Services for Churches - Gift Planning and Endowment Services

More Endowment Resources

Resources Created by Local Churches

To view resources designed by local churches starting, growing and promoting permanent endowment funds, click here.

Other Endowment Resources

If your church has established a permanent endowment fund or a church foundation to receive estate and planned gifts, these resources will assist your leaders in managing the fund professionally:

• Duties of the Endowment Committee

Follow this “to do” list:

• Adopt a Gift Acceptance Policy
• Maintain accurate records of gifts and investment earnings
• Report annually to the congregation
• Invest in accordance with the Social Principles

Click on the links below to view these related documents:

• Sample Gift Acceptance Policy
• Sample Investment Policy Statement
• Sample Spending Rate Policy
• Sample Grant Request and Application
• General Council on Finance and Administration Investment Resources
  • GCFA Investment Guidelines
  • GCFA Sample Statement of Investment Policy, Objectives, and Guidelines

For other resources, contact a Texas Methodist Foundation endowment consultant by calling Charitable Services at 800/933-5502.

• Timeless Giving Wills Kit for Church Leaders
• Starting a Permanent Endowment
• Growing an Endowment Fund
• Seminars on Gift and Estate Planning
• More Endowment Resources
• Meet Our Consultants
• Gift Planning for Individuals

Do You Have a Dream for Your Church?

Join Our Mailing List