Planned Giving Resources - Diocese of Austin - Austin, TX

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- Planned Giving Toolbox for Parishes, Schools and Campus Ministries
  
  Welcome to THE
  
  The below resources are to assist you with building, developing, and promoting a Planned Giving program at your Parish, Catholic school, or Campus Ministry. Contact Dan Wierzbowski if you would like to talk about collaborating on promoting planned giving to benefit the long-term sustainability of your Parish, Catholic school, or Campus Ministry!
  
  Short on Time and Resources? Scroll to the bottom of the page.
- Additional Resources
  
  National Make-a-Will Month Toolkit
  
  Estate Planning Awareness Week - Toolkit
  
  Print Marketing Library from FreeWill
  
  Faith-based AI Marketing Writing Tool from FreeWill
  
  How Can FreeWill Help with Planned Giving?
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
  
  Fact sheet for why your parish, school, or campus ministry should consider planned giving
  
  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 Intention Form
  
  Thank you letter for Legacy Gifts
  
  Inventory of Assets & Liabilities
  
  Planned Gift Language
  
  Ways to Support Our Planned Giving Program
  
  Giving Guide
  
  Legacy Giving flyer with QR code - Parish
  
  Legacy Giving flyer with QR code - School
  
  IRA Gifts
  
  Marketing flyer - Gifts from IRAs
  
  Thank you letter for donors
- 3. Media and Marketing
  
  Bulletin/Newsletter/Social Media Announcements
  
  Planned Giving Website Content
  
  Sample Bequest Language
  
  Gift Comparison Chart
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.
  
  Thank donors promptly for planned gifts made to your organization using this sample thank you letter.
  
  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, Catholic school, or Campus Ministry!