Local Church Planned Giving Manual

Financial Development Ministry of the Office of General Ministries of the United Church of Christ. Accessed February 11, 2020.

This practical resource from the United Church of Christ is designed to help congregational leaders develop and manage a congregational Planned Giving ministry.


table, guidelines for forming a committee, 3-year timetable of activities and tasks

Best For

clergy and lay leaders of any tradition



Suggested Uses

  • Explore section two of this resource with clergy and lay leaders before considering to create a Planned Giving ministry.
  • Summarize commonly used planned giving instruments by reviewing the two-page table with key information and advantages of each entry.

About the Contributor
Wendy McCormick

Wendy McCormick is the Center for Congregations’ southwest Indiana director. She has an interest in congregational fundraising and stewardship, including planned giving.

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