Planned Giving Initiative (PGI)

Launched under the direction of Archbishop Joseph F. Naumann, the PGI helps parishes, schools and Catholic organizations build planned giving into their culture. Parishes have five years to put into place best practices that move them from Bronze to Diamond Planned Giving Status. By following CFNEK PGI guidelines parishes see measurable improvements in confirmed planned gifts.

Read more information on the Planned Giving Initiative on pages 25-26 of the CFNEK Annual Report.

Please download documents that are of interest below. If you do not find what you are looking for please contact us.

Planned Giving Initiative Guide (Parish)

Planned Giving Initiative Guide (High School)

How to Start a Parish Legacy Society

How to Promote a Parish Legacy Society

Ideas for Member Recognition

Catholic Legacy Gift Notification Form