Turn legacy planning into a ministry moment—not a sales moment.
These workshops help your church give members practical clarity around legacy planning and final expense preparation—in plain language, without fear tactics, and with pastoral sensitivity.
Call: 704-270-9996 | Email: legacy@innershift360.com
South Elm Capital is a subsidiary of InnerShift 360 (innershift360.com).
Education-first workshop
We teach clearly and calmly—helping members understand “what matters” and “what’s next” without pressure.
Practical next steps
Members leave with a simple framework for beneficiaries, conversations, and preparedness—so confusion doesn’t become conflict.
Optional private follow-up
Only those who request help receive a private conversation—so the church remains a safe space, not a sales floor.
Workshop A: “Legacy Clarity”
Most PopularA congregation-friendly introduction to legacy planning and final expense preparation, designed for clarity and calm (no fear tactics, no jargon).
- Legacy planning basics (what it is / what it isn’t)
- Beneficiaries & family conversations
- Final expense preparation 101
- Q&A with a dignity-centered tone
Workshop B: “Stewardship & Legacy Giving”
For Ministry ImpactA workshop for churches that want to introduce planned giving with integrity—while serving members with clarity.
- Legacy giving overview (simple, non-technical)
- How to talk about planned gifts with care
- Member readiness: clarity before commitment
- Q&A + optional next-step resources
Workshop C: “Leadership Briefing”
Board / StaffA leadership session for pastors, staff, trustees, or finance teams to align on messaging, boundaries, and a clean rollout plan.
- How to present this without sounding “salesy”
- Recommended language + FAQ handling
- Referral pathways & privacy safeguards
- Rollout plan: announcements, follow-up, next steps
Note: Workshop length and delivery (virtual/in-person) are customized based on your church and schedule. A 45–60 minute format with Q&A is the most common.
Core topics we cover
- What legacy planning actually means (and why it matters)
- Beneficiaries, clarity, and avoiding family confusion
- Final expense preparedness (plain language, real-world)
- Legacy giving basics (when relevant to the church)
- Practical next steps without pressure
Our tone & boundaries
These workshops are not a sales pitch. They are a service to your members—education-first, calm, and dignified. Individuals can request private support only if they choose.
Will members feel like they’re being sold to?
No. The workshop is education-first. We avoid fear tactics and pressure. Members only receive private follow-up support if they request it.
How long is the workshop?
Most churches choose 45–60 minutes with Q&A. We can adjust based on your schedule and audience.
Virtual or in-person?
Both are available. Virtual is great for midweek sessions; in-person often works well after service or for leadership briefings.
What do you need from the church to schedule?
A point of contact, preferred dates/times, audience (leadership or congregation), and whether the session is virtual or in-person.
Call
704-270-9996
Leave a message if needed — we’ll respond as soon as possible.
legacy@innershift360.com
Tell us your church name, city, and preferred workshop option.
Schedule
Choose a time that works.
30-Min Call
Disclaimer: South Elm Capital provides education and guidance to support planning conversations. We do not provide legal or tax advice. Coverage, eligibility, and benefits vary by product and carrier.