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

Overview of Services

IRA Resources

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

Leave a Legacy Resources

Planned Giving Resources

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

Donor-Advised Fund (DAF)

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5×7 in.
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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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