Episcopal Diocese of Dallas

Planned Giving Program for Parishes

Planned Giving Program for Parishes

Saturday, February 17, 2018

Location: Episcopal Diocese of Dallas, 1630 N. Garrett Ave., Dallas, TX US 75206

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Join us for a Planned Giving Program for Parishes

10:00 am - 3:00 pm 

Registration begins at 9:30 am

 

We invite you to attend one of these important workshops to review best practices in planned giving programs and to discover the best, next steps for your congregation. Whether you have an existing planned giving ministry and/or an endowment or not, you will benefit from the ECF's resources and teachings.   

The diocese and the Episcopal Foundation of Dallas underwrite this workshop in conjunction with ECF, so there is no fee to attend

Setting Up a Planned Giving Program for Your Parish

10:00 am - 12:00 noon

Take the mystery out of planned giving for your parish. Learn in easy-to-understand terms how planned giving differs from annual stewardship and capital campaigns, and how your parish can build endowments through wills and life income and other planned gifts. After a review of the planned giving instruments, you will learn about the importance of a parish vision and the importance of endowment structure and how to invite others to remember your parish through estate and financial planning. 

Boxed Lunch - no charge

12:00 Noon - 12:30 pm 

Using ECF Resources and Planning a Legacy Society for Your Parish

12:30 pm-1:30 pm

Join us to learn how to use the resources provided by ECF's new toolkit Planned Giving on Demand and other resources to encourage new gifts to support your parish's future through estate and financial planning. We will also review how to create and sustain a Legacy Society to encourage giving to your parish for decades to come. You will leave the workshop with a plan of action. 

Private sessions from 2:00 pm - 3:00 pm with parishes needing extra assistance are available. Advance sign up is required. 

To register for either workshop, please contact Kim LaNore ( or 214-826-8310 at the diocesan offices.