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Planned Giving Toolbox for Parishes, Schools and Campus MinistriesWelcome to THEThe below resources are to assist you with building, developing, and promoting a Planned Giving program at your Parish, Catholic school, or Campus Ministry. Contact Dan Wierzbowski if you would like to talk about collaborating on promoting planned giving to benefit the long-term sustainability of your Parish, Catholic school, or Campus Ministry!
Short on Time and Resources? Scroll to the bottom of the page.
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Build Your TeamStep 1
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2. Educate Your Team
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Develop Your PlanStep 2
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1. Set Goals
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3. Identify Prospects
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Execute Your PlanStep 3
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2. Form Letters & Donor Educational Material
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3. Marketing
- Bulletin/Newsletter/Social Media Announcements for all gifts
- Bulletin/Newsletter/Social Media Announcements for IRA & Stock Gifts only
- Giving Guide
- Planned Giving Website Content
- Sample Bequest Language
- Ways to Support Our Planned Giving Program
- Gift Comparison Chart
- IRA Gifts Trifold Brochure
- FreeWill Bequests one-pager
- FreeWill Bequests Buckslip
- Endowment Gifts Trifold Brochure Template
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Short on Time and Resources?Get started with these simple steps!
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- Add a planned giving page to your website.
- Include regular planned giving messages in your bulletin, newsletter, and on social media.
- Send an annual mailing to your best planned giving prospects.
- Thank donors promptly for planned gifts made to your organization using this sample thank you letter.
Contact Dan Wierzbowski at 512-949-2496 or [email protected] for assistance with these or any other steps to help promote Planned Giving at your Parish, Catholic school, or Campus Ministry!
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