This helpful resource for your planned giving program, brought to your by the Lutheran Community Foundation and Thrivent Financial for Lutherans, includes the following sections:
What is an Endowment?
General information about endowment funds and how they work, as well as information to help your congregatin decide if creating an endowment fund is appropriate.
The Mechanics of an Endowment Fund
More detailed information about how endowment funds can be set up an managed. A "decision tree" is included to help you find a management structure for the endowment that best suits your congregation's mission and needs. Sample bylaw and mission statements are included as well.
Marketing the Endowment Fund
A guide for creating your marketing plan, a list of potential marketing techniques, and a guide to roles and respnsibilities in the endowment process.
Giving to the Endowment Fund
Detailed information on how to make gifts to an endowment fund and how to determine which types of gifts are appropriate in a variety of circumstances.
Endowment Fund Resources
More about some of the organizations, products and services that you can use for creating your endowment and investing its assests.
FAQ
Answers to 13 frequently asked questions from organizations or potential donors when setting up an endowment.
CongEndowmentGuide.pdf