Planned giving reviews

Planned Giving Reviews are a strategic initiative aimed at assessing and enhancing the financial contributions within your church community. These reviews help churches understand current giving patterns, identify areas for growth, and implement tailored strategies to encourage increased and sustained generosity among parishioners.

Benefits of Planned Giving Reviews
  1. Insightful Analysis: Gain a comprehensive understanding of your church’s financial health and the effectiveness of current giving practices. By analyzing existing donation trends, churches can pinpoint strengths and areas needing improvement.

  2. Customized Strategies: Develop and implement tailored strategies to boost financial support. This can include personalized communications, stewardship campaigns, and engagement activities designed to inspire and motivate parishioners to contribute more consistently and generously.

  3. Community Engagement: Foster a culture of generosity within your congregation. Planned Giving Reviews involve activities and communications that not only ask for financial support but also engage parishioners in meaningful ways, strengthening their connection to the church and its mission.

How to Get Started
  1. Gather Data: Collect and review current giving data to understand patterns and identify key donors. This includes reviewing past contributions, understanding the frequency of donations, and recognizing any seasonal giving trends.

  2. Engage with Parishioners: Communicate the importance of planned giving through letters, sermons, and community events. Effective communication helps to convey the church's financial needs and the impact of each donation.

  3. Implement Campaigns: Launch specific giving campaigns that encourage regular, planned contributions. Utilize tools such as the Parish Giving Scheme (PGS) to facilitate direct debit donations and ensure consistent financial support.

  4. Monitor and Report: Continuously monitor the progress of your planned giving initiatives and provide feedback to the congregation. Regular updates and transparent reporting build trust and demonstrate the tangible benefits of their generosity.

By conducting Planned Giving Reviews, churches can create a robust financial foundation that supports their mission and sustains their activities.

Who to contact

To speak to a member of the team, you can book a call here or email givingteam@bathwells.anglican.org and someone will be in touch. 

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