Planned Giving for Catholic Dioceses, Parishes, and Ministries

Go Beyond the Collection Plate —
Build a Legacy of Faith

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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Catholic Planned Giving: Build an Enduring Legacy of Faith

Every Catholic community — from the smallest parish to the largest diocese or school — holds the potential to build an enduring legacy of faith through Catholic planned giving and major gifts. Yet many ministries overlook this opportunity, even as they nurture generations of faithful parishioners who long to give back in a meaningful way.

Planned and legacy gifts are not merely financial instruments; they’re expressions of faith and stewardship — ways for parishioners to ensure the mission of the Church continues long after they’re gone.

Believe it or not, your parish or diocese already has everything it needs to build a powerful, endowment-strengthening planned giving program.

In fact, Harvard would envy what your parish has — a deeply loyal, values-driven community that gathers every Sunday. Yet it’s an audience that’s too often overlooked when it comes to Planned and Legacy Gifts.

Meanwhile, many follow “the story of Bob”: faithfully giving a few dollars each week, yet rarely thinking beyond their weekly offertory — leaving transformative opportunities untapped.

Why the Disconnect?

Simply put, leadership often lacks the time or training to pursue planned giving 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.

With focused guidance and Catholic planned giving consulting, parishes and dioceses can inspire generosity, build endowments, and strengthen long-term financial stability.

Education and Marketing Are Key

The key to unlocking your parish’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 Catholic 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, consulting, and guidance to help dioceses, parishes, and schools inspire and secure more — and larger — planned and major 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 giving 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.

Ready to Grow Planned & Major Gifts?

Start a conversation about a parish or diocesan program tailored to your Catholic community.

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

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.

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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.