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Planned Giving Initiative Pilot Started

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Planned Giving Initiative Pilot Started Powered By Docstoc
					August 28, 2009

For Immediate Release

Contact: Lesle Knop, Executive Director, CFNEK, 913 647-0326,
lknop@archkck.org

Planned Giving Initiative Fosters Legacy Societies
        The Catholic Foundation of Northeast Kansas has launched the Planned

Giving Initiative, a program that fosters bequests to the parishes, schools and

Catholic organizations across the Archdiocese of Kansas City in Kansas. The

program has begun with nine pilot projects representing seven Catholic parishes,

one high school, and one Catholic college.

        “The Planned Giving Initiative grew out of the board’s conviction that

many Catholics are not familiar with the mechanics of leaving an estate gift to

their parish, school or Catholic organization,” said Larry Strecker, Topeka, Vice

President of the Board of Directors of the Catholic Foundation of Northeast

Kansas. Strecker chaired the task force that launched the Planned Giving Initiative

in the spring.

        Archbishop Joseph Naumann, Chairman of the CFNEK, said the Planned

Giving Initiative is an opportunity to inform Catholics of the importance of

remembering charity as they prepare their wills and estate plans. The pilot

parishes and schools that accepted the invitation to serve as pilots will cultivate a

culture of Catholic philanthropy within their parish/school. At the conclusion of

approximately 12 months, the results of their efforts will serve as “best practices”

to other parishes and schools.
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        The pilot parishes selected represent different regions and parish sizes.

Pilot parishes are: St. Gregory, Marysville; Immaculate Conception, St. Marys;

Immaculate Conception – St. Joseph, Leavenworth; Mother Theresa of Calcutta,

Topeka; Holy Spirit, Overland Park; St. Michael the Archangel, Leawood; and

Holy Cross, Overland Park. Donnelly College and Bishop Ward High School

were chosen to represent schools.

        Each pilot works to complete steps that were identified as critical to

making planned giving a priority within a parish and school community. Each

pilot will develop a plan to increase awareness of bequests and planned gifts

through marketing and activities which establish and grow a legacy society of

members who notify the parish or school that they are a beneficiary in their will,

trust or estate plan.

        Pilot parishes and schools strive to establish an endowment with the

CFNEK if they don’t already have a fund.

        “We are eager to encourage people to leave a bequest to the church,” said

CFNEK executive director Lesle Knop, CFRE. “A great deal of planning has

gone into the initiative.”

        The facilitator between the pilot organizations and the Foundation on this

project is Gary Pratt, Associate Director of Planned Giving for the Archdiocese,

who is a certified gift planning professional.
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       “People enjoy giving through bequests. Because the gift is made at death,

it doesn’t take away from their retirement planning and it is a great example of

faith to children and the parish community,” Pratt said.

       Individuals who name their Catholic parish, school or archdiocesan

organization in their will or estate plan are honored as members of the Catholic

Legacy Society. Those who choose to remain anonymous are able to do so.

Bequest language and the current list of Catholic Legacy Society members are

available at www.cfnek.org.

       Following the pilot initiative, the experiences learned will be used to

implement planned giving procedures across the archdiocese. For more

information about the Planned Giving Initiative, please call (913) 647-0325.

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