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If you want the best result you need to have a professionally directed planned giving program
A Catholic Bishop, the late Bishop Peter DeCampo of the Port Pirie Diocese in South Australia told me the story of a country Priest who was having some difficulty in overcoming objections from several parishioners about a planned giving program that was about to be held.
Planned Giving or a Chocolate Wheel
I never ceased to be impressed by the commitment and good sense of lay people with whom I’ve worked over the years. One such person was an Arthur Russell, Arthur was a leading businessman in Sydney who also served as Rector’s Warden in his church. When the Parish Council made their decision to proceed with the planned giving program there were those who were opposed to the idea and from all reports were quite vocal about it.
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Choosing a Theme
A theme helps to provide a focus for the Planned Growth Mission. The theme for your Planned Growth Mission may well be developed by way of the vision and goals of your program.
When is the best time to have a directed program?
The answer to that question is "as soon as possible" of course that will depend on - how long it is since the last directed program and the current financial position of the parish.