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446 results for Planned Giving
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Planned Giving in Your Congregation
Curator Tim Shapiro
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Strategic Planning for Congregations
Curator Tim Shapiro
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Program Planning in Faith Communities
Curator Tim Shapiro
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Technology for Virtual Congregational Life
Curator Kate White
For The CRG Created For The CRG
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 reality is that most people need a will, so a good starting point is to educate the congregation about the importance of having a will. As part of that conversation, invite people to include a final gift to the congregation in their wills. The vast majority of planned gifts arrive at the congregation in this manner.

Your faith community is uniquely positioned to talk about end-of-life issues.

Planned giving is best seen as a ministry. You can help people approach the end of life and stewardship of their assets from the perspective of their faith. Your congregation should root this conversation in your own faith tradition’s teachings about life and death, helping congregants to think about managing their assets based on what they most deeply believe and value.

Link this topic to your mission and vision.

Potential donors need to envision what your congregation could do with their gifts. Share your vision and help people to see how they could leave a legacy by supporting your congregation’s ongoing mission or a particular ministry or program. Make sure your congregation has a gift acceptance policy and a plan to receive and manage gifts through an endowment or other special fund. These tools will be helpful to your congregation and important to share with potential donors.

Congregations don’t need expertise in tax and legal issues.

The role of the congregational leader is to explain why planned giving is important in terms of faith and values and to share how the congregation can benefit from a planned gift. To determine the most beneficial planned giving vehicle, refer the individual donor to his/her attorney or tax advisor.

Rely on resources from your denomination or partner with your community foundation.

A number of denominations have resources to help congregations plan and promote wills and planned giving. Some denominations also offer a foundation to manage a congregation’s endowment fund. Consult your local community foundation as a possible partner in setting up an endowment fund and receiving planned gifts.

book
Beyond Fundraising: A Complete Guide to Congregational Stewardship
This book covers all aspects of congregational stewardship, ranging from the spirituality of giving to the need for strategic planning in fundraising efforts.
organization
Horizons Stewardship Company
This fundraising company offers a range of strategic ministry and stewardship planning services, such as annual giving campaigns, building and capital campaigns, major gifts, and grant writing.
book
Donor-Centered Planned Gift Marketing
This book revolves around the importance of focusing on the donor and will help congregations build programs of planned giving.
organization
Texas Methodist Foundation
This foundation offers a series of five conferences for United Methodist Churches and individuals that focus on investing services, financial planning, learning projects, and networking initiatives.
organization
Presbyterian Foundation
This foundation offers support for congregations around all types of stewardship, including investments, planned giving, capital campaigns, and congregations in transition.
article
Choosing a Site
This article from the Christian Church offers congregations topics to consider before selecting a piece of property to purchase.
book
Capital Campaigns: Strategies That Work
This book provides the nuts-and-bolts of creating a capital campaign, covering everything from brainstorming ideas and timelines to execution.
book
Giving and Stewardship in an Effective Church: A Guide for Every Member
This book provides clergy and congregational leaders with a four year plan for how to grow and develop stewardship.
book
Holy Conversations: Strategic Planning as a Spiritual Practice for Congregations
This book of practical tools turns strategic planning into "holy conversations" guided by three critical questions.
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