Services for Churches - Gift Planning and Endowment Services

More Endowment Resources

Click on the links below to view these documents:

• Sample Gift Acceptance Policy
• Sample Investment Policy Statement
• Sample Spending Rate Policy
• Sample Grant Request and Application
• Template for Planned Giving Brochure  


• Sample Articles  
  • “Did you know our church has an endowment fund?“
  • “Gone but not forgotten”
  • “Ever heard of Two-Step Giving?“
  • “Q & A - Charitable Giving”
  • “Take Stock”
  • “Do you have an IRA?“

• Consultation Services    

  • Investing 101
  • Endowment Management and Administration

A Texas Methodist Foundation consultant is ready to assist and train your endowment leaders.

• Gift Planning Programs
• Timeless Giving Wills Program
• Church Endowment Funds
• Seminars and Workshops on Gift Planning
• Transformational Giving Retreats
• Meet Our Consultants
• Resources

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