What Is Planned Giving and Why Does It Matter?
Planned giving, also known as legacy giving, is a powerful expression of stewardship. These are gifts arranged now but received in the future — such as bequests in a will, beneficiary designations, or disbursements from an endowment — that help sustain the mission of your parish, school, or ministry for generations to come.
Legacy gifts allow parishioners to extend their commitment to their faith community beyond their lifetime. They create a lasting impact and provide a meaningful opportunity to pass on the gift of faith to future generations.
Need more reasons to prioritize planned giving at your parish?
Planned Giving Committee Resources
Thinking about starting a Planned Giving Committee at your parish, school, or ministry? These resources are designed to help you take the first step, build momentum, and foster a culture of long-term support through legacy giving.
Getting Started
- Forming a Planned Giving Committee
- Planned Giving Committee Member Job Description
- Foundation and Endowments Q & A
Promoting Planned Giving
Sample Materials
Use these examples for inspiration — or customize them to fit your parish’s unique identity.
- Introductory Letter Example
- Parish Ad Example
- School Ad Example
- Parish Legacy Brochure Example
- Planned Giving Insert Example (for IRS Year-End Tax Statements)
- Bulletin Announcement Examples
- Planned Giving Webpage Examples
Contact Us
We’re here to help!
If your parish is considering launching a Planned Giving Committee — or if you have questions about any of the resources listed here — we’d love to connect. We’re happy to meet with your team, offer guidance, and help you take the next step.
Gina M. Rhodes
Director of Planned Giving
1-704-370-3364
gmrhodes@rcdoc.org
Jacki R. McCarthy
Planned Giving Officer
1-704-370-3348
jrmccarthy@rcdoc.org
Share
Print
PDF
Help