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  • Home
  • About
      • Bishop Vásquez
      • Contact & Location Info
      • Event Photos
    • Directories
      • Diocesan Staff
      • Priests
      • Deacons
    • Our Diocese
      • Coat of Arms
      • College of Consultors
      • Deanery Information
      • History
      • Leadership
      • Our Mission
      • Presbyteral Council
      • Priests' Personnel Board
  • Offices & Ministries
      • Archives
      • Black Ministry
      • Canonical and Tribunal Services
      • Catholic Charities of Central Texas
      • Catholic Foundation
      • Catholic Schools
      • Catholic Services Appeal
      • Catholic Spirit
      • Cedarbrake Catholic Retreat Center
      • Chancellor
      • Communications
      • Diaconal Ministry
      • Encountering Christ Campaign
      • Ethics and Integrity in Ministry
      • Evangelization and Catechesis
      • Facilities
      • Finance
      • Fine Arts Council
      • Hispanic Ministry
      • Human Resources
      • Immigration Legal Services
      • Information Technology
      • John Paul II Residence for Priests
      • Legal Services
      • Life, Charity and Justice
      • Life, Marriage and Family
      • Minister to Retired Priests
      • Missions and Discipleship
      • Office of the Bishop
      • Parish Business Services
      • Pastoral Juvenil
      • Priestly Life and Formation
      • Religious
      • Restorative Justice
      • Risk Management
      • Stewardship and Development
      • Vicar for Priests
      • Vicar General
      • Vocations
      • Worship
      • Young Adult Ministry
      • Youth Ministry
  • Quick Links
      • Catholic Services Appeal
      • Career Opportunities
      • EIM / Report Abuse
      • Encountering Christ Campaign
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      • Lenten Penance Services
  • Give
    • Planned Giving Toolbox for Parishes & Schools
      Welcome to THE

      The 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. 
    • Additional Resources

      • For National Make-a-Will Month
  • Build Your Team
    Step 1

    • 1. Recruit Your Team

      • Identify and Recruit a Planned Giving Team​
      • Planned Giving Team Member Recruitment Letter
      • Planned Giving Team Member Job Description
    • 2. Educate Your Team

      Planned Giving
      • What is Planned Giving?
      • Types of Planned Gifts

      Making the Ask
      • FAQs
      • How to Ask for Planned Gifts
  • Develop Your Plan
    Step 2

    • 1. Set Goals

      Setting Goals for Your Planned Giving Program
       
    • 2. Prepare Your Strategy

      • Annual Communications Calendar (Excel)
      • Annual Communications Calendar (PDF)
      • Your Planned Giving Program: Step-by-Step 
    • 3. Identify Prospects

      Assessing Your Planned Giving Prospects
  • Execute Your Plan
    Step 3

    • 1. Direct Mail Letter Templates

      • General Appeal Letter
      • Personal Visit Letter for Top Donors
      • Appeal Letter for Top Donors
    • 2. Forms and Flyers

       
      • Gift Notification Form
      • Estate Planning Binder
      • Planned Gift Language
      • Ways to Support Our Planned Giving Program
      • Ways to Give Summary
      • Sample Bequest Language
    • 3. Media and Marketing

      • Bulletin/Newsletter/Social Media Announcements
      • Planned Giving Website Content and Links
  • Short on Time and Resources?
    Get started with these simple steps! 

      • 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 [email protected] for assistance with these or any other steps to help promote Planned Giving at your Parish and/or Catholic School! 
Diocese of Austin
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Diocese of Austin
6225 E US 290 HWY SVRD EB
Austin, TX 78723
512 - 949 - 2400
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