Endowment Fund Services

An endowment fund enables a church to support programs and ministries in perpