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  • Home
  • About
      • Bishop Vásquez
    • Our Diocese
      • Our Mission
      • History
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      • Deanery Information
      • Presbyteral Council
      • Priests' Personnel Board
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      • All Offices
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      • Schools
      • Diocesan Staff
      • Priests
      • Deacons
    • Contact & Location Info
      • Contact Us
      • Directions to the Pastoral Center
  • Celebrating the Faith
      • Archives
      • Chancellor
      • Communications
      • Facilities
      • Finance
      • Human Resources
      • Information Technology
      • Parish Business Services
      • Risk Management
      • Stewardship and Development
      • Vicar General
      • Watch
      • Worship
  • Teaching the Faith
      • Catholic Schools
      • Evangelization and Catechesis
      • Pastoral Juvenil
      • Youth, Young Adults and Campus Ministry
  • Living the Faith
      • Black Catholics
      • Canonical and Tribunal
      • Cedarbrake Catholic Retreat Center
      • Diaconal Ministry
      • Environmental Care
      • Ethics & Integrity in Ministry
      • Hispanic Ministry
      • Life, Marriage & Family
      • Minister to Retired Priests
      • Missions
      • Religious
      • Restorative Justice
      • Social Concerns
      • Vicar for Priests
      • Vocations
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      • Minister to Retired Priests
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    • Planned Giving Parish Toolbox 
      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. 
    • Contact Us

      • Dan Wierzbowski
        Dan Wierzbowski
        Associate Director, Planned Giving
        (512) 949-2496
        dan-wierzbowskiaustindiocese.org
  • Build Your Team
    Step 1

    • Recruit Your Team
      Step 1, part 1

      • Identify and Recruit a Planned Giving Team​
      • Planned Giving Team Member Recruitment Letter
      • Planned Giving Team Member Job Description
    • Educate Your Team
      Step 1, part 2

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

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

    • Set Goals
      Step 2, part 1

      Setting Goals for Your Planned Giving Program
       
    • Prepare Your Strategy
      step 2, part 2

      • Annual Communications Calendar (Excel)
      • Annual Communications Calendar (Word)
      • Your Planned Giving Program: Step-by-Step 
    • Identify Prospects
      Step 2, part 3

      Assessing Your Planned Giving Prospects
  • Execute Your Plan
    Step 3

    • Direct Mail Letter Templates
      step 3, part 1

      • General Appeal Letter
      • Personal Visit Letter for Top Donors
      • Appeal Letter for Top Donors
    • Forms and Flyers
      step 3, part 2

      • Gift Notification Form
      • Estate Planning Binder
      • Planned Gift Language
      • Ways to Support Our Planned Giving Program
      • Ways to Give Summary
    • Media and Marketing
      step 3, part 3

      • 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 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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