How do you explain complicated planned giving strategies to ordinary people who don’t have a wealth of financial knowledge? That was the heart of the challenge facing the Catholic Community Foundation, the planned-giving arm of the Archdiocese of Indianapolis.
The CCF manages endowments funds for parishes, charities, and other organizations with the Archdiocese, and its messages needed to compete for attention among the many appeals local Catholics received from those groups. Complicating the issue was the fact that planned giving strategies such as charitable remainder trusts and charitable lead trusts tend to be complex financial vehicles that senior citizens and others with money to give might find confusing or intimidating.