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Elements of A Successful Church Endowment Program

SUCCESSFUL CHURCH ENDOWMENT PROGRAMS
T. BRUCE WEAVER, JR.,TREASURER, THE P.E.E.R. NETWORK

INTRODUCTION

Free

Charitable Gift Annuity Flyer, Valley Presbyterian Foundation of Paradise Valley AZ

Charitable Gift Annuity Flyer

Free

Having The Faith to Have A Vision

Having The Faith to Have A Vision

Sermon by Rev. Dr. Stuart Broberg
Westminster Presbyterian Church, Alexandria, VA
HAVING THE FAITH TO HAVE A VISION
Luke 12: 13-31
November 3, 2000
PEER Network Conference

I. Introduction:

Free

A Guide to Selected Resources about Christian Styles of Giving

A Guide to Selected Resources about Christian Styles of Giving
Dr. Robert Wood Lynn
Address to the 12th Annual NAEPC Conference October, 1996

Members-Only

12-4-2-1 (times a year): A simple and effective marketing plan

12-4-2-1

A simple and effective
marketing plan for your
Endowment Fund Program

Rev. Peter D. Crouch
Presbyterian Church (USA) Foundation
1-800-843-9546

Twelve Times a Year…

Include a FACTUAL UPDATE in your church Newsletter. You could call it “Did you know?”

Wills Emphasis
 Did you know 70% of Presbyterians create a will by age 65?
 Did you know it is important to create a will?
 Did you know that you can include the church in your will?

Members-Only

Donation Acceptance Policy

Exhibit I
First Presbyterian Church
Endowment Donation Acceptance Policy
January 1, 2003

Purpose

The purpose of this Policy is to set forth the guidelines for accepting donations into the church’s endowment fund (the “Fund”), in order to achieve the following goals:

Maintain good relations with present and prospective donors to the Fund.

Avoid undue risk to the church that could result from accepting certain types of assets.

Members-Only

Endowment Investment Policy FPC Nashville

Exhibit II
First Presbyterian Church
Endowment Investment Policy
January 1, 2003

Purpose

The purpose of this Policy is to set forth principles and guidelines for investing the church’s endowment fund (the “Fund”) in order to achieve the following goals:

Maintain proper balance between the objectives of long term growth and income, with appropriate safety of principal.

Enable the maximum amount of spending that can be maintained, long term, without reduction of inflation-adjusted purchasing power.

Members-Only

How to Learn More, Insert for Bradley Hills Brochure Booklet

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Endowment Resolution FPC Nashville Exhibit A

RESOLUTION ESTABLISHING
FIRST PRESBYTERIAN CHURCH OF NASHVILLE
ENDOWMENT

PREAMBLE

Members-Only

Charitable Gift Annuity Letter to Congregation Members

Date

Dear ________________,

Have you wondered how you can support your church’s outreach as well as the ministry areas you care about most while maintaining – or even improving – the income provided by your financial assets? Consider a charitable gift annuity to support the work of ______________ Church and to continue or increase your own income.

http://www.presbyterianendowment.org - The Presbyterian Endowment Education & Resource Network