family Wealth Counseling has upon an affluent Christian family’s financial capacity to give fantastically greater gifts to worthy Christian ministries to support the cause of Christ than they ever dreamed possible. This is in addition to enhancing their ability to provide an adequate inheritance for their heirs while taking care of themselves as well.

Session Four A
Understanding Your
Most Affluent Donors

The basic concepts of stewardship apply to all Christians, but the issues change dramatically as a believer’s net worth climbs. The stewardship challenges for believers of average means no longer apply to affluent Christians. Instead, a totally new set of stewardship issues and dilemmas materialize that are every bit as daunting for affluent Christians as are basic ones for “non-affluent” believers. Here we will address the ten stewardship dilemmas your most affluent donors face.

Session Four B
Ministering to your Most
Affluent Donors

We will explore who should cast the vision for the ministry and how to effectively do it, what role the CEO must play in major donor development, how to overcome the emotional obstacles of working with and meeting the needs of wealthy people, how to identify current and potential major donors and how to engage them in more than just financial support of a ministry.

Session Five
The Power of the Family Wealth Counseling Process

We will show you the five phases of an effective planning process. We will clarify how we help donors develop a passionate, generous giving vision as well as Philanthropic Master Plan. We will outline how to successfully work with a donor’s current advisors and turn them into allies instead of adversaries. We will also explain the kinds of on-going Family Office Services donors need to continue to keep their plans current and keep the family focused for
generations to come.