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 Endowments

Ways of Giving a Planned Gift

Image of arrow pointing downGifts of Securities – One Page Information Sheet
Image of arrow pointing downGifts of Securities – Colourful Bulletin 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

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.

Image of arrow pointing downYOUR WILL – A Planning Guide and Workbook

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.

This year’s Legacy Sunday is November 15, 2020. Download the worship service to use on November 15, or any Sunday you wish to designate. Feel free to use or adapt all or part of this resource to highlight legacies and planned gifts in your congregation.

Image of arrow pointing downLegacy Giving Sunday 2020 Worship Resource (PDF)
Image of arrow pointing downLegacy Giving Sunday 2020 Worship Resource (Text)

Bulletin Insert—What Will Your Legacy Be?

Congregations can order print copies of the Planned Giving bulletin insert through the PCC Resource Ordering Portal. Please have your username and password ready.

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Orders can also be placed using the online order form or you can call 1-800-619-7301 ext. 331 or send an email.

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.