Resources referenced in Faithful Giving, and more!
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Study Guide for Faithful Giving
For personal and group reflection as you start and develop your planned giving program.
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Resources for Planned Giving Programs
List of helpful websites, vendors, and other materials.
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Types of Planned Gifts
A ‘cheat sheet’ for types of planned gifts.
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Template Forms and Advanced Guidance
Template forms to help build your planned giving program.
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Giving Card Template
Download & adapt this sample giving card template.
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Survey on gift type/Notification form template
Download & adapt this sample donor survey on their gift type and notification to the charity. Use as a Legacy Society enrollment form.
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Legacy Society Gathering Ideas/Agendas (Congregation)
25 simple agendas for Legacy Society events at a congregation, and reminders for in-person planning.
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Online Legacy Society Agendas for National Charities
17 Legacy Society event agendas for a national religious charity’s online gathering.
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Sample Case for Support
A wonderful example of a case for support from the Adrian Dominicans.
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Faithful Investing Resources-Sample Investment Policy Statements
Downloadable Investment Policy Statements
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Faithful Investing Resources-Study Guide
Study guide for Faithful Investing
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Faithful Investing-Denominational Resources
Review a listing of denominational organizations to assist you
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Faithful Investing Resources-History of the ICCR
Read a history of the Interfaith Center for Corporate Responsibility (ICCR) as referenced in Faithful Investing
“When someone make a planned gift to your congregation/organization, they raise you to the level of family in their estate plans.”
“My hope for this book is to inspire and empower.”
FAQs
Is there a planned giving resource to guide my congregation or religious charity?
Yes, please review my new book, Faithful Giving-The Heart of Planned Gifts.
Does this website feature the tools and resources noted in Faithful giving?
Yes, you can download any of the resources above and there are more coming soon.
Where can i find other resources to help on planned giving?
There are many resources provided by your own denomination or faith tradition noted in the links above, and many of the other tools above can be used by a variety of faith traditions.