VIRTUAL 

2025
PHOENIX, AZ 
DATES  PENDING 

The Essential Program to Provide Future Financial Resources
for America's Catholic Institutions.

An Invitation from the Director:

As I'm sure you know, our Catholic institutions were blessed for many years with a "Living Endowment" of sisters, priests and brothers. Through their lifelong service and contributions, they "endowed" our Catholic institution.

Today, Catholic institutions are challenged to provide even greater educational and ministerial programs with annual budgets growing larger and larger.

Meeting those needs requires financial resources.

Traditionally, our support has come from annual appeals, offertory income, campaigns, fundraising and most recently from professional development program efforts.

For the most part, the source of this support has come from donors' "incomes" rather than their "assets."

In short, the future of our Catholic institutions lies in educating our Catholic community to give from their assets through the concept of Planned Giving.

The future, without Planned Giving, will not allow us to rely on endowment and major gift income when needed.

Planned Giving will provide our Catholic schools, parishes, dioceses, seminaries, religious communities and agencies with a confidence for the future.

As individuals, we all have "checking accounts" and "savings accounts." Too often, our Catholic institutions exist only on their "checking accounts." Endowments and major gifts through Planned Giving will build up our future "savings accounts" for Catholic parishes, schools, dioceses, seminaries and religious communities that are so important to the future.

Demographics now predict that 11 to 17 trillion dollars will pass between the generations in the next 10 years.

Professional Planned Giving programs have been successfully employed by colleges, universities and hospitals for many years. They have received major gifts from some of our own Catholic donors who would be likely to consider Planned Gifts for our institutions if we had our own Planned Giving program in place.

We approach this work as a Ministry of Planned Giving. Your attendance can begin or advance your Planned Giving program by working with a nationally recognized faculty. Each and every one of us on the faculty enjoys particular pride in taking a vested interest in you as a participant through the three day program and, hopefully, beyond.

It will be my distinct privilege to welcome you, personally, to the NATIONAL CATHOLIC PLANNED GIVING SEMINAR with spectacular Hilton Hotel accommodations in Phoenix AZ, in 2025. If you have any questions or need further information, please call us TOLL FREE 1-800-426-8198. See you in Phoenix.

Sincerely,

Richard P. Garrigan
Executive Director

WHO SHOULD ATTEND?

• PASTORS
• DEVELOPMENT DIRECTORS
• PRESIDENTS
• PRINCIPALS
• FINANCE OFFICERS
• CHANCELLORS
• SUPERINTENDENTS
• PROVINCIALS
• DEVELOPMENT BOARDS
• PLANNED GIVING OFFICES
• FINANCE COMMITTEES
• PARISH BUSINESS MANAGERS
• ENDOWMENT TRUSTEES
• ALUMNI DIRECTORS

MR. RICHARD GARRIGAN is the Executive Director of CODES (Catholic Organization of Development Executives) and President of Richard P. Garrigan & Associates, a national consulting firm providing development management counsel exclusively for Catholic parishes, secondary schools, elementary schools, dioceses, seminaries and religious communities. Richard has presented these concepts at All Hallows (DCU) College in Dublin, IRE.

REV. GREGORY SCHLARB is the Vicar for Stewardship and Development for the Diocese of Phoenix. Father Schlarb has been a pastor for more than 20 years of experience. He currently serves as pastor of Our Lady of Perpetual Help Parish and School in Scottsdale, AZ. Father Greg has implemented stewardship and development in three different churches in the Diocese of Phoenix. Father Greg is also a graduate of the Pastors National Development Congress--seminar experience seminar offering for pastors also provided by the Garrigan Group.

MR. NICK TAYLOR JD, is an attorney with the law firm of Fitzgerald, Schorr, Barmettler & Brennan in Omaha. He specializes in tax and estate law, and is a regular presenter to individual clients seeking estate and tax counsel, as well as to development directors and planned giving professionals.

MS. KIM JETTON, MNM is the Director of Planned Giving for the Archdiocese of Los Angeles. She has over 20 years of
experience in development and her office supports over 600
parishes and ministries within the ADLA. She holds a Master
of Nonprofit Management degree from Regis University. 

SCHEDULE

WEDNESDAY, 8:00 A.M. - 4:00 P.M.

• THE MINISTRY OF GIVING
• DEVELOPMENT CONCEPTS/OVERVIEW: Building the Case
• PARADIGM SHIFT: Income and Assets
• PLANNED GIVING AS STEWARDSHIP
• DONOR PROFILING AND RESEARCH
• ENDOWMENT AS PREREQUISITE
• FUNCTION OF PLANNED GIVING STAFF

THURSDAY, 8:00 A.M. - 4:00 P.M.

• TAXES AND GIVING
• IRA (Individual Retirement Accounts) GIVING--THE CHARITABLE GIVING EXPLOSION
• WILLS SEMINARS
• GIFTS OF PROPERTY
• GIFT ANNUITIES
• CHARITABLE REMAINDER TRUSTS
• GIFT OPTIONS FOR DONORS
• CHRISTMAS AND YEAR END GIVING

FRIDAY, 8:00 A.M. - 4:00 P.M.

• MARKETING PLANNED GIFTS
• WORKING WITH FINANCIAL PLANNERS, ATTORNEYS, ACCOUNTANTS
• GIFT THROUGH LIFE INSURANCE
• POOLED INCOME FUNDS
• MAKING GIFTS MEAN MAKING CALLS
• CHARITABLE LEAD TRUSTS
• PERSONAL FOUNDATIONS and DAFs (Donor Advised Funds)

DID YOU KNOW....

• The largest single gift your Catholic institution will ever receive will be a Planned Gift?
• Catholics are still the most affluent religious denomination in the United States?
• Planned Giving is not limited to only Wills and Bequests?
• Religious and educational institutions received more than 70 billion dollars in charitable gifts last year?
• A large portion of the population does not have a Will?
• 70% of all charitable giving comes from people who regularly attend church?
• Nearly 10 billion in charitable giving was made through Wills last year?
• Your donors are continually being asked to make Planned Gifts by colleges, universities, hospitals and other charities?
• Your Catholic institution will receive Planned Gifts as a result of professional planned giving programs?
• Donors will find large Planned Gifts to your endowment highly attractive?
• Your current donors will participate in Planned Giving while maintaining and even increasing their current giving?
• Institutions with a strong sense of parish, school or diocesan community generate many major gifts through Wills and other Planned Giving strategies?

By registering for the NATIONAL CATHOLIC PLANNED GIVING SEMINAR or calling TOLL FREE at 1-800-426-8198, you can begin the process of guaranteeing the future of your Catholic institution.

GENERAL INFORMATION

Airfare: Call Travel Faire at 1-800-992-8438.

Location: THE PHOENIX SEMINAR: March, 2021, will be held at the Hilton Phoenix East Hotel, 1011 West Holmes Avenue, Mesa AZ 85210. Special rates have been negotiated for THE SEMINAR, $159, Phone 1-480-833-5555 for room reservations. Hotel reservations must be made by March, 2021 to receive the special rate.

Participants should book their own room and reservations. Remember to mention THE NATIONAL CATHOLIC PLANNED GIVING SEMINAR to receive the special rates. These special rates are extended to SEMINAR participants two days before and two days after THE SEMINAR. (Savings may be realized when staying over a Saturday night.)

Tuition: Tuition for THE SEMINAR is $595. Special Team Rate (three) $1595. The complete tuition must be paid by March,, 2021..

eMail Registration: Credit card users may print the form below, scan, attachd and email to: [email protected]. 

Cancellations: A $250 service charge will be invoiced or deducted for any cancellation before March, 2024. Cancellations after indicated dates will receive a credit voucher for a future NATIONAL CATHOLIC PLANNED GIVING SEMINAR.

For Further Information, Please Contact: Richard P. Garrigan, Executive Director, Pastors National Development Congress, 16647 Farnam Street, Omaha NE 68118. Telephone toll-free 1-800-426-8198.
E-Mail [email protected].

A revolution in philanthropy is underway!

PLANNED GIVING IS MAINSTREAM NOW.

YOUR CALENDAR
 This Year...
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 DATES PENDING ......COVID

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