Planned Giving Strategies for Congregations

Planned Giving Strategies for Congregations

These resources are recommended by Center for Congregations workshop presenter fundraising leader and congregational consultant Rob Henson. Henson facilitated the workshop Planned Giving Strategies for Congregations in October and November 2015 and March 2016. For additional resources, contact the Center at 866-307-2381 or check out the Congregational Resource Guide at

Henson, Rob. Exploring the Art and Strategy of Fundraising (blog). Accessed October 13, 2015.
Rob Henson is a certified fundraising executive (CFRE) and has worked in the fundraising field for 14 years. He has worked with more than 200 clients and conducted more than 80 capital campaigns. In this blog, he addresses trends, topics and tips for planned giving. Henson also provides training, speaking and consulting upon request.

Local Church Planned Giving Manual. Fourth edition. The Financial Development Ministry of the Office of General Ministries, United Church of Christ.
This resource was created to help congregational leaders in developing planned giving ministries. It is a resource from the United Church of Christ but can be useful to a variety of congregations. Your own judicatory or denomination may have a similar resource available.

Rosen, Michael J. Donor-Centered Planned Gift Marketing. Hoboken, NJ: John Wiley & Sons, Inc., 2011.
Michael Rosen is considered by some to be the father of modern planned giving strategy in America. This work is intended for large institutional development operations, but it does provide some great advice and strategies that are adaptable to congregations. This book not only offers information on marketing for giving but also offers practical tools in the form of worksheets and checklists.

Sharpe, Robert F., Sr. Planned Giving Simplified: The Gift, The Giver, and the Gift Planner. Second edition. The NSFRE/Wiley Fund Development Series. Second edition.  New York, NY: John Wiley & Sons, Inc., 1999.
This book simplifies planned giving into its three basic parts of planned giving (the gift, the giver and the gift planner) and then treats each in detail. Robert Sharpe, Sr. argues that successful planned giving depends not only on understanding development in general, but also commitment to long-term relationships with donors. Sharpe is the director of the National Planned Giving Institute at the College of William and Mary.