The Archdiocesan Office of Planned Giving and Development

The Archdiocesan Office of Planned Giving and Development provides crucial support to the Archdiocese; our parishes, missions, congregations; ministries, programs, and services; our seminary, monasteries, and other archdiocesan institutions by enabling philanthropic individuals to make major gifts through their overall financial and/or estate plans.  The primary role and function of the Office of Planned Giving and Development is to help donors with a variety of planned giving options including bequests in a will or trust, gifts of personal property, retirement assets, real estate, retained life estates, life insurance, charitable gift annuities, charitable remainder trusts, and charitable lead trusts.

The Office also provides Estate Planning Seminars throughout the Archdiocese, which are free and open to the public. These seminars are conducted at the parishes by our staff and volunteer attorneys, financial advisors, and tax professionals and offer general information on how to begin an estate plan, the components of a plan, and how structuring your plan can affect loved ones, taxes, and charities. The seminars also include information on the Orthodox Catholic teaching on Advance Healthcare Directives; provide forms needed to begin planning; and a certificate for a free consultation with our legal and financial advisors.

Donors who make a planned gift to any archdiocesan parish, mission, or congregation, to any archdiocesan ministry, program, or service, or to any other archdiocesan institution or entity become members of The Archdiocesan Legacy Guardian Society. Members of the Society receive a Certificate of Membership, a letter from the Archbishop, a member pin, and invitations to special events.

We invite you to become a member of The Archdiocesan Legacy Guardians Society today! For more information about how to become a member of The Archdiocesan Legacy Guardians Society, click HERE.

The purpose of the Archdiocesan Office of Planned Giving and Development is to create a community of support for the Italo-Greek Orthodox Archdiocese of the Americas and Canada; its parishes, missions, and congregations, its ministries, programs, and service, and other archdiocesan institutions and organizations.  By connecting caring donors with these Orthodox Catholic causes, we ensure that our parishes, missions, congregations, institutions, organizations, ministries, programs, and services have the funds they need to carry out their missions and apostolic and evangelical work

The Archdiocesan Office of Planned Giving offers expertise to enhance fund-raising activities. As a central resource, the Office of Planned Giving and Development ensures that activities are organized in a way that makes responsible use of donated funds and responds to the current and future needs of our Archdiocese and those it serves.

In accordance with the priorities of our Archbishop, we raise funds to:

• Enrich parish life
• Foster vocations to the priesthood, diaconate, and monastic life
• Form the minds, hearts, and souls of children with a solid foundational and enriching Orthodox Catholic upbringing and education
• Reach out to parishes, missions, and congregations in greatest need
• Provide shelter, food, and emergency care for those who are vulnerable
• Provide assistance and support to the homeless, especially to veterans
• Help men and women answer a call to vocation
• Strengthen families
• Advance lifelong faith formation
• Care for our retiring priests
• Promote a culture of life
• Nourish souls

Development team members are fund-raising professionals who embrace Orthodox Catholic values of integrity, respect, and responsibility.  The team creates and carries out campaigns to raise annual support, support special projects, meet capital needs, and build a network of legacy donors.  At the heart of the Archdiocesan Office of Planned Giving and Development is a commitment to donor choice, stewardship, and accountability as guardians of gifts to the Archdiocese.