Endowments

By Tom Patterson
Especially in these difficult economic times, when every penny counts, an effective church audit is a necessity and no longer an option.
Getting the structure of your endowment right is often the key to its success.
By Ken Quigley
Swimming naked, you say? How is that like using endowment income for operating needs? Answer: No one notices ‘til the tide goes out.
This webinar focuses on the basics of planned giving, how it differs from annual stewardship and capital campaigns, how your parish can build endowment through life income gifts, and you will have a plan of action by the end …
By Lynn Mander
Key issues congregations should consider when planning for and creating an endowment.
This webinar reviews basic principles and best practices for endowment management. You will examine important, and easy to use, documents to use for structuring your endowment and for clarifying its purpose. Participants will…
This webinar will look at how your investment policy statement, spending rules, and asset allocation are intimately related. Vestries, finance committees and other leaders in Episcopal churches and organizations are called up…
This workshop reviews basic principles and best practices for endowment management.
By Ken Quigley
Two stories, one problem. Both were small churches. Perhaps they thought they were too small to have an endowment fund. Or perhaps they thought the vestry would deal with a major bequest when the time came. In both cases, the…
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.
Getting the structure of your endowment right is often the key to its success.
By Jerry Keucher
In bad times and good, the principles that vestries should follow in their fiduciary oversight of long-term investments are the same. Especially when the markets are down, it is essential not to lose your head.
By David T. Leibell
Healthy endowments play a significant role in the long-term stability of a church. Part of the stewardship responsibility of a vestry, therefore, is to understand the rules associated with the proper administration of endowme…
This webinar reviews basic principles and best practices for endowment management.
By Fred Osborn
How do you manage your parish’s operations when the value of the endowment shrinks?
By Rees Olander
The latest saying making the rounds is, “Never waste a good crisis.” And with good reason, for whether congregations find their budgets funded through pledges or endow- ment income or both, vestries are facing hard financial …