Planned Giving for the Diocese and Archdiocese

Go Beyond the Collection Plate

Embed this free video on your website (click for embed code). Use it in communications, websites, bulletins to inspire giving from faith — not obligation.

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Believe it or not, your church has always had the potential to build a powerful, endowment-strengthening planned giving program.

In fact, Harvard would love what your church has: a captive audience. Yet it’s an audience that’s been overlooked when it comes to Planned and Legacy Gifts. You meet with them every Sunday — but leave valuable opportunities untapped.

Meanwhile, your parishioners follow “the story of Bob”: content to pass the plate and faithfully give a few dollars each week, but rarely thinking beyond annual Sunday offerings.

Why the Disconnect?

Simply put, parish leaders often lack the time or training to pursue planned and major gifts. Some hesitate because the territory feels unfamiliar — after all, professional fundraisers dedicate years to mastering it. Others fear that partnering with the Diocese or Archdiocese might divert gifts away from their parish.

The truth? The shepherding and stewardship of the Diocese or Archdiocese actually increase realized gifts. And when that happens, a rising tide lifts all boats.

Education and Marketing Are Key

The key to unlocking your church’s planned giving potential lies in two words: education and marketing. The good news? We make both simple — even for lay leadership.

“Marketing” may sound like a word every Church leader dreads. But your parishioners are waiting to hear from the pulpit that leaving a legacy is part of their faith journey. They are your acres of diamonds — already in your pews, ready to be inspired.

We provide the tools, videos, and guidance to help dioceses, parishes, and schools inspire and secure more — and larger — planned gifts. It’s clear, faithful, and effective.

The Time Is Now

This is a historic moment for the Catholic Church — an opportunity for both growth and financial stability. But it’s not eternal. The best time to start a planned and major gifts program was 25 years ago. The second-best time is now.

If you’ve been waiting for a sign, this is it.

Estate planning booklets included for free with over 50 Christian themed covers and editable content.

Click Here for Sample Covers

Jordan Cassidy
Planned Giving Specialist

If you’re ready for the gifting source that goes beyond the collection plate, I invite you to get in touch today. There could not be a better time for planned giving.

Here’s my appointment page. I look forward to meeting soon.

Some Facts
New study shows powerful faith-based giving trends among women
This is an opportunity of a lifetime for all churches right now.
This is an opportune time to preserve legacies and ensure the values of their parishioners live on.
With declining numbers and an aging demographic understanding this wealth transfer that is happening right now in America and how it will directly impact churches of all faith is extremely important
The importance of giving to Catholic organizations is greater than ever. 15% of all hospitals in the US are Catholic Hospitals. In some parts of the world, the Catholic Church provides the only healthcare, education, and social services available to people. Reference
The role of the Catholic Church in society has existed for many centuries. The Catholic Church is more than an institution. Its influence and authority extends beyond borders, embracing everyone from all walks of life. Reference.
Giving to faith-based organizations is still the largest percentage of total charitable contributions, so why are they not focused on planned giving?
People who are religiously affiliated are more likely to make a charitable donation of any kind, whether to a religious congregation or to another type of charitable organization. Sixty-two percent of religious households give to charity of any kind, compared with 46 percent of households with no religious affiliation. Giving USA Special Report of Giving to Religion
Frequent attendance at religious services is linked to both the likelihood of giving to religion and to making larger gifts to religion. People who attend religious services on a monthly basis are 11 times more likely to give to religious congregations, and they give an average of $1,737 more to religion per year than people who attend less than once a month. Giving USA Special Report of Giving to Religion.