What comes to mind when you hear planned giving? Maybe you think, Oh right, we should do something about that. Then doubts creep in: That’s complicated, right? Don’t we need a lawyer or accountant?
Or maybe you assume planned giving doesn’t apply to your church because:
- “Planned giving is only for wealthy people.” Not true! Planned giving can be for anyone. It allows individuals to make a meaningful gift that may be larger than what they could give during their lifetime.
- “Our congregation is too old (or too young) for this.” People create or update wills at all stages — after having a child, retiring, or losing a loved one. The key is ensuring they know the church can be part of their plans.
- “Our members already have wills.” Actually, fewer than half of American adults have a will or estate plan, and many existing ones are outdated.
Legacy, personal values and a sense of belonging
Planned giving is less about money, and more about legacy, personal values, and a sense of belonging. Including the church in an estate plan can be a powerful statement:
- “This church has shaped my life — I want it to continue for future generations.”
- “My faith and values matter — I want them to live on.”
- “I want my legacy to reflect what was important to me.”
A planned gift raises the church to the level of family. It’s an act of faith and gratitude, ensuring the mission continues long after one is gone.
Planned Giving is about the future
People who make planned gifts aren’t just pledging resources — they’re investing in the future. They want their values and faith to live on. A strong planned giving program connects the donor’s desire to leave a lasting impact and the church’s vision for what that impact will be.
Imagine what could be possible if faithful members included the church in their estate plans. How could their generosity shape your church for generations to come? Would it expand ministries, enhance outreach, strengthen the church’s ability to serve?
Casting that Vision
A Planned Giving Case Statement is a clear, compelling message that explains why planned giving matters and how it will shape the church’s future. It should:
- Inspire donors with the church’s long-term mission and vision.
- Show impact, outlining how gifts will be used to sustain and grow ministry.
- Make it personal, connecting legacy with values and faith.
This is not just a financial appeal — it’s an invitation to partner in securing the church’s mission for generations to come.
A way to make a difference
Too often, people assume planned giving is only for the wealthy, for older generations, or for those who already have wills in place. But planned giving is for anyone who cares about the church’s future. Donors want to make a difference, and the church must be ready to show them how their legacy can help it thrive for generations.
When those two align, planned giving becomes less a burdensome task to take on — it becomes an act of faith, gratitude, and vision.
