A permanent endowment fund says that the church is here to stay because it is planning and funding for the future.
Foundation staff understands the process for chartering a permanent endowment fund in the United Methodist Church, and we can help. One place to start is with our Endowment and Planned Giving Handbook . We suggest you also contact the Foundation. Foundation staff will be pleased to meet with you as you determine how to proceed.
We can also assist with developing policies for investments, undesignated or designated gifts. We can help you develop gift acceptance guidelines and procedures and spending policies.
When the endowment has been officially chartered, the Foundation has ideas and resources to encourage gifts to the fund. We can help you establish an ongoing Encouraging Planned Gifts that will help your permanent endowment funds grow.