Planned Giving Resources

//Planned Giving Resources
Planned Giving Resources 2017-08-17T13:10:53+00:00

Legacy Giving Resource: Setting up Legacy Funds and Endowments 

Is your congregation considering launching a Legacy Giving program? Setting up Legacy Funds and Endowments contains suggested policies and procedures to guide your congregation through the process of setting up and administering a legacy or endowment fund. This process can be a blessing or a burden for many congregations. Download Setting up Legacy Funds and Endowments to help your session, board of managers or other committee ensure that these funds are a blessing for your congregation’s mission and ministry.

Image of arrow pointing downSetting up Legacy Funds and Endowments – Text
Image of arrow pointing downSetting up Legacy Funds and Endowments – PDF

Ways of Giving a Planned Gift

Image of arrow pointing downGifts of Publicly Traded Securities
Image of arrow pointing downPublicly Traded Securities insert
Image of arrow pointing downCharitable Gift Annuities
Image of arrow pointing downCharitable Gift Annuities insert
Image of arrow pointing downLegacy Gift in Your Will
Image of arrow pointing downLegacy in Your Will insert
Image of arrow pointing downGifts of Life Insurance
Image of arrow pointing downLife Insurance insert
Image of arrow pointing downLife Beneficiary Gifts
Image of arrow pointing downLife Beneficiary Gifts insert
Image of arrow pointing downGifts of Cash
Image of arrow pointing downCharitable Remainder Trusts
Image of arrow pointing downDonor Advised Funds

Legacy Sunday

The third Sunday of November each year is designated Legacy Sunday (formerly Planned Giving Sunday), to coincide with National Philanthropy Day. This is a great day for congregations to celebrate the legacies people have made to the church, Canada and the world, and to highlight how planned gifts can provide for generations to come.

Worship resources for clergy and worship leaders are available for a service highlighting legacies and planned gifts. This year’s Legacy Sunday is November 19, 2017.

Download the 2017 worship service below. Feel free to modify, personalize, condense or expand as much as possible so that it may be used within the context of your congregation.

Bulletin Insert—What Will Your Legacy Be?

Copies of the Planned Giving bulletin insert can be ordered free of charge from Parasource Distribution, through the online order form, or you can download and print your own.

Planned Giving Videos

Gift Annuities: Gifts that Give Back
In this three-minute video, Laura Cronsberry shares what a gift annuity through the PCC has meant to her.

Growing Generosity
This short video introduces concepts of planned giving and explains the benefits of fostering a spirit of generosity.

See more planned giving resources

Stories of Giving

Many Canadians have generously made planned gifts to help their church and community.
Learn more about these generous givers.

Links

The Presbyterian Endowment Education and Resource Network (PEER)

PEER provides resources that encourage Presbyterian churches in the USA and organizations toward best practices in gift planning and the use of endowments.

Leave a Legacy

LEAVE A LEGACY is a national public awareness program designed to encourage people to leave a gift through their will or any other gift planning instrument to a charity or non-profit organization of their choice. LEAVE A LEGACY is a donor-oriented education campaign to raise awareness of the importance of including a charitable gift in the estate planning process. LEAVE A LEGACY is a program of the Canadian Association of Gift Planners (CAGP-ACPDP).

Canadian Charitable Annuities Association (CCAA)

The purpose of the Canadian Charitable Annuity Association is to provide education, information, and guidance to charities registered under the Income Tax Act of Canada which receive donations through gift annuities, life income gift plans, and other forms of charitable gifts, and to establish ethical and financial standards for these charities. The Presbyterian Church in Canada is a member in good standing of the CCAA.