Catholic School Planned Giving

Ensuring long-term sustainability through a legacy society

About The Book

Are you concerned about the long-term sustainability of your Catholic school?

Although many Catholic schools are struggling, there is an opportunity to enhance operational vitality through the establishment and growth of planned giving societies. Alumni and former parents who understand the value of Catholic schools want to see them thrive.

This book provides schools with a flexible framework for developing a legacy society that recognizes planned gifts and endowments.

It’s written to help staff, pastors, board members, and other lay leaders establish a planned giving society at their school. In it, you’ll find valuable resources and examples of how your school can succeed in creating a legacy of charitable support.

What’s inside?

Catholic School Planned Giving features 11 insightful chapters and covers a full range of information to help your school develop or enhance a planned giving society.

The book also includes a rich collection of resources like sample templates, letters, and agendas to help parish leaders implement the book’s guidance and create a successful planned giving society. These resources include:

Planned Giving Society Development and Implementation Checklist

Sample Meeting Agenda for Reviewing Current Development Efforts

Sample Meeting Agenda to Discuss Planned Giving Society Readiness

Development Committee Sample Charter

Sample Brochure and Website Text

Sample Planned Giving Society Interest Letter

Sample Planned Giving Society Thank You Letter

Sample Planned Giving Event Letter

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About the author

Dr. Tad Dickel is a strategy, leadership, and organizational development consultant who serves as President of T.A. Dickel Group, LLC. He specializes in strategic planning, leadership coaching, and creative problem-solving, and he works with a wide variety of organizations.

With a career that began in education, Tad has served as a Catholic high school president, principal, and teacher. He is an adjunct faculty member in Catholic School Leadership at Creighton University, and he holds a Ph.D. in educational leadership from Indiana State University.

Tad and his family reside in Evansville, Indiana. He is available for coaching, consulting, and speaking engagements.