Parish Legacy Giving

The Catholic Community Foundation can help parishes establish and grow a Parish Legacy Giving program to encourage estate gifts from parishioners.  Our staff can help:

  • Meet with the Pastor and key staff to customize a plan for your parish
  • Provide content to create or update a legacy givingwebpage 
  • Design parish-specific brochures that you can offer to your parishioners, including “How to Create and Update Your Will,” “Legacy Giving Options,” and “Gifts from Your Will or Trust”
  • Offer you template materials that have been used successfully at other parishes
  • Be a resource to meet and talk with your parishioners who are looking for guidance in making a legacy gift to the parish
  • Arrange for periodic Will and Estate Planning Seminars at your parish.

Contact Terri Preskar to access these password-protected resources:

Sample Legacy Giving Marketing Plan

Sample Pulpit Announcement to Introduce Legacy Society

Initial Bulletin and Newsletter Announcement - St. Raphael Example

Letter of Invitation from Pastor - St. Luke Example

Letter of Invitation Response Card - St. Jude Example

Sample Brochure - How to Create or Update Your Will

Sample Brochure - Gifts from Your Will or Living Trust

Sample Brochure - Legacy Giving Options

Sample Brochure - Legacy Society

Sample Gift Intent Form

Text for Parish Webpage - St. Jude Example

Sample Bulletin Announcements for Ongoing Use

Parishioner Story - St. Francis Xavier Newsletter Example

Informative Article - St. Raphael Newsletter Example

Testimonial Examples - St. Francis Xavier

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