Parish Resources

Foundation Fact Sheets

Catholic Foundation Overview as of June 30, 2021 – English
Catholic Foundation Overview as of June 30, 2021 – Spanish

Planned Giving Briefs and Brochures

Parish Endowment Brochure – Customizable for In-House Printing

Endowments at a Glance for Parishes
Endowment Sunday Toolkit (Digital Viewing) (2 Sided Printing)
Legacy Liaison Overview
Tools for Growing Your Endowment

Planned Giving Website Resources

Wording

Many donors may not know what an endowment fund is and how it benefits your parish. We have suggested wording that can be included on your website to help explain how an endowment fund works.

Endowment Funds 101 Video

We have put together a brief, two-minute video to explain what an endowment fund is and how it benefits your parish. You can view it on our YouTube channel and embed the video on your parish website as well.

Graphics

Please click on the name of the graphic you wish to download.  These graphics can be included on your stewardship or “give now” page to educate your parishioners on your endowment fund and planned giving.

Gift to Parish Endowment Fund

Planned Giving – Three Ways

How an Endowment Works

Easy Ways to Grow an Endowment

 

Bulletin Notes – Text

2022

Bulletin Notes: June 2022 – English

Bulletin Notes: June/Junio 2022 – Spanish/Español

Bulletin Notes: May 2022 – English

Bulletin Notes: May/Mayo 2022 – Spanish/Español

Bulletin Notes: April 2022 – English

Bulletin Notes: April/Abril 2022 – Spanish/Español

Bulletin Notes: March 2022 – English

Bulletin Notes: March/Marzo 2022 – Spanish/Español

Bulletin Notes: February 2022 – English

Bulletin Notes: February/Febrero 2022 – Spanish/Español

Bulletin Notes: January 2022 – English 

Bulletin Notes: January/Enero 2022 – Spanish/Español

Archived Bulletin Notes: 2021 – 2019

 

Bulletin Notes – Graphics

Please click on the name of the graphic you wish to download.  These graphics are “business card” size and are an easy way to communicate planned giving in your weekly bulletin.

Bulletin Notes for Upcoming Events – coming soon!

Bulletin Notes for Gifts in Your Will

Will – Gifts of Assets	Will – Love Lives On	Will – Way to Share Blessings	Will – Provide for Family and Parish
Will – Parish Future

Bulletin Notes for Gifting Appreciated Stocks

Appreciated Stock – Easy

Appreciated Stock – No Impact on Family

Appreciated Stock – Tax Benefits

Bulletin Notes for Ways to Give to Parish Endowments

Gift to Parish Endowment	Deo Gratias Society	Gift of Charitable Gift Annuity to Parish Endowment	Gifts of Securities
Gifts of IRAs	Gifts of Real Estate	Gifts of Real Estate – Other Types	Estate Sale
Remainder of Estate for Assisted Living	Life Estate

Bulletin Notes for 401(k)s and IRAs

Gifts from 401(k) – Percentage	Gifts from 401(k) – Cost Nothing During Lifetime	Gifts from 401(k) – Name Parish as Beneficiary
Gifts from IRA – Percentage	Gifts from IRA Rollover – Cost Nothing During Lifetime

Bulletin Notes for #iGiveCatholic

Give #iGC – Parish

Bulletin Notes for Holidays and Holy Days

Epiphany	Palm Sunday	Easter Sunday	Easter – Honor Loved One with a Gift
Easter – Honor Loved One with Endowment	Divine Mercy Sunday	Mother’s Day	Father’s Day
Labor Day – Tribute Gift	Thanksgiving – Gifts in Memory/Honor of	Advent – Remember Parish in Will	Advent – IRA
Christmas – Thanks to Parishioners	New Year’s Resolution – Will	Catholic Schools Week