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What is Planned Giving?

Planned giving refers to financial or other material donations designated to a congregation in advance as part of a donor’s overall lifetime and testamentary giving. Planned gifts have tax implications and are most often transmitted through a will, trust or annuity.

Expert Content: Making Planned Giving Work

Planned giving doesn’t need to be a complicated challenge for your congregation. By following these principles, your congregation can start securing the financial future of your ministries.

Everyone needs a will.
Some people assume planned giving only applies to the very wealthy. The...

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Get Started with a Gift Acceptance Policy


Center for Congregations Director Wendy McCormick explains how the gift acceptance policy is crucial to planned giving and fundraising.

An Abundance of Resources

Check out the related resources below, including Local Church Planned Giving Manual, Beyond Fundraising: A Complete Guide to Congregational Stewardship and Horizons Stewardship Company.

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web resource

This is a very practical resource from the United Church of Christ, designed to help congregational leaders develop and manage a congregational Planned Giving ministry. It includes key information...

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Beyond Fundraising covers all aspects of congregational stewardship and fundraising in short, practical chapters. It targets Unitarian congregations and assumes that tradition’s governance, but the...

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This fundraising company, based in Arkansas, has a staff of consultants who provide a wide range of strategic ministry and stewardship planning services, led by Dr. J. Clif Christopher, United...

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For-profit and nonprofit institutions looking to create a gift giving component for their organization will find this a valuable resource. Written by the founder of the National Planned Giving...

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web resource

This blog is updated with new content nearly every week, including short articles and the occasional free webinar on various aspects of philanthropy and giving. Special attention is given to the...

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Michael J. Rosen has been called the father of modern planned giving strategy in America. In the secular nonprofit world, he is widely sought after for training and consulting on planned giving....

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A Gift Acceptance Policy governs a congregation’s receipt of donations, especially deferred donations, designated donations, and gifts of real or personal property. Many congregations will find it...

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"Two things are true of congregations," writes Kennon Callahan in this classic book on stewardship. "Congregations never have enough money.” And “Congregations have all the money they really need...

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The Presbyterian Foundation “…cultivates, attracts, and manages financial resources of individuals and institutions to serve Christ’s mission.” As a significant part of that work, their Stewardship...

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The National Association for Temple Administration (NATA) is an active professional network of Reform Jewish Synagogue Executive Directors. The network publishes a twice-yearly journal with...

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