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A touch of The Nehemiah Endowment Securing the Future through TODAY, TOMORROW, FOREVER

Transcript of through The Nehemiah Endowment - Ambassador Advisors, LLC€¦ · brochure in our hands. The...

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A touch of

The Nehemiah Endowment

Securing the Futurethrough

TODAY, TOMORROW, FOREVER

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I remember my first ride home from Tuscarora like it was yesterday. I was only nine - but that trip changed my life. I met Jesus for the first time that summer. Time moves so quickly - but my faith has remained firmly anchored. Now my children have the opportunity to experience the same memories that shaped me. And hopefully someday, even my grandchildren will sit in the backseat - feeling the transforming touch of Tuscarora...

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...and now, all these years later, it’s a wonderful place to come back to, relax, and be refreshed - but also so much more. It’s who we are and a part of who our children will also become. — Anna

FROM THE EXECUTIVE DIRECTOR

TOUCHING LIVES FOR FUTURE GENERATIONSSince 1971, the Lord has enabled Tuscarora Inn and Conference Center to touch tens of thousands with the message that Jesus loves them. I am among those whose life has been touched by this extraordinary ministry, coming first as a Junior Week camper and then with my church youth group for Winter Weekend. As a teen I joined the Summer Staff program and now, only a few “short” decades later, I have the privilege of leading as Executive Director and sharing the unique Tuscarora experience with my growing family.

Through the years it has been a blessing to listen as guests have shared personal stories of their own memories built with friends and family, of hearing the call of God on their life for the first time and the birth of life-long friendships bound by faith in Jesus. As we reflect on the lives changed by the ministry of Tuscarora, we have asked the all-important question, “How can we assure that we will continue to touch lives for future generations?”

While considering our future, our staff was reminded of the tenacious faith and remarkable courage of Nehemiah, a Biblical hero who, with God’s help, labored valiantly for the security and freedom of future generations by rebuilding the Jerusalem wall. We found it inspiring to reflect upon Nehemiah’s prayerful heart and to see how God met his every need. That’s how we want to lead–-prayerfully ready to usher the legacy of Tuscarora forward so that future generations may encounter Jesus in ways that unmistakably transform lives and legacies.

With this in mind, we have created The Nehemiah Endowment Fund. Linking arms with people like you, we hope to preserve a legacy that will outlive those of us who hold this brochure in our hands. The Nehemiah Endowment Fund will provide a dependable and predictable source of income and ensure that resources are available to keep our campus in good repair, addressing immediate needs and imagining future possibilities.

It is my honor to invite you to take part in leading this legacy forward through The Nehemiah Endowment Fund. If your life has been touched and changed by this ministry, please join me as we pray and plan and dream… and secure the future of Tuscarora for generations to come.

In Faith for Our Future,

Brian Abrahamsen Executive Director

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SPECIAL TOUCHES For generations, Tuscarora Inn & Conference Center has been touching lives through our beautiful, relaxing services and facilities. Located in the beautiful foothills of the Pocono Mountains along the Delaware River, Tuscarora is the perfect place for our guests to relax, refresh, and reconnect. It’s a place where lives are changed and transformed.

Our guests love our quality amenities. They are something they count on enjoying when they visit.

• Beautiful and peaceful surroundings along the banks of the Delaware River

• Comfortable hotel-style rooms, cottages and dormitories

• State-of-the-art meeting rooms

• 700 seat theater-style auditorium

• Delicious family style meals

• Large dining facility

• Dedicated, caring staff

• Gymnasium

• Tennis Courts, Basketball Courts, Soccer Field & Softball Field

• River Activities & Pools (Seasonal)

• Book & Gift Shop

• Snack Shop

• Game Room

• Exercise Room

• Local Hiking (Appalachian Trail)

How can we secure our future and continue touching lives at Tuscarora?

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1971 Eastern District Church of the Lutheran Brethren search for permanent camp location ends with the purchase of Tuscarora Inn.

OURHISTORY

1975 Herb Jacobsen begins as Executive Director of the conference center.

Late 1970’s Cedar Chalet purchased, disassembled, moved and rebuilt. Ribe Lodge and Hillside Manor Built.

