Planned Giving Resources

Permanent Endowment Programs

Information regarding establishment of a permanent endowment

Roles and Responsibilities

Information regarding the process, roles and responsibilities in your congregation’s team to grow your endowment programs

Introduction to
Planned Giving

Short Guide for Endowment Fund Committees

Information regarding establishing a strong and accountable endowment fund committee

Promoting your Endowment Program

Information regarding how to promote your own endowment program

Planned Giving
Handbook

A complete guide for the required establishment and effective management of congregational planned giving

Information regarding establishment of planned giving