Planned Giving

Planned gifts provide a wonderful way for parishioners to express their generosity, make a difference by furthering our mission, and provide themselves with valuable tax and income benefits.

We're excited to share resources we've prepared to help you sow the seeds and prepare the soil for bequest and planned giving conversations with your congregation. Planned giving is a ministry of faith in action and should be an integral part of your church's life. As clergy and lay leaders of your congregation, you can help parishioners respond in a faithful way as Christian stewards. Establishing a planned giving program for your congregation assists them in making sound financial plans that take into account their own needs and those of their family, while honoring their generosity to your church and their life in Christ.

The diocesan planned giving website includes resources that individuals can explore from the privacy of their own home. Planned gift calculators can provide illustrations for gift annuities, annuity trusts, deferred gift annuities, etc. And don’t forget to subscribe to our planned giving e-newsletter! The newsletter provides subscribers timely information throughout the year on a variety of planned giving topics. Also, be sure to stay connected with us on our Stewardship and Development Facebook page where we post regularly about stewardship in our current context.

Webinars

We are incredibly fortunate to have The Episcopal Church Foundation (ECF) available as a resource for all of our congregations . Their webinars, along with Planned Giving On-Demand, are a great place to begin.

These webinars from the ECF cover the basics and will give you much of the information you’ll need to get started.

ECF Resources

ECF has fantastic brochures for congregations to use. They are available to download for free or you can purchase them through Forward Movement.

Congregational Resources

These resources are for congregations to use to build your own planned giving program. Included are short notes you can insert into bulletins or social media posts. Be sure to tailor these messages to your own context and church culture. Check back regularly for updates!

To have a conversation about meeting your church’s current and future needs, please feel free to contact Stephanie Gurnsey Higgins, Minister for Diocesan Development and Congregational Stewardship, shiggins@thediocese.net, or schedule a phone call.