1980 Mt. Bethel Lutheran Brethren Church begins on grounds of conference center.

1975 Olav B. Olsen multi-purpose building built to serve as an auditorium and gym.

1977 First Annual Christmas Concert with guest artist Doug Oldham.

FACILITIES MAINTAINED We have been given a rich blessing at Tuscarora Inn and Conference Center. We want to steward that blessing so that it isn’t compromised by time, weather, and use. Because the buildings and grounds house our guests, we want to take care of them through this endowment by:

• Keeping our buildings, grounds, furniture, and equipment in their best form to continue our reputation as a leading inn and conference center.

• Preventing the need for future extraneous repairs due to lack of resources so we can pour more money into people and program development in the future, instead of costly repairs.

LIVES CHANGED!Your contribution to The Nehemiah Endowment Fund is an investment in our future and ensures that more lives will be touched and transformed by Christ at Tuscarora. Because of this endowment, we will continue to see more of these types of blessings:

• A teen hears of God’s love for the first time and makes the life changing decision to follow Jesus

• A daughter’s relationship with her mother is strengthened and their faith in God deepened during a weekend conference for women

• Couples disconnect from the pace and pressures of life to experience strengthening and healing at our weekend marriage retreat

• Single adults laugh, sing, play and pray while growing closer to God and each other as they ring in the new year at our annual Singles Retreat

• Leaders are equipped with the resources, skills and the spiritual fortitude needed to accomplish the work God has called them to.

• A family takes time to enjoy one another and create treasured memories in our natural, serene setting

We are trusting God for a$5 Million Dollar Endowment

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The Nehemiah Endowment

Securing the Futurethrough

“In the changing landscape of ministry Tuscarora remains grounded in the unchanging truths found in scripture and the everlasting hope of the Gospel”

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1988 First wing of Riverside Manor dedicated. Tuscarora Resource Center also dedicated as counseling center to pastors and missionaries.

1991 - 1993 Longhouse ExpansionDining Room RemodeledRiverside Manor II Completed.

QUALITY SUSTAINED Tuscarora has become synonymous with comfort. We want to maintain our reputation for being a destination that values the quality of guest services, amenities and personalized experiences for our guests. In order to deliver uncompromising hospitality, we need to pay close attention to details. This endowment will enable us to:

• Keep all amenities in our guest rooms both operating properly and updated, including furnishings, televisions, telephones, Internet access and small appliances.

• Outfit the conference center with the latest in communications and learning technology, in addition to wireless access in every part of the conference center. Both large and small groups will have the confidence to host their events with us.

• Carpet, flooring, walls, room décor and aesthetics always kept fresh and up-to-date so guests feel like they can relax and feel refreshed the moment they enter Tuscarora.

• Continue being a leader in conference food preparation and service by keeping our kitchen and dining facilities updated and properly functioning.

PROGRAMS EXPANDED Although this is a smaller percentage of The Nehemiah Endowment, our program expansion will likely receive the biggest blessings through the endowment. Through the security of funds available for Facilities Maintained and Quality Sustained, more annual and one-time donor support can go directly into providing improvements and expansion to our current programs. In addition, we will be able to earmark a portion of these funds to support our desire to reach even more people for the Lord through our programs. A portion of this endowment will allow us to:

• Provide more programs, workshops and retreats for families, children, teens, young adults, singles and couples.

• Add an additional Teen Week, so more teens can be changed by Christ.

• Host more leadership conferences so church and ministry leaders can be touched by Tuscarora.

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2003 The Senum-Thompson Center, with theater-style seating for 700 is dedicated after a successful fundraising campaign.

2014 New Staff Building replaces the Laurel Longhouse after a 10 year fundraising campaign Consider the Future.

2005 Herb Jacobsen steps down as Executive Director after 30 years of ministry. Brian Abrahamsen becomes the new director.

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TODAY, TOMORROW, FOREVER

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A touch of

Like Nehemiah, we invite you to join us as we earnestly and prayerfully seek God to meet the future needs of Tuscarora. Your participation is of lasting importance to sustain the remarkable work God started decades ago. Together, we will trust that He who began a good work in our midst will be faithful to complete it.

Will you join us in securing our future?

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I had just become a Christian and my new friends surprised me with a paid trip to the Young Adults Weekend at Tuscarora. That was over 17 years ago! It changed my life. I remember not wanting to leave because I felt such peace there. Little did I know, that would be the first of many memories I would have of wonderful times spent at Tuscarora. I love, love, love this place.

