This workshop reviews basic principles and best practices for endowment management.
Using proper spending rules with your endowment is key to maintaining confidence and trust with your congregation and a key component of proper endowment management.
Do you know the laws that govern your endowment?
In the November Vital Practices Digest, we offer 5 resources for creating and growing endowments, practicing good oversight, and establishing year-round stewardship in your congregation.
A Legacy Society is not only a great way to encourage planned gifts, but a way for those who provide for the church to witness to their faith. Here's how to create an informational brochure and enrollment form.
By Deborah Kelly
Deborah Kelly writes about what it means to endow a pledge and shares her church’s successful, step-by-step campaign.
By Jerry Keucher
Jerry Keucher lists ways to recover and re-build your endowment, if you find that your church is over-drawing.
This webinar covers basic principles and best practices for Episcopal schools in endowment management, including basic definitions, endowment policies, and investment options.
By Demi Prentiss
Sometimes, the obstacle to creating an endowment is simply, “we don’t have the money.” In “Building a Legacy,” Demi Prentiss shares the story of how a smaller church, made smaller by a church split, found a way to build a leg…
How should you position your endowment/investment fund portfolio for 2017 with the advent of a new administration in Washington?
Join us to review basic principles and best practices for endowment management.
Five resources to help your congregation's efforts with planned giving, with the fifth resource suggesting a way to strengthen your practice of year-round stewardship.
By Ken Quigley
There are two basic ways of distributing money from your endowment fund: an “income-only” policy, or a “total return” policy.
Learn more about planned giving options and how they can benefit both you and your parish or favorite Episcopal charity.
2015 proved to be a volatile year for investments. How should you position your endowment/investment fund portfolio for 2016?
Are you overspending your endowment? How do you know?
Selecting the best person(s) to lead your planned giving efforts is an important step in building and sustaining your program.
Join us to review various tools for empowering your donors to give more generously to your Episcopal school.