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.
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.
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 will become available later this year for a service highlighting legacies and planned gifts. This year’s Legacy Sunday is November 15, 2020.
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.
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).
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.