Planned Giving Conversations for Portfolio Managers

Through the Faith-Based lens

A portfolio manager in a diocese or large parish ministry usually finds, exactly as this module predicts, that a third of the households already in active cultivation have given every signal of legacy readiness and have simply never been asked; years of faithful pledging is the loyalty signal this module says predicts a bequest better than any capacity estimate. A blended ask fits naturally into a capital campaign for a building or ministry expansion, a current multi-year pledge alongside language about continuing support through an estate plan, framed as one gift with two parts. Coordinating with a family's attorney here sometimes means also respecting a spiritual adviser's role in the decision, and the module's rule, offer, never insert yourself, applies to both.