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Planned Giving Pop Quiz


Planned Giving Pop Quiz Situation: You re wrapping up your FY 14 Budget meeting with your Parish Finance Committee and someone walks in and hands you a check from ... – PowerPoint PPT presentation

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Title: Planned Giving Pop Quiz

Planned Giving Pop Quiz
  • Situation Youre wrapping up your FY 14 Budget
    meeting with your Parish Finance Committee and
    someone walks in and hands you a check from Mary
    Smith made out to the parish for 530,000
  • Would you and your Finance Committee be able to
    find a way to spend this money this coming year?
    Yes _____
  • No ______

Heres another Question?
  • If Mary Smith or Jane Doe each gave gifts
    from their estates to their Church of nearly or
    more than a half million dollars without being
    formally asked to do so? How much could you add
    to your annual Stewardship program if you
    actually started asking your loyal parishioners
    for gifts from their estates????

Why is Planned Giving Important?
  • Its part of a Disciples Response to Stewardship
    as a Way of Life
  • An educational program designed to promote
    planned giving can be a tool to help parishioners
    seeking to deepen their stewardship commitment to
    the Church.
  • USCCB Pastoral Letter on Stewardship-A Disciples

Purpose of a Planned Giving Program
  • To provide structure and protection of the donor
    intent for gifts made in gratitude and trust of
    the long-term effectiveness of your parish
  • Helping people complete their stewardship by
    making faithful decisions about the accumulation
    that God has allowed them to keep
  • Creating a Positive Climate
    for Giving

  • Don Joiner

Benefits of a Planned Giving Program
  • Making a Planned Gift to the Church can help your
  • -Continue to support the ministries of the parish
    that mean the most to them..for future
  • -Reduce or Avoid Capital Gains taxes
  • -Protect and potentially increase the size of
    their estate for their heirs
  • -Increase their existing income (e.g. CGA)

You dont have to be wealthy to do this!
  • My estate will never be large enough to be
    able to build libraries, but it may be large
    enough to buy some books for a library
  • -Minnesota

What are the Steps
  • It all begins with LEADERSHIP- A commitment to
    Success in your Stewardship Program
  • -Your pastor fully supports a Planned Giving
    program in the parish
  • -Speaks to the importance of planned
    giving as part of a stewardship commitment to
  • -Leads by his example
  • -Helps recruit lay leaders for the
  • -Speaks at Heritage Society events

What are the Steps
  • Step 1 Establish a Parish/School Endowment Fund
    with the Catholic Community Foundation
  • Step 2 Get started with a Will Survey or a
    Search Letter/Flyer to identify members who
    have already left your parish an estate gift
  • Step 3 Recruit a person to Champion your
    Planned Giving/Endowment Program who would also
    serve on your Stewardship Committee

What are the Steps
  • Step 4 Recruit a Planned Giving/Endowment
    Committee as a subcommittee of Stewardship
  • Step 5 Set goals for Parish Planned Giving
    Endowment efforts as part of your strategic plan
    (what could we accomplish with a 2.0 million
    endowment that returned 100,000 a year!)
  • Step 6 Develop a 3-5 year action plan to educate
    and engage parishioners in supporting Endowment
    Funds and joining Heritage Society

What are the Steps
  • Step 7 Establish a Heritage or Legacy Society
    to formally honor those who have named Church in
    their estate plan or left gift to Endowment
  • Step 8 Add a link to the Catholic Community
    Foundations planned giving web content on your
    parishs website http//
  • Step 9 Develop ways to track and record
    parishioners intent to leave the Church a gift
    from their state

What are the Steps
  • Step 10 Conduct an annual special event (e.g.
    Endowment Sunday) to recognize the Parish
    Heritage Society members and welcome new
    members each year

How do I get started?
  • The chapter on Planned Giving in the Stewardship
    Toolkit can help you with the Basics
  • -A sample Will Survey Letter for your Pastor to
    send out to parish
  • -A sample Search Flyer to survey parishioners
    who have made planned gifts and inviting them to
    an initial Heritage Society event
  • -Some steps for building a marketing/education
  • -A sample Letter of Intent to document future
    estate gifts from parishioners

Where can I get other good ideas?
  • Look to others who have demonstrated best
    practices in this area of Stewardship
  • -St. Odilia Shoreview
  • -Basilica of St. Marys Minneapolis
  • -St Therese Deephaven
  • -St. John the Baptist New Brighton
  • -Our Lady of Grace Edina
  • -St. Peters Richfield

Suggested Resources for Endowment and Planned
Giving in Churches
  • Creative Giving-Understanding Planned Giving and
    Endowments in Church
  • Michael Reeves, Rob Fairly, Sanford
  • (Discipleship Resources 2005)
  • Creating a Climate for Giving
  • Don Joiner
  • (Discipleship Resources 2001)