First, consider your current revenue streams. Second, know what your needs will be for the future and ask if your current revenue streams get your there. Finally, determine how many planned gifts have been given to your parish or school in the past five years.
The step to take to secure the financial stability of your parish or school is to educate families about planned giving options. Most of us don't think about future needs because we are managing the current fiscal responsibilities.
The staff of the Catholic Foundation can assist you with introducing planned giving. The benefit of planned giving is that it helps families fulfill charitable intentions while offering them tax benefits. We offer presentations to parish families, school boards, and civic groups.
Pray for us.