Stewardship Planned Giving

Planned  gifts are the primary way a charity's supporters can financially support  the causes they believed in during life, after they have passed on.  Planned gifts include bequests from wills and trusts, gifts of  retirement assets and insurance policies and charitable gift annuities,  to name a few.  

    Planned gifts are typically the largest gifts a charity receives;  the average size bequest is $162,282.  While all Catholic charities can  benefit from planned gifts, very few unleash the potential of planned  giving. A recent survey showed that fewer that 3% of parish priests could recall ever receiving a bequest from a deceased parishioner.

    Why do so many Catholics overlook making a  bequest to the Church?   It's for one main reason; they just are not asked effectively.  Our  award winning planned giving services are just what you need to help the  faithful remember the Church with a legacy planned gift. 

The  Catholic Church is going through a significant demographic change with a  tremendous transfer of wealth from one generation to the next  generation. In 2016, overall giving to religious charities    increased  3.0 percent, with an estimated $122.94 billion in contributions. Giving  by bequests totaled 30.36 billion in 2016.

    However, recent surveys show that fewer than one (1) percent of donors  remember to leave a bequest to the Church in their estate planning. Is  your Catholic charity one of those that are being disinherited by its  donors? It doesn't have to be.                     The Catholic  Church's ability to have active and vibrant ministry to serve the many  needs in the community will depend on the planned gifts it's current  donors leave them now. When donors pass away without making a planned  gift to the Catholic Church, the Church’s financial position is  permanently weakened. 
   Why doesn’t the Church receive many planned gifts? The answer is surprising

Charities  are increasingly realizing the importance of starting a planned giving  program, before any more of their senior donors pass away and  unintentionally disinherit the charity. 

    But how do you start your planned giving program and how to afford it?  Starting your planned giving program need not be expensive. Stewardship  Planned Giving has a plan to fit every charity’s budget.

    In fact, with each of our service plans your charity’s net expense is  minimal. So how does this work? We will provide you services that  generate planned gifts and current gifts that substantially exceed the  cost of the services. Depending on the services you choose, you can  expect to receive gifts totaling over fifty (50) times the cost of the  services. ​ And our guarantee enables you to get the services you need  with a net annual budget of zero.

   ​So really you have nothing to lose and everything to gain.