An interfaith guide to planned giving.

Planned gifts are typically the largest gifts received by a charity and can transform religious organizations and congregations to become more sustainable, impactful, and vibrant entities for decades to come. Encouraging planned gifts to congregations and religious organizations is essential at this time of tremendous generational wealth transfer; these gifts also provide an opportunity to enhance relationships between supporters and organizations. Many congregations and religious entities fear that they cannot raise these transformational gifts due to a lack of expertise among staff or volunteers, the limited financial resources of their constituents, or the simple discomfort of addressing ultimate issues with donors. Faithful Giving can help change those dynamics.

Tools, Templates, Examples and other Resources mentioned in Faithful Giving

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James W. Murphy, Author

Foreword: Robert F. Sharpe, Jr. was CEO of Encore, a leading philanthropic management consulting firm.

Introduction: Lucinda Mosher is the author of two books in the Faith in the Neighborhood series, Belonging and Praying.

Case Studies:

Rupinder Singh Brar is one of the founding members of the Sikh Community Center in Yuba City, California.

Sarah Charters is President and Director of Philanthropy for The United Church of Canada Foundation.

Charles Cloughen Jr. is Planned Giving Officer at the Cathedral of the Incarnation, Baltimore, Maryland.

Jane Harding is newly retired from the Stewardship & Gifts Office for the United Church of Canada.

Davida Isaacson is the Senior Philanthropic Advisor for The Seeing Eye, Inc. in Morristown, NJ.

Roger Janes serves as Stewardship Staff resource for the Newfoundland and Labrador Conference.

Anwar Khan is President of Islamic Relief USA.

Yvonne Jones Lembo serves as a Regional Gift Planner with the ELCA Foundation.

Karl Mattison is the Vice President of Planned Giving Resources and of the Planned Giving Navigator program at the Presbyterian Foundation.

Yaqub Mirza is President and CEO of Sterling Management Group and Chairman of the Board of Trustees of the Amana Mutual Funds.

Peter Misiaszek is the Director of Stewardship Development for the Anglican Diocese of Toronto.

Randall Nyce is an Everence® Stewardship Consultant.

Amy Palmer is the Director of Development for the Adrian Dominican Sisters in Adrian, Michigan.

Peter C. Pereira was the Treasurer and Chief Financial Officer of The Episcopal Church in Hawai’i, 1991 - 2022.

Arlene D. Schiff is the National Director of the LIFE & LEGACY® program of the Harold Grinspoon Foundation (HGF).

Pandit Roopnauth Sharma is President of the Hindu Federation and President of Canadian Multi-faith Federation (CMF).

Perkin F. Simpson is the Executive Director of Urban Alliance, a faith-based non-profit located in East Hartford, CT.

Stacy B. Sulman is the Chief Legal Officer and Vice President for Personalized Philanthropy for the American Committee for the Weizmann Institute of Science.

David P. Uribe, OMI is the Oblate Executive Director/Oblate Chaplain Director for Missionary Association of Mary Immaculate (MAMI-USA).

Afterword: Margaret M. Holman is President of Holman Consulting.