Planned Giving Management
Well-executed stewardship planning can provide three important benefits:
- A funding stream for future growth and needs
- Increased member awareness of current church ministries and needs to grow levels of giving
- The opportunity for individuals to support a ministry they love while receiving significant tax benefits
Church Development's planned giving program is designed to foster long–term stewardship planning and to stabilize a church's financial future. We provide valuable resources to build a basic planned giving program and paid services to build a more comprehensive stewardship planning program.
Planned giving services should commence after the church's capital campaign, and can include, among others:
- Identifying, training and facilitating a volunteer team for planned giving
- On–going, on–site consultation with the church planned giving team to establish goals, objectives, strategy and a detailed calendar
- Consultation and advice on creating policies and procedures for gift acceptance and establishing endowments and legacy societies
- Comprehensive training for the pastor and planned giving committee in the financial and spiritual benefits of philanthropy
- Identifying, researching and rating planned giving prospects
- Assisting with planning and implementation of an estate planning event featuring an estate planning professional
- Creation and design of marketing materials, including brochures and two newsletters
- Overall management of the planned giving program strategy
- Training and coaching for the church leaders in donor cultivation, stewardship education and solicitation
- Establishing an ongoing system for implementing comprehensive stewardship planning
Click here to Meet Our Team (with photos and professional background of our team.)
If you have questions about our planned giving services, click here to contact us.
