Christian Personal Legacy Planning
“Why & How To Give to the Church!”
Creative Ways We Can Provide for Our Church
Sunday, May 20, 2012
Noon-1 p.m.: Lunch (free to all attendees)
1-1:15 p.m.: Registration
1:15-2:45 p.m.: Program Featuring Jack Brooks, Executive Director of the Mid-Atlantic United Methodist Foundation
Location: Trinity United Methodist Church
90 Church Street
Prince Frederick, MD 20678
410-535-1782
What will be our Legacy? This will be a Christian Guide to understanding the various ways that we can pass on our earthly treasure to fund ministry and mission at our church. We all know how to place our check in the “offering plate”. What are some of the other ways we can provide our Church with the necessary funds to grow its program and mission?
What is the best way to gift stocks, bonds, and mutual funds to our church? How can we maximize our gifts to provide more? How does an annuity work that can benefit me while I live and then eventually provide funds for my church? What is an endowment? What is a Trust? What is a Christian Preamble in a will? We will explore some of the various and creative ways to give and try to make the technical easy to understand.
Bring your questions! We will be discussing various ways that we can provide funding to the Church both now and for the future.
Come on out Sunday May 20th and learn the various other ways that we can give to the Church.
To reserve your place, please do one of the following:
1) Call the church office at 410.535.1782.
2) Email the church office at
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Who is Jack Brooks
Jack Brooks is the Executive Director of the Mid-Atlantic United Methodist Foundation, a Financial Foundation managing investments for individuals and organizations affiliated with the United Methodist Church. Investments with the Foundation are managed in accordance with the social principals of the United Methodist Church and are outlined in the UMC’s Book of Discipline.
Prior to joining the Foundation, Jack had a 25 year career as a licensed Registered Representative and Vice President working with the investment firms of Morgan Stanley and Dean Witter. In 2002, he became a partner with Borer Denton and Associates, a wealth management firm. Jack is a Certified Retirement Counselor (CRC) and Certified Financial Planner (CFP).
Jack devotes much of his free time to non-profit community organizations. Currently he serves as the Chairman of Radnor Studio 21, a community television station in Radnor Township PA, President of the Ocean City Lifeguard Alumni Association in Ocean City NJ, Vice President of the Wayne Business Association, and Treasurer of the Philadelphia Wooden Boat Factory.
Jack holds a BS in Hotel and Restaurant Management from James Madison University in Harrisonburg, VA and attended The Pennington School founded in 1838 by the New Jersey Conference of the United Methodist Church as a Methodist Episcopal Seminary.
About the Mid-Atlantic United Methodist Foundation
The past four years has been a time of dramatic change in both the economy and the World. This has created the need for all of us to reflect on the lessons of the past, and seek new and meaningful pathways forward in stewardship and funding The United Methodist Church’s Christian Ministry and Mission.
One great success story about adaptability and growth during difficult times has been the Mid-Atlantic United Methodist Foundation. The Foundation continues to establish growth as measured by increases in both Methodist Churches it serves and growth of new assets. For example, in July 2010, the Foundation completed a merger with the Baltimore Washington Conference Foundation further expanding its support of the Methodist Church.
Jack Brooks
Executive Director Mid-Atlantic United Methodist Foundation
Tel.P800-828-9093 Ext.247 - Email:
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