Planned Giving

Jesus often talked about our relationship to the “things” we possess. In Luke 12:13-21 Jesus is asked about dividing a family inheritance. He replies with a story. A rich man decides to build new barns to hold his bumper crop, then to “eat, drink, and be merry.” However, “God said to him, ‘Fool! This night your soul is required of you; and the things you have prepared, whose will they be?’ So is he who lays up treasure for himself, and is not rich toward God.”

We are stewards of God’s bounty. Caretakers. For a brief period we are given time, energy, and resources. What we do with these gifts ultimately defines the character of our life and the depth of our spiritual understanding.

Planned giving is one expression of the wise use of the personal resources God has entrusted to us.

Project Resource explores how relationships and expressions of values and priorities are central to successful stewardship. Discover tried and true strategies for donor advised funds and endowments as well as case studies of people who are of different generations.

Example Resources

Planned Giving Brochures and Booklets from Episcopal Church Foundation

ECF's planned giving brochures and booklets are available for free download below. Additionally, printed copies are available for purchase through Forward Movement.

Planned Giving Brochures: present the basics of planned giving, explaining the how and why, as well as the different kinds of gifts that are possible

Planned Giving Booklets: explain in depth how planned gifts work, and provide instructions and application forms

Online Resources: 

Further Reading & Resources

Presentation Slides from Day 3 (including Planned Giving Materials)
Different formats, same presentation: Keynote Presentation, Powerpoint Presentation, PDF

Training Manual from Day 3 (including Planned Giving Materials)
InDesign File (for customization of your own use), PDF