Parish Resources

The following materials have been designed to assist parishes in promoting, educating and spreading the word about giving through an IRA, how to leave a legacy, planned giving, donor-advised funds and promoting end of year giving.

Throughout the year, more resources will be added, updated and shared below.

If you have questions concerning the materials below, or need to request assistance, please contact the Catholic Foundation at foundation@dosp.org.

Overview of Services

IRA Resources

• 2021 IRA Sample Letter of Instruction for APA – Word
• 2021 IRA Sample Letter of Instruction for Diocesan Ministry, Outreach, Service – Word
• 2021 IRA Sample Letter of Instruction for parish use – Word

Leave a Legacy Resources

• 2021 Leave a Legacy Bulletin and Website Posts – Word
• Leave a Legacy Ad – PDF | JPG | PNG
• Legacy Planning Video Series
  • Pre-Planning | Burial, featuring Terry Young, Executive Director of Calvary Catholic Cemetery
  • Pre-Planning | Funeral, featuring Rev. Kevin Yarnell, Pastor of Sacred Heart Parish, Pinellas Park
  • Estate Planning Lecture Series | Part 1, featuring Laurie W. Valentine, Esq., Fisher & Sauls, P.A.
  • Estate Planning Lecture Series | Part 2, featuring Laurie W. Valentine, Esq., Fisher & Sauls, P.A.

Planned Giving Resources

• 2021 Planned Giving and Alternative Giving Bulletin and Website Posts – Word

Year-End Giving

• Bulletin Announcements Suggested Timeline – PDF | Word
• Bulletin Announcement Sample – Word
• Year-End Email Sample – Word
• Downloadable Year-End Graphics:

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