-Christina, Nashville, TN

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“Tuscarora Inn is one of the great retreat resources in the Northeast United States. It has had a profound impact on the church community of Greater New York for nearly 40 years. The excellence and depth of spirituality of the Tuscarora leadership is profoundly important to God’s work in our region. We were able to grow an annual gathering of 40 pastors to over 300 pastors because of Tuscarora’s excellence.”

Dr Mac PierCEO and FounderThe NYC Leadership Center

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With your help, The Nehemiah Endowment Fund will build a strong future for Tuscarora Inn and Conference Center, so many lives can experience A Touch of Tuscarora.

Contact Herb Jacobsen, Endowment Committee Chair, today at 570-897-6000 ext. 170 or [email protected] for more information.

The Nehemiah Endowment Fund is a vital resource committed to Tuscarora’s future. It will provide the flow of capital necessary to maintain our current standard of excellence and enhance the future experiences of every guest.

Your gifts to the Nehemiah Endowment Fund are deductible for Federal Income Tax purposes. Bequests, legacies and all gifts of value

are generally exempt from federal estate and gift taxes. If you wish to speak with someone regarding planned giving or taxes, please

contact us!

We are now accepting:

• Gifts of Cash

• Gifts of Stocks and Bonds

• Gifts of Real Estate

• Gifts of Life Insurance

• Bequests

YOUR TOUCH

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For the past 20 years, four generations of my family have gathered each July for Leisure Week. We have been encouraged and sense the presence of God amidst the bible teaching, entertainment and beautiful setting. Now in my eighties, spending focused time with my family has been Tuscarora’s greatest gift to me. May we all be found faithful to invest in this ongoing ministry for the benefit of generations to come.” — Elaine, Lancaster, PA

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Want to see the potential for how your gift could help secure the future of Tuscarora Inn and Conference Center? Many factors need to be taken into account, but this chart serves to show how The Nehemiah Endowment could grow over 40 years. Throughout the years, Tuscarora will be able to withdraw necessary funds to begin addressing the endowment initiatives to maintain facilities, sustain quality, expand programs and change lives.

ENDOWMENT POTENTIAL

Year EndowmentHypothetical

Rate of ReturnTotal Earnings

Total Endowment Before Assets Withdrawn

Annual 4% Withdrawal of CashRemaining

Assets

1 $5,000,000 8% $400,000.00 $5,400,000 -$200,000 $5,200,000

2 $5,400,000 8% $432,000.01 $5,832,000 -$208,000 $5,408,000

3 $5,832,000 8% $466,560.01 $6,298,560 -$216,320 $5,624,320

4 $6,298,560 8% $503,884.82 $6,802,445 -$224,973 $5,849,293

5 $6,802,445 8% $544,195.61 $7,346,641 -$233,972 $6,083,265

6 $7,346,641 8% $587,731.27 $7,934,372 -$243,331 $6,326,596

7 $7,934,372 8% $634,749.78 $8,569,122 -$253,064 $6,579,660

8 $8,569,122 8% $685,529.76 $9,254,652 -$263,186 $6,842,846

9 $9,254,652 8% $740,372.15 $9,995,024 -$273,714 $7,116,560

10 $9,995,024 8% $799,601.93 $10,794,626 -$284,662 $7,401,223

11 $10,794,626 8% $863,570.09 $11,658,196 -$296,049 $7,697,272

12 $11,658,196 8% $932,655.71 $12,590,852 -$307,891 $8,005,163

13 $12,590,852 8% $1,007,268.17 $13,598,120 -$320,206 $8,325,369

14 $13,598,120 8% $1,087,849.63 $14,685,970 -$333,015 $8,658,384

15 $14,685,970 8% $1,174,877.60 $15,860,848 -$346,335 $9,004,720

16 $15,860,848 8% $1,268,867.82 $17,129,716 -$360,189 $9,364,909

17 $17,129,716 8% $1,370,377.25 $18,500,093 -$374,596 $9,739,505

18 $18,500,093 8% $1,480,007.44 $19,980,100 -$389,580 $10,129,086

19 $19,980,100 8% $1,598,408.04 $21,578,509 -$405,163 $10,534,249

20 $21,578,509 8% $1,726,280.69 $23,304,789 -$421,370 $10,955,619

40 Years of The Nehemiah Endowment Fund

Please turn for years 21-40

Your gift to The Nehemiah Endowment Fund will provide fi nancial resources for Tuscarora Inn & Conference Center for years to come. You may believe that the only effective way to give to Tuscarora is by giving cash. These gifts are extremely important but are not the only way to provide far-reaching sustainability to this ministry.

