Planning continues on Project Resource’s Planned Giving workshop, but registration is now open.
The workshop will be offered twice, on Friday Nov. 11, at 11:00 a.m., and on Monday, Nov. 21, at 6:00 p.m. The workshop will last one hour.
The Project Resource team is asking for your input as we develop the content of the training and future materials.
We invite you to take a few minutes to complete a short survey about your congregation’s experience and/or approach to planned giving as well as tell us about your interest in learning about related planned giving tools.
The survey will remain open until Nov. 4.
During the workshops, we will share survey results, provide an understanding of the benefits for both donors and churches of planned giving, help you determine if your congregation is ready to start a planned giving program, and explore various planned giving vehicles and resources, like knowing what to do when a bequest or other gift comes to you.
Your feedback will help our Project Resource team to serve you better. Thank you for taking the time to complete this survey and we look forward to seeing you at one of our November workshops!
Together in Christ,
Your Project Resource Team
The Stewardship Commission of the Diocese of New Jersey
What is Planned Giving?
Planned giving is a process of legal, financial, charitable, and tax planning that allows donors to address other estate planning while making a substantial gift.
Interesting Fact about Planned Giving:
The average age of someone who makes their first charitable bequest commitment is 40–50.
Why Planned Giving?
Maximize your fundraising by asking for planned gifts. Learn how to communicate with donors about their wealth and their financial assets – not just their cash – and how a planned gift can provide them with current income, an inheritance for their heirs and a legacy through your charitable organization.