“Planned giving” – Giving that is planned, not so much spontaneous. It may use the advantages of certain U.S. tax codes and legal documents. Planned giving is more intentional, emotional, and thoughtful.
“Deferred gift” – A donation to a charity that does not become active until the donor’s time of death.
“Intended” – Your intention is that a portion or all of an estate asset will happen, but the gift can be changed before death in your estate plans unless it is created through an Irrevocable Trust.
“Restricted” gift – You stipulate in your estate plans that the gift in your estate plans to your parish can only be used for certain purposes or at certain times. Whatever you like. Pastors prefer unrestricted gifts so the needs of the parish at the time of your death can be met, first.
“Constituent record” – Parishioners are “constituents” for the purpose of Raiser’s Edge, a Blackbaud software product that the Office of Stewardship and Development uses to store parishioner’s names, addresses, Leaven subscription, parish membership, and giving through appeals, and legacy society membership.