Planned Giving Resources

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.

Setting Up Endowments

Ways of Giving a Planned Gift

Gifts of Securities – One Page Information Sheet

Gifts of Securities – Colourful Bulletin Insert

Charitable Gift Annuities

Charitable Gift Annuities insert

Legacy Gift in Your Will

Legacy in Your Will insert

Gifts of Life Insurance

Life Insurance insert

Life Beneficiary Gifts

Life Beneficiary Gifts insert

Gifts of Cash

Charitable Remainder Trusts

Donor Advised Funds

A Will-Planning Guide and Workbook

The goal of this workbook is to help you think about, plan for, make decisions and take action to ensure that your wishes are realized after you have become incapacitated or have died. It is not a will, but it can be very helpful in creating or updating your “just-in-case” file and your will.

YOUR WILL – A Planning Guide and Workbook

Legacy Sunday

Coinciding with National Philanthropy Day, the third Sunday of November each year is designated as Legacy Sunday. 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.

This year’s Legacy Sunday is November 21, 2021. Worship resources are available to download, including a full worship service (with prayers, hymns, sermon and children’s story), videos of the sermon and children’s story, and PowerPoint slides. These can be used on November 21 or any Sunday you wish to designate. Feel free to use or adapt all or part of these resources to highlight legacies and planned gifts in your congregation.

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.

Stories of Giving

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

Links

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.