Planned Giving Office

Quarterly Report

December 2005

A Planned Giving thought:

Your WILL transfers your property to the people and organizations you choose.
Your neglect of WILL transfers your property to the people the government chooses.

As mentioned in my last Quarterly Report, one of my first priorities was to review and update the Planned Giving materials available in the Diocese. The Planned Giving pamphlet has been updated and distributed to parishes. Additional pamphlets and/or materials for the website are being developed.

The Planned Giving material on the Diocesan website has been expanded to include an electronic version of the Planned Giving pamphlet, a form that may be used to request added information, and the Planned Giving Policy and Guidelines document. Look under the Stewardship heading on the website to find the new material.

As also mentioned in my last report, a second priority was to prepare a Planned Giving Workshop to be delivered throughout the Diocese. Several workshops have been presented and several more are booked. If you would like one at your parish, please contact me as noted below.

Another initiative I have been working on is the Diocesan application to become a Pilot Diocese for Letting Down the Nets, a General Synod initiative that has four areas of emphasis: Stewardship Education; Proportional Gifts to General Synod; re–examining the four Annual Appeals; and, Planned Giving and Major Gifts. Background material was posted to the website under the Stewardship heading. A series of meetings led up to a day–long presentation to Geoff Jackson, Chair of the LDTN Steering Committee, and Rob Waller, a Committee member, on September 30th. Some of the material that was presented on that day has also been posted on the website under the Stewardship heading, in particular, a profile of our Diocese. The Bishop’s Charge to Synod in October contained several challenges that were reported at the September 30th meeting. Copies of the Charge have been widely distributed and it is also posted to the website under the 59th Synod heading.

If you have questions, want to schedule a Planned Giving Workshop, or want to talk about a planned gift, please contact me at the following: