45 results for “planned giving”
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.

Get Started with a Gift Acceptance Policy
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Center for Congregations Director Wendy McCormick explains how the gift acceptance policy is crucial to planned giving and fundraising.

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Blog Post

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...

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Blog Post

In recent years, many congregations have asked about the use of Appreciative Inquiry (AI).

Appreciative Inquiry
Appreciative Inquiry is the process of identifying, considering...

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Blog Post

Center for Congregations President Tim Shapiro spoke with Hayim Herring, consultant, nonprofit organizational futurist and author of <a...

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Large local church planned giving manual
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...

Large beyond fundraising
Book

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...

Large horizons
Organization

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...

Large holy conversations
Book

Much of the literature on congregational planning presents it as a technical process: the leader serves as the chief problem solver, and the goal is finding the solution to the problem. Alban...

Large strategic plan using resources
Article

Every congregation should periodically engage in strategic planning, according to experts and seasoned congregational leaders. This two-page guide highlights a number of things to think about as...

Large strategic planning special report ad
Article

Your congregation is growing. Or it is in decline. Or you’re facing a major staff turnover. These are just a few of the motivations that can prompt a strategic planning process. This article from...

Large the learning congregation
Article

Faith communities that effectively meet new challenges and opportunities have some behaviors in common. In this essay, a veteran pastor and president of the Indianapolis Center for Congregations...

Large planned giving simplified
Book

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...

Large michael rosen
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...

Large donor centered planned gift
Book

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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