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Planned Giving Toolbox for Parishes & SchoolsWelcome to THEThe below resources are to assist you with building, developing, and promoting a Planned Giving program at your Parish and/or Catholic school. Contact Dan Wierzbowski if you would like to talk about collaborating on promoting planned giving to benefit the long-term sustainability of your Parish and/or Catholic school!
Short on Time and Resources? Scroll to the bottom of the page.
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Additional Resources
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Build Your TeamStep 1
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Recruit Your TeamStep 1, part 1
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Educate Your TeamStep 1, part 2Planned Giving
Making the Ask
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Develop Your PlanStep 2
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Set GoalsStep 2, part 1
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Prepare Your Strategystep 2, part 2
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Identify ProspectsStep 2, part 3
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Execute Your PlanStep 3
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Direct Mail Letter Templatesstep 3, part 1
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Media and Marketingstep 3, part 3
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Short on Time and Resources?Get started with these simple steps!
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- Add a planned giving page to your website.
- Include regular planned giving messages in your bulletin, newsletter, and on social media.
- Send an annual mailing to your best planned giving prospects.
Contact Dan Wierzbowski at 512-949-2496 or dan-wierzbowski@austindiocese.org for assistance with these or any other steps to help promote Planned Giving at your Parish and/or Catholic School!
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