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, and promoting year end giving.
If you have questions concerning the materials below, or need to request assistance, please contact the the Office of Stewardship and Development at stewardship@dosp.org.
IRA Resources
IRA Sample Letter of Instruction for Catholic Ministry Appeal
IRA Sample Letter of Instruction for Diocesan Ministry, Outreach, Service
IRA Sample Letter of Instruction for parish use
Stock Gifts
If donating stock, we request that the donor notify the Campaign Processing Office by email at stock-iradonations@dosp.org (PDF form click here) and provide us with the number of shares, the name of the stock(s)/security(ies) being gifted, which diocesan entity the gift is to benefit, and how you wish your gift to be applied. The mailing address is as follows:
Diocese of St. Petersburg
ATTN: Campaign Processing Office
P.O. Box 40200
St. Petersburg, FL 33743-0220
FOR DIRECT TRANSFERS (Broker to Broker) to the Diocese of St. Petersburg and all diocesan entities, please use one of the following authorized listed brokerages, please click here.
Legacy Giving Resources
Sample Letter of Intent for Legacy Gift
Planned Giving Resources
Planned Giving and Alternative Giving Bulletin and Website Posts
Year End Giving
Year End Giving Text to create personalized messages