There are several other ways you can actually give more today and, depending on the method used, create an income

benefi t for yourself and your heirs. Because the federal government has provided incentives for charitable giving such as income tax deductions, capital gains reductions and estate tax minimization, giving can be maximized through proper planning. This planning is referred to as Planned Giving, and there are many effective techniques that can be used. Here are several:

WAYS TO GIVE

TYPE OF GIFT MAY BE FUNDED WITHAMOUNT NEEDED TO ESTABLISH

BENEFITS TO THE GIVER

Gifts of Cash Cash No maximum or minimum 100% tax deductible

Charitable Gift Annuity Cash, appreciated securities

$5,000 Fixed annuity payments for life-time. Initial tax deduction on value of charitable remainder interest. No intital capital gains tax.

Gift of Life Insurance Policy Either new policy, paid-up policy, or through benefi ciary designation

No maximum or minimum Vary depending upon the structure of the transaction. Tax deduction may be available.

Gifts of Stocks and CDs Appreciated securities, closely held securities, real estate, personal property

No maximum or minimum Usually fully deductible for 100% of the fair-market value, subject to certain limitations

Bequest in Will Specifi c dollar amount, percentage of estate, contingent benefi ciary

No maximum or minimum Reduces estate and inheritance taxes. No maximum or minimum.

THE NEXT STEPSContact your tax advisor about the benefi ts that are applicable to you.

We are offering a complimentary consultation with our Nehemiah Endowment Fund Partner:Ambassador AdvisorsBernie Bostwick, CAP‰, ChFC‰

[email protected]

3300 River Road, Mount Bethel, PA 18343570-897-6000 | www.tuscarora.org

What is the purpose of the Nehemiah Endowment Fund and why was it formed? Since 1971 Tuscarora Inn & Conference Center has existed to see lives changed for eternity through a personal relationship with Jesus. Building a permanent endowment fund is the best way to protect the investment we have made – and continue to make – in seeing lives changed with the gospel message. The purpose of the Nehemiah Endowment Fund is to provide adequate fi nancial support for capital and quality improvements, as well as program expansion currently not funded through general operating revenue. This fund will secure a stable, perpetual source of unrestricted income and be used annually for improvements, updates and programs.

What is an Endowment Fund?Endowments are funds set aside for the long-term benefi t of a nonprofi t organization. Generally the income generated by an endowment will be used to support the work of the organization while the principal will be invested in perpetuity. A fi nancial endowment is a transfer of money or property donated to an organization, with the stipulation that it be invested, and the principal remain intact. Allocations are made from the gains on invested dollars. This allows for the donation to have a much greater impact over a long period of time than if it were spent all at once.

How much money will be raised for the Nehemiah Endowment Fund?The goal is to establish the endowment at $5,000,000 and beyond.

How is the Nehemiah Endowment Fund managed? Tuscarora Inn & Conference Center has partnered with Ambassador Advisors, a fi nancial and investment fi rm that specializes in the management of endowment assets. Ambassador Advisors will customize a diversifi ed portfolio for The Nehemiah Endowment, based upon the input of the Tuscarora endowment committee and board of directors. Systematic reviews will provide Tuscarora with the ability to make informed and timely decisions regarding the Nehemiah Endowment Fund.

Why should I give to the Nehemiah Endowment Fund?Our desire to sustain our campus as one of the premier Christian conference centers in the Northeast affi rms the need to maintain the quality facility that has been built over these fi rst 40 years. Many of our buildings are aging and in need of both facility and quality updates to ensure we continue to provide a special place of retreat to share the gospel for generations to come. Your partnership will help us reach our goal so that the ministry of Tuscarora will reach our children, our grandchildren and all who come here.

What types of gifts or assets can be given to the Nehemiah Endowment Fund?Tuscarora will accept gifts of cash, appreciated securities, life insurance, real estate, and gifts of retirement assets. The enclosed “Ways To Give” insert provides additional information about the types of assets to give to the fund, and the benefi ts of giving.

