Parish Bequests Input Form

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- Planned Giving

Parish Bequests Input Form

As we continue to build out our planned giving program across the diocese it is important that we be able to track and report on planned gifts received, such as gifts received from wills, so that all of us can plan better for the future. This form will be used to collect the information needed until an automated solution is developed.

Please contact Dan Wierzbowski, Associate Director of Planned Giving, at 512-949-2496 or [email protected] if you have any questions. Thank you in advance for your assistance with this important request.
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- Parish Information
  
  First Name REQUIRED Please fill out this field. Please enter valid data.
  
  Last Name REQUIRED Please fill out this field. Please enter valid data.
  
  Parish, City: REQUIRED Please fill out this field.
  
  Email REQUIRED Please fill out this field. Please enter an email address.
  
  Phone Number REQUIRED Maximum 20 characters Please fill out this field. Please enter a phone number.
- Donor and Bequest from Wills Information
  
  Were the amounts reported from a gift in a will from a single donor? Please specify the number of donors. REQUIRED
  Input the total number of donors that the parish received gifts from wills during the period requested.
  Please fill out this field. Please enter an integer (number).
  
  Was there an area of support that the donor(s) wanted to help with their gift, or was the gift unrestricted? REQUIRED
  Input the area of support that the donor intended for their gift(s) - e.g. Unrestricted, Religious Education, Youth Ministry, Parish Maintenance Fund, etc.
  Please fill out this field.
  
  If you are able to share the name(s) of the donor(s) and the amount of their gift it would be helpful to us.
  Please provide us with the names of the donor(s) that the parish received bequests from wills during the period requested. The total dollar amount should agree to the dollar amount of bequests recorded by the parish in its general ledger for the period requested.
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