Services to Churches & Institutions

Church Endowment Development

Building a local church endowment fund today is one of the best stewardship decisions your church can make. Endowment Funds benefit churches by offering members opportunities to provide a future legacy for the church and their families.

An endowment fund is a permanent fund. It is like a savings account where only the interest and/or earnings can be spent. A Permanent Endowment Fund serves churches into perpetuity. While the original gifts grow through prudent investments, the church can use the earnings each year to enhance church ministries, outreach and care of facilities.

The United Methodist Foundation provides churches with the resources to establish and promote a local church endowment committee and fund as recommended by the 2004 United Methodist Book of Discipline.

Resources for creating and promoting a UM Church Endowment Committee and Fund are included here for your convenience. We are available to consult with your committee anytime on any of the following. Just click on each item to download and print.

Why Have an Endowment Fund?

Why Churches should establish a Permanent Endowment Fund?

Endowment presentation

Endowment Committee Authorization, Structure and Functions

United Methodist Church 2004 BOOK OF DISCPLINE guidelines

Uniform Institutional Management of Endowment Funds Act

Creating the Church Endowment Committee and Fund

Local church Endowment timeline

Checklist for Endowment Committees

Planned Giving Program Policy and Guidelines example

Tangible personal property policy example

Promoting Church Endowments