Planned Giving
Document Actions
PLANNED GIVING
…but lay up for yourselves treasures in heaven…
Matthew 6:20 (RSV)
Planned Giving resources have been developed to assist your parishioners in their financial and estate planning while encouraging them to remember the Church in their plans. These resources outline both the temporal and eternal importance of including the Church in one’s financial and estate planning.
The PLANNED GIVING FOLDER outlines the various methods of planned giving, from simple to complex.
The IMPLEMENTATION GUIDE provides a plan for implementing a planned giving program in your parish.
A PLANNED GIVING BROCHURE has been prepared for your literature table and for targeted mailing.
A LIVING WILL is available that has been tailored to the needs of Orthodox Christians to assist the faithful in providing necessary information regarding one’s wishes end-of-life plans.
Other documents enclosed contain a sample codicil, gift form, and sample language for wills, and trusts.
The success of your efforts will be directly related to the level of personal contact made with individual parishioners to share this information and to encourage planned giving. A mail-only campaign will have only limited results, while personal contact and small group presentations have proven to be highly effective.
We encourage you to begin by including the phrase “Remember the Church in Your Will and Estate Planning” in all bulletins, newsletters, on bulletin boards and electronic communications. Your stewardship commitment card should also have a place to indicate an interest in planned giving to the church. Through repetition, it can become a common expectation among parishioners that a gift to the Church should be a part of every person’s estate plan.
Please contact the Department of Stewardship, Outreach & Evangelism if you have any questions or if you need additional materials.
