Services for Churches - Gift Planning and Endowment Services

Resources Created by Local Churches

The following Permanent Endowment Fund documents and promotional resource examples were developed by local churches:

Brochures for Marketing Your EndowmentPDF icon
Pastor Letter Launching Endowment FundPDF icon
Sample Investment Policy StatementPDF icon
Sample Spending Rate PolicyPDF icon
Sample Grant ApplicationPDF icon
PowerPoint Slides for Promoting Your EndowmentPDF icon
Promotional Plan for Growing EndowmentPDF icon
Timeline of Promotional ActivitiesPDF icon
Sample Newsletter ArticlePDF icon
Weekly Newsletter BlurbsPDF icon
Bulletin One LinersPDF icon
Gift Acknowledgement CardsPDF icon
Guidelines for Making a Testamentary GiftPDF icon
Seminar Publicity WordingPDF icon
Wills and Estate SurveyPDF icon
Wills and Bequests SurveyPDF icon
Legacy Sunday Worship BulletinPDF icon
Legacy Society InvitationPDF icon
Endowment Celebration Luncheon InvitationPDF icon
Endowment Launch AnnouncementPDF icon
Announce First Endowment GiftPDF icon
Legacy Team PresentationPDF icon
 

These are sample endowment materials produced by local churches in Texas to promote transformational giving in their particular church environment. Please be advised that they are not intended as legal, financial, or accounting advice but as examples to guide churches in creating materials that match the specific requirements and needs of each church. Consult your accountant or attorney for accounting or legal counsel.