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

Large beyond fundraising
Book

This book covers all aspects of congregational stewardship, ranging from the spirituality of giving to the need for strategic planning in fundraising efforts.

Large horizons
Organization

This fundraising company provides consultations on a wide range of strategic ministry and stewardship planning services, such as annual giving campaigns, building and capital campaigns, major...

Large donor centered planned gift
Book

This book revolves around the importance of focusing on the donor and will help congregations build programs of planned giving.

Large strategic plan using resources
Article

This two-page guide examines what to consider when beginning the strategic planning process, outlining the virtues of self-led and consultant-led processes.

Large holy conversations
Book

This book of practical tools turns strategic planning into “holy conversations” guided by three critical questions.

Large strategic planning special report ad
Article

This practical article shares the insights of six congregations who hired strategic planning consultants.

Large michael rosen
Web resource

Written by an expert on planned giving, this blog includes articles and webinars on various aspects of philanthropy and giving.

Large church assessment tools
Web resource

This congregational assessment from Holy Cow Consulting provides benchmark data to inform decisions about identity, clergy search, strategic...

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Organization

This foundation offers support for congregations around all types of stewardship, including investments, planned giving, capital campaigns, and congregations in transition.

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