How can I fi nd out more about the endowment?Feel free to contact Herb Jacobsen at 570-897-6000, Endowment Committee Chair; any of the Endowment Committee members; or Brian Abrahamsen, Executive Director. Please also visit www.tuscarora.org/nehemiah to see the campaign video, and read more about the ministry of Tuscarora Inn ! Conference Center and/or to donate online.

FREQUENTLY ASKED QUESTIONS

3300 River RoadMount Bethel, PA 18343570-897-6000www.tuscarora.org

THE NEHEMIAH LEGACY CIRCLE

The Nehemiah Legacy Circle recognizes those who have demonstrated their lasting commitment to the future sustainability of Tuscarora Inn & Conference Center. You become a member of The Nehemiah Legacy Circle by making a gift of $10,000 or more to the Nehemiah Endowment Fund today or by putting Tuscarora Inn & Conference Center in your will or other estate plans at a level of $10,000 or more.

THE NEHEMIAH LEGACY CIRCLE LEVELSThere are fi ve levels of recognition in the Nehemiah Legacy Circle:

Silver $10,000 to $99,999 Gold $100,000 to $249,999 Emerald $250,000 to $499,999 Platinum $500,000 to $999,999 Diamond Commitments of $1 million

or more

BENEFITSAs a member of The Nehemiah Legacy Circle, you will receive:

• Permanent recognition at Tuscarora Inn & Conference Center• Acknowledgement on our website• A complimentary Friday evening stay for Christmas weekend • Ongoing communication on our progress toward achieving

The Nehemiah Endowment Fund goals• Invitations to special celebrations and events • Commemorative gift

We thank the Nehemiah Legacy Circle members for their dedication to preserving what God began at Tuscarora Inn & Conference Center and for their foresight in providing for our future.

3300 River RoadMount Bethel, PA 18343570-897-6000www.tuscarora.org

EVERY GIFT MATTERS

Donors Gift Amount If Cash, 5-Year Pledge Option Amount in Category Cumulative Total

3 500,000+ 100,000 1,500,000 1,500,000

4 250,000 50,000 1,000,000 2,500,000

4 100,000 20,000 400,000 3,400,000

6 75,000 15,000 450,000 3,850,000

10 50,000 10,000 500,000 4,350,000

15 25,000 5,000 375,000 4,725,000

30 10,000 2,000 300,000 5,025,000

Gifts of Every Size Make an Impact

3300 River RoadMount Bethel, PA 18343570-897-6000www.tuscarora.org

LEADERSHIP

Tuscarora Inn & Conference Center is owned by the Lutheran Brethren Conference Center, Inc. (LBCC). The LBCC was founded in 1971 with the purpose of establishing a retreat center for the eastern district of Lutheran Brethren Churches. With a rich tradition of service and excellence, the ministry of Tuscarora Inn & Conference Center has expanded to become one of the premier Christian conference centers in the Northeast. The conference and summer camp ministry now serves thousands of individuals and families each year.

Herb Jacobsen, President Martin Stiansen, Vice PresidentWai Nam Tam, SecretaryJohn Ahrens, TreasurerBrian Abrahamsen, Executive DirectorRev. Dan Christenson Rev. Paul Larson Dan Forland

Rev. Warren Geraghty Sharon Hansen Brian Jensen Russel Lay Steven Listor Arnold Oftedal Board Members Emeritus: George Akselsen and Roy Danielsen

Herb Jacobsen, ChairBrian AbrahamsenCarol AndersenAllen BentsonBrian JensenRussel LayDoug OinesArnold OftedalAdvisor: Bernie Bostwick, CAP®, ChFC®, Ambassador Advisors

TUSCARORA INN & CONFERENCE CENTER LEADERSHIP

LUTHERAN BRETHREN CONFERENCE CENTER 2015 BOARD OF DIRECTORS

THE NEHEMIAH ENDOWMENT COMMITTEETHE NEHEMIAH ENDOWMENT COMMITTEE

3300 River Road, Mount Bethel, PA 18343

570-897-6000www.tuscarora.org

The Nehemiah Endowment

Securing the Futurethrough

YOUR TOUCH

A touch of

TODAY, TOMORROW, FOREVER

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The Nehemiah Endowment

Securing the Futurethrough

3300 River Road Mount Bethel, PA 18343 570-897-6000 | www.tuscarora.org

Mission Statement To serve the Christian community by providing programs and facilities for worship, teaching, counseling and physical refreshment focusing on the Bible as our standard for living.