through The Nehemiah Endowment
Transcription
through The Nehemiah Endowment
Securing the Future through The Nehemiah Endowment A touch of TODAY, TOMORROW, FOREVER 2 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... 3 FROM THE EXECUTIVE DIRECTOR TOUCHING LIVES FOR FUTURE GENERATIONS Since 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 4 ...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 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? 5 Securing the Future through The Nehemiah Endowment We are trusting God for a $5 Million Dollar Endowment LIVES CHANGED! FACILITIES MAINTAINED 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: 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: • A teen hears of God’s love for the first time and makes the life changing decision to follow Jesus • Keeping our buildings, grounds, furniture, and equipment in their best form to continue our reputation as a leading inn and conference center. • 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 OUR HISTORY 6 1971 Eastern District Church of the Lutheran Brethren search for permanent camp location ends with the purchase of Tuscarora Inn. 1975 Herb Jacobsen begins as Executive Director of the conference center. 1975 Olav B. Olsen multipurpose building built to serve as an auditorium and gym. • 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. “In the changing landscape of ministry Tuscarora remains grounded in the unchanging truths found in scripture and the everlasting hope of the Gospel” Late 1970’s Cedar Chalet purchased, disassembled, moved and rebuilt. Ribe Lodge and Hillside Manor Built. 1977 First Annual Christmas Concert with guest artist Doug Oldham. 1980 Mt. Bethel Lutheran Brethren Church begins on grounds of conference center. QUALITY SUSTAINED PROGRAMS EXPANDED 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: 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: • 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 upto-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. 1988 First wing of Riverside Manor dedicated. Tuscarora Resource Center also dedicated as counseling center to pastors and missionaries. 1991 - 1993 Longhouse Expansion Dining Room Remodeled Riverside Manor II Completed. 2003 The Senum-Thompson Center, with theaterstyle seating for 700 is dedicated after a successful fundraising campaign. • 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. 2005 Herb Jacobsen steps down as Executive Director after 30 years of ministry. Brian Abrahamsen becomes the new director. 2014 New Staff Building replaces the Laurel Longhouse after a 10 year fundraising campaign Consider the Future. 7 A touch of TODAY, TOMORROW, FOREVER 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? 8 “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 Pier CEO and Founder The NYC Leadership Center 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 9 YOUR TOUCH 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. We are now accepting: • Gifts of Cash • Gifts of Stocks and Bonds • Gifts of Real Estate • Gifts of Life Insurance • Bequests Contact Herb Jacobsen, Endowment Committee Chair, today at 570-897-6000 ext. 170 or endowment@tuscarora.org 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! 10 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 ENDOWMENT POTENTIAL WAYS TO GIVE 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 FREQUENTLY ASKED QUESTIONS Your gift to The Nehemiah Endowment Fund will provide benefit for yourself and your heirs. Because the federal over 40 years. Throughout the years,Center Tuscarora be ablehas to withdraw necessary funds to giving beginsuch addressing figrow nancial resources for Tuscarora Inn & Conference for will government provided incentives for charitable years to come. You may believe to thatmaintain the only effective waysustain to asquality, income tax deductions, capitaland gains reductions and estate the endowment initiatives facilities, programs change lives. What the purpose Nehemiah Endowment Fund Whyexpand shouldgiving I give to the Endowment Fund? give toisTuscarora is of bythe giving cash. These gifts are extremely tax minimization, can beNehemiah maximized through proper and why was it formed? Our desire to sustain our campus as one of the premier Christian centers in the important but are not the only way to provide planning. This planning is referred to as Planned Giving,conference and Northeast affirms the need to maintain the quality facility that has been built over these first Since 1971 Tuscarora Inn & Conference Center has existed to see lives changed for eternity far-reaching sustainability thisBuilding ministry. there are effective techniques that 40 many years. Many of our buildings are aging andcan in need of both facility and quality updates to through a personal relationship withto Jesus. a permanent endowment fund is the ensure we continue to provide a special place of retreat to share the gospel for generations 40 Years of The Nehemiah Endowment Fund be used. Here are several: best way to protect the investment we have made – and continue to make – in seeing lives There are several other ways you can actually give more THE NEHEMIAH LEGACY CIRCLE EVERY GIFT MATTERS to come. Your partnership will help us reach our goal so that the ministry of Tuscarora will The Nehemiah Legacy recognizes those who have changed with the gospel message.Circle The purpose of the Nehemiah Endowment Funddemonstrated is to reach ourBefore children, our grandchildren and all who come here. today and, depending on the method used, create an income Hypothetical Total Endowment Remaining provide adequate fi nancial support for capital and quality improvements, as well as program Year Endowment Total Earnings Annual 4% Withdrawal of Cash their lasting commitment to the future sustainability of Tuscarora Inn expansion currently not funded through general operating revenue. This fund will secure Rate of Return Assets Withdrawn Assets Gifts of Every Size Make an Impact a&stable, perpetual source of unrestricted income and be used annually for improvements, Conference Center. You become a member of The Nehemiah Legacy What types of gifts or assets can be given to the Nehemiah AMOUNT NEEDED TO 1 and programs. $5,000,000 8% $400,000.00 $5,400,000 -$200,000 $5,200,000 updates TYPE OF GIFT Gift Amount MAY BEIf FUNDED WITH BENEFITS TO THE GIVER Donors Cash, 5-Year Pledge Option Amount in Category Cumulative Total Endowment Fund? Circle by making a gift of $10,000 or more to the Nehemiah Endowment ESTABLISH 2 $5,400,000 8% $432,000.01 $5,832,000 -$208,000 $5,408,000 Tuscarora will1,500,000 accept gifts of cash, appreciated securities, life insurance, real estate, and gifts 3 100,000 1,500,000 TUSCARORA INN & CONFERENCE CENTER LEADERSHIP Fund today or 500,000+ by putting Tuscarora Inn & Conference Center in your Gifts 3of Cash Cash No maximum or minimum 100% tax deductible What is an Endowment Fund? $5,832,000 8% $466,560.01 $6,298,560 -$216,320 $5,624,320 of retirement assets. The enclosed “Ways To Give” insert provides additional information 4other 250,000 50,000 1,000,000 about the types 2,500,000 of assets to give to the fund, and the benefits of giving. Endowments are funds set aside for the long-term benefi t of a nonprofi t organization. will or estate plans at a level of $10,000 or more. 4 the income $6,298,560 8% is be $503,884.82 $6,802,445 -$224,973 $5,849,293 Tuscarora Inn & Conference Center owned thethe Lutheran Generally generated byCash, an endowment used to by support work of theBrethren Conference Charitable Annuity appreciated $5,000 Fixed3,400,000 annuity payments for life4 Gift 100,000 20,000will 400,000 organization while the principal will be invested in perpetuity. A fi nancial endowment is 5 Inc. (LBCC). $6,802,445 $7,346,641 -$233,972 $6,083,265 time. taxmore deduction onthe value Center, Thesecurities LBCCan8% was founded in$544,195.61 1971 with450,000 the purpose Howofcan I 3,850,000 fiInitial nd out about endowment? 75,000 a transfer6of money or property donated to 15,000 organization, with the stipulation that it be of charitable remainder interest. 6 and the principal $7,346,641 8% $587,731.27 $7,934,372 $6,326,596 Feel free to contact Herb Jacobsen at-$243,331 570-897-6000, Endowment Committee Chair; any invested, remain intact. Allocations are made from the gains invested Brethren establishing a50,000 retreat center for the eastern district of on Lutheran Churches. 10 10,000 500,000 4,350,000 No intital capital gains tax. Committee members; or Brian Abrahamsen, Executive Director. dollars.7This allows for$7,934,372 the donation to have a8% much greater impact $634,749.78 over a long period of time of the Endowment $8,569,122 -$253,064 $6,579,660Please With a rich tradition of service and excellence, the ministry of Tuscarora Inn also visit www.tuscarora.org/nehemiah to see the campaign video, and read more about the 15 25,000 5,000 375,000 4,725,000 than if it were spent all at once. THE NEHEMIAHPolicy LEGACY LEVELS BENEFITS Gift of Either CIRCLE new paid-up $685,529.76 No maximum or minimum Vary depending the structure ministry of Tuscarora Inn !upon Conference Center and/or to donate online. $6,842,846 8 Life Insurance $8,569,122 8%policy, $9,254,652 -$263,186 & Conference Center has expanded to become one of the premier Christian There are of recognition in the Nehemiah Legacy Circle:300,000 As aofmember of The Tax Nehemiah Legacy Circle, you will receive: 30 five levels 10,000 2,000 policy, or through the5,025,000 transaction. deduction How much money will be for the Nehemiah Endowment Fund? 9 $9,254,652 8%designation $740,372.15 $9,995,024 -$273,714 $7,116,560 conference centers in raised the Northeast. The conference and summer camp ministry may be available. benefi ciary • Permanent recognition at Tuscarora Inn & Conference Center The goal is to establish the endowment at $5,000,000 and beyond. Silver $10,000 to $99,999 $9,995,024of individuals 8% $799,601.93 $10,794,626 -$284,662 $7,401,223 now10serves thousands and families each year. LEADERSHIP Securing the Future onfor our website No maximum or minimum • Acknowledgement Usually fully deductible 100% Gifts11of Gold Stocks and CDs Appreciated $100,000 to $249,999 $10,794,626 8% securities, $863,570.09 $11,658,196 -$296,049 $7,697,272 How is the Nehemiah Endowment managed? closely Fund held securities, real of the fair-market value, subject to stay for Christmas weekend • A complimentary Friday evening Emerald $250,000 to $499,999 12 Inn & Conference $11,658,196 8% withproperty $932,655.71 $12,590,852 -$307,891 $8,005,163 Tuscarora Centerestate, hasCONFERENCE partnered Ambassador Advisors,2015 a LUTHERAN BRETHREN CENTER THE NEHEMIAH ENDOWMENT COMMITTEE personal certain limitations • Ongoing communication on our progress toward achieving financial and investment fi rm that specializes in the management of endowment 13 Platinum $12,590,852 8% $1,007,268.17 $13,598,120 -$320,206 $8,325,369 $500,000 to $999,999 BOARD OF DIRECTORS assets. Ambassador a diversifi ed portfolio forNo Themaximum Nehemiahor minimum The Bequest in Will Advisors will customize Specific dollar amount, Reduces estate and inheritance Fund goals Nehemiah Endowment $13,598,120 8%Rev. $1,087,849.63 $14,685,970 -$333,015 $8,658,384 Endowment, based President upon the input of the Tuscarora endowment committee Diamond Commitments of $1Geraghty million and Herb14Jacobsen, Warren Herb Jacobsen, Chairor minimum. percentage of estate, taxes. No maximum board of directors. Systematic reviews will provide Tuscarora with the ability to • Invitations to special celebrations and events or more Martin Vice President Sharon Hansen Brian Abrahamsen 15 Stiansen, $14,685,970 8% $1,174,877.60 $15,860,848 -$346,335 $9,004,720 benefi ciary make informed and timely decisionscontingent regarding the Nehemiah Endowment Fund. through The Nehemiah Endowment Wai Nam 16 Tam, Secretary $15,860,848 8%Brian Jensen $1,268,867.82 John Ahrens, Treasurer Russel Lay 17 $17,129,716 8% $1,370,377.25 Brian Abrahamsen, Executive Director Steven Listor 18 Christenson $18,500,093 8%Arnold We the Nehemiah Legacy Circle members for$1,480,007.44 their dedication to Rev.thank Dan Oftedal 19 Larson 8%Board $1,598,408.04 preserving what $19,980,100 God began at Tuscarora InnMembers & Conference Center Rev. Paul Emeritus: 3300 River Road and Roy Danielsen George Akselsen Dan for Forland and their foresight in providing for our future. 20 $21,578,509 8% $1,726,280.69 • Commemorative Carol Andersen gift -$360,189 $17,129,716 $9,364,909 Allen Bentson $18,500,093 -$374,596 $9,739,505 Brian Jensen We are offering a complimentary consultation $19,980,100 -$389,580 $10,129,086 Russel Lay with our Nehemiah Endowment Fund 3300 River Road Partner: $21,578,509 -$405,163 $10,534,249 Doug Oines 3300 River Road, Bethel, PA 18343 Ambassador Advisors Mount Arnold Oftedal Mount Bethel, PA 18343 $23,304,789 -$421,370 $10,955,619 3300 River Road 570-897-6000 ‰ ‰ your tax advisor about the Mount Bethel, PAContact 18343 Bernie Bostwick, , ChFC 570-897-6000 ACAP touch of Advisor: Bernie Bostwick, CAP®, Mount Bethel, PA 18343 www.tuscarora.org 3300 River Road, Mount Bethel, PA 18343 570-897-6000 benefits that are applicable bbostwick@ambassadoradvisors.com to you. Please turn for years www.tuscarora.org 570-897-6000 21-40 ChFC®, Ambassador Advisors 570-897-6000 | www.tuscarora.org www.tuscarora.org 800-395-7660 THE NEXT STEPS www.tuscarora.org TODAY, TOMORROW, FOREVER Securing the Future through The Nehemiah Endowment 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. 3300 River Road Mount Bethel, PA 18343 570-897-6000 | www.tuscarora.org