How to Raise Significant Financial Resources via a Planned Gifts Program

An Implementation Model for Religious Organizations

by L. Pendleton Armistead Ed. D



Book Details

Language : English
Publication Date : 10/23/2017

Format : Softcover
Dimensions : 8.25x11
Page Count : 302
ISBN : 9781462411924
Format : E-Book
Dimensions : N/A
Page Count : 302
ISBN : 9781462411931

About the Book

Demands of religious organizations are becoming even more diverse and complex. Many barriers exist that compromise a church’s ability to achieve its mission, much less, consider expansion of new programs and services. The majority of these barriers are tied to funding limitations.


Therefore, churches and related religious institutions are encumbered to pursue a variety of funding vehicles necessary to acquire additional resources to support strategic growth—vehicles such as a planned gifts program. In order to realize success, this type of fund-raising initiative must be systematic and sustainable. Thus, required is a step-by-step implementation model that is proven, formalized and systemic and that is volunteer-based and driven.


This manual is designed with the volunteer mind. It is meant to break down a big project into smaller and manageable pieces over a period of time and apply “best practices” to your unique church environment.


This planned gifts implementation model is designed for any type of church or religious organization that is interested in continued growth and development. The overarching outcome of this effort is two-fold – acquisition of significant financial resources and, more importantly, the ability of your church to advance its important work within and beyond its walls for generations to come.


Implementation of this program will secure significant resources that will enable your church to discern and resolve long-term needs—those that are planned and consistent with its strategic vision as well as those that are unforeseen at the present time.

About the Author

The Rev. Robert Sessum

With over 40 years in the Episcopal ministry, The Rev. Robert (Bob) Sessum has had numerous experiences from small congregations to corporate parishes.  His involvement in the larger church ranges from Provincial leadership to serving on the Anglican Consultative Council. In the local congregation environment, as serving as Rector, he was instrumental in leading a wide variety of successful fundraising and stewardship programs. Some of these include strategic planning and visioning, annual fund drives, major and targeted gifts campaigns, and a planned giving program resulting in capital development improvements and the establishment of endowments to support the on-going parish mission. Having retired from The Church of the Good Shepherd in 2010, Bob is actively engaged as a fund-raising consultant for religious organizations.


  1. Pendleton Armistead, Ed.D.

Pend has 30 years of experience in a wide array of resource development experiences within the educational environment.  His areas of expertise include strategic planning, resource development and advancement, and grant management and administration. During his twenty years as a consultant, he has directed over 30 campaigns, conducted approximately 50 feasibility studies and development assessments and raised over $250 million in support of community-based organization’s visions. Pend has been an active member of numerous national organizations and associations associated with fund-raising activities. He is currently the President and Managing Partner of a national-based consulting specializing in institutional advancement and resource development programming, The Armistead Group.