All gifts are “planned” to some extent. Even our weekly giving in church usually follows a plan. However, when we speak of planned gifts we are referring to gifts that require more intentional planning and often come from accumulated assets. They are given in a will, charitable remainder trust, or life insurance plan, where the funds are realized sometime in the future, creating a legacy. Often, this type of gift carries immediate tax benefits for the donor. Planned gifts can be a great way to support capital campaigns and endowments that support the mission of the church far into the future.
Planning to make a lasting impact with your gift is easier than you might think. Read about the many ways you can give a planned gift by clicking here.
How-to Guide
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. Download the resource today to help your session, board of managers or other committee ensure that these funds are a blessing for your congregation’s mission and ministry.
Recorded Webinar
Helping to Encourage Bequests
Are your church members mortal? Yes! Is your church pretending that they’re not? Probably! Would receiving a bequest benefit your church? Yes! Does your church need help broaching this topic? This webinar will provide practical tools for talking specifically about bequests in your congregation.
Resources
Preparing for Legacy Sunday
Everyone can leave a legacy. Legacy Sunday is the third Sunday in November, but can be celebrated any Sunday during the year. Resources are available to help your congregation plan a service highlighting legacies and planned gifts.
Are you considering making a charitable bequest?
Free for your congregation:
5 Sundays of Legacy Giving Bulletin Inserts
Did you know that you don’t have to be wealthy to give a legacy gift? People give when they know how. Each of these bulletin inserts explains how various planned gifts can help leave a legacy to your congregation. Click here to order these bulletin inserts for your worship services.
Did you know that The Presbyterian Church in Canada offers Charitable Gift Annuities?
Annuities are high quality, guaranteed investments that provide regular guaranteed income payments to you and/or your spouse for life.
You receive a tax receipt and some or all of the annual income is tax exempt. A charitable gift annuity purchased through The Presbyterian Church in Canada allows you to support the mission and ministry of your local congregation or any ministry of The Presbyterian Church in Canada. The Presbyterian Church in Canada is a member in good standing of the Canadian Charitable Annuities Association (CCAA). Learn more.
Videos
Gift Annuities Video (46MB)Growing Generosity Video (147MB)For more information about Stewardship & Planned Giving, send us an email or call 1-800-619-7301.
The information on this page does not constitute legal or professional advice and should not be substituted for appropriate professional advice. The Presbyterian Church in Canada strongly recommends that you seek professional legal and financial advice to ensure your financial situation and those of your dependents are considered; that your tax situation is reviewed; and that your legacy gift is tailored to your circumstances.