Setting Up A Local Church Endowment Fund

Setting Up a Local Church Endowment Fund

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How to Set Up an Endowment Fund |How to Market an E.F. |Bulletin Ideas for Marketing

"Quick & Easy" -- How To Set Up An Endowment Fund

There are some simple procedures to follow and several areas where there are issues to be addressed and concerns to be considered.

The reason this procedure is recommended is to create as much of a sense of participation, or "buy in," as possible among all the members of the church at the time the endowment resolution is drafted. This is done in order to create the most positive feeling possible among the church members. After all, it is those members who will be asked to contribute to the Endowment Fund through their wills and estate plans. So you want to have them develop a solid identity with the process and the purpose of the endowment as possible.

An Endowment Primer for Local Churches

Click on this and discover all you need to set up a new local church endowment fund.

Need Help with Local Church Fund Raising?

"Quick & Easy" -- How To Market Your Endowment Fund

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BULLETIN and NEWSLETTER IDEAS

  • We’ll miss you when you’re gone, but…

    not entirely, if you leave a legacy from your estate to the First United Methodist Church endowment fund. You can keep on getting your missional objective done for Christ through this church long after you’re physically parted from us. We’ll remember with great fondness your work in and support of this church as your endowment fund contribution works hard, a long time into the future. Thanks for thinking about this. It makes a difference, and so do you!

  • How much is enough?

    For some people there’s never enough they can do to keep the First United Methodist church’s endowment fund growing. But others ask what a reasonably effective gift might be. The answer: if you give to our endowment fund an amount that is 20 times your average annual giving, that will be enough to ensure that your average annual gift will always be there for the church’s needs. Year in and year out, your gift will always be there. Thank you for thinking about this. It makes a difference, and so do you!

  • The Tax Man Cometh, but the Lord Requireth.

    That one-two punch is enough to make us think about next year’s income and what it can do for the cause of Christ in the world. After all, Wesley said that all we have is God’s and our job is to find ways that what we have can be used for God’s purposes. A gift to the First Church endowment fund would be nice. Perhaps you have some highly appreciated stock we could have? God would love you, and so would the church. And Uncle Sam will "second the motion" by letting you escape all that capital gain tax and giving you a charitable income tax deduction. Thank you for thinking about this. It makes a difference, and so do you!

  • "A penny saved is a penny earned,"

    said Ben Franklin. And Everett Dirksen said, "A million here, a million there; pretty soon you’re talking about real money." First Church’s endowment fund falls somewhere in between there. We’ll take your endowment gift and earn money on it; we won’t actually spend your gift amount, just some of the earnings, each year, remembering your generosity. If you and everybody else at First Church does this, we’ll soon have :some "real money" in that endowment fund. Thank you for thinking about this. It makes a difference, and so do you!

  • In the very, merry month of May...

    you could be planning that summer vacation trip. Have you checked your will or other estate documents to make sure they’re up to date? After all, if something happened to you, you wouldn’t want the state or some previous circumstances to dictate what would happen to your estate today, would you? And while you’re having your attorney make any needed adjustments, don’t forget to add in a contribution from your estate to the First Church endowment fund. That way you’ll keep getting your objective for Christ done through this church for years into the future. Thanks for thinking about this. It makes a difference, and so do you!

  • Mother, may I?

    That was a game we played as kids. And now we look back and remember our mothers. Chiefly we remember their hard work and frugality, as well as their generosity toward us. You can live out her legacy in your life by leaving a legacy to First Church’s endowment fund in your will. If you leave an amount that’s about twenty times your annual giving amount, it will ensure your annual gift for years into the future. It’s a nice way to remember our mothers. Thanks for thinking about this. It makes a difference, and so do you!

Let us know what your church needs, or send your questions or comments to
John G. Fike, CFRE, Executive Director of the UM Foundation
at johnfike@msn.com

For Additional Information "Click" on the buttons of following items:

Stewardship Strategies for Local Churches
Planned and Deferred Gift Strategies for Local Churches
Setting Up an Endowment Fund in a Local Church
An Endowment Tutorial with Biblical Background
Marketing Your Local Church Endowment
Investing Your Endowment Fund
Workshops That Come to Your Church
Go Back to UMF Home Page

Find out more

about Fund Raising from the Greater Detroit Chapter of the National Society of Fund Raising Executives (NSFRE), or the National Office of the NSFRE. Both sites offer a wide variety of training events, techniques, tools and services to help you learn more about fund raising for your local church.

United Methodist Foundation

This file was updated 12/30/2001