“Catholic School Management has been instrumental in shaping where we are going. They've worked with us in development, advisory councils, marketing, recruitment and financial management. If you are looking to build a foundation so you can train yourself and go forward, then you couldn't go anywhere better than Catholic School Management.”

Director of Finance & Administrative Services, Diocese of Fort Worth, TX

Planned Giving

Helping Catholic schools and religious orders create or revitalize an affordable and effective planned giving program in today's challenging economic environment

Consulting services will help you:

• Assess your "readiness" for planned giving
• Build the "case" for planned giving
• Educate and involve your Board in support of planned giving
• Develop marketing strategies to inform and educate donors
• Identify your best prospects for planned gifts
• Develop strategies for cultivating and soliciting planned gifts
• Establish a bequest program
• Create a Legacy Society to encourage and recognize support
• Develop gift acceptance policies
• Provide follow-up to those seeking planned gift information
• Establish and guide endowment development
• Create a web presence for planned giving
• Engage professional advisors in support of your work