Endowment Services

Endowment Services

“The endowment is a lasting legacy by members or friends of the church to continue their giving after they’re gone for the ministry of the church. What I appreciate most about the foundation is the return on investment and knowing full well that (the endowment) is in good hands.”

- David Cruikshank, finance chairperson, Trinity United Methodist Church, Bradenton

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Planned gifts, such as bequests, life income arrangements and gifts of real property or other appreciated assets, can grow into substantial endowment funds that nourish and sustain local church ministries well into the future.

Churches can establish endowment programs to fund specific ministries, such as missions, scholarships, youth programs, and maintenance and improvement projects. Endowments may also provide general, undesignated funds for emerging needs.

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Our Endowment Programs

The foundation helps churches plan, organize and manage their endowment programs by:

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Assisting churches and conference agencies in establishing permanent endowment committees and funds.

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Investing endowment funds or other permanent funds on behalf of churches or related institutions through an investment management agreement.

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Serving as a trustee in the administration of charitable trusts that benefit a United Methodist institution, including providing professional management of trust assets, recordkeeping and reporting, and accounting and regular income payment to donors or other beneficiaries.

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Providing charitable gift annuities to individuals who wish to give a meaningful gift to their church, while retaining the security of regular income payments throughout their lifetime.

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