Current Investment Performance

Endowments

Welcome to the Endowments page for the California-Nevada United Methodist Foundation. Developing and promoting an endowment fund may be one of the best stewardship decisions your church can make, benefiting both the congregation and donors who wish to make a permanent gift to future generations.

An endowment fund provides income in perpetuity for the mission and ministries of your church. While the principal is invested and continues to grow, your church can use a portion of its earnings each year for additional ministries beyond the unified budget.

On this page you will find resources for creating your own local church endowment fund. We also offer a variety of other resources that can help your church or agency create and grow an endowment fund, including our Endowment Development Service.


Overview

An Endowment Program For Your Local Church
Types Of Gifts & Use Of Endowment Fund Earnings
Local Church Endowment Development Process
Local Church Endowment Development Process Timeline

Why Have An Endowment Fund?

Why Endowments? PowerPoint Presentation
Local Church Endowments: For All Sizes Of Churches
Benefits Of An Endowment: Woodland UMC
Benefits Of An Endowment: Los Altos UMC

Endowment Committee Authorization, Structure, & Functions

Endowment Committee/Church Flowchart
2004 Book of Discipline Paragraph 2532.5 & 2533
How An Endowment Committee Works
Charge Conference Resolution Draft

The Endowment Fund

Checklist For An Endowment Fund Policy
Endowment Fund Policy Template
Total Return Spending Policy & Sample Draft
The Uniform Management of Institutional Funds Act (For California)

Resources

Endowment Handbook
Sample Mission & Purpose For An Endowment Fund
Endowment Development Program Survey
Inventory of Named Funds In the Endowment Fund
Sample Endowment Promotion: Orange Park UMC
Endowment Gifts Brochure - Apr. 08
Endowment Funds Brochure - Apr. 08
Planned Giving Brochure Order Form
 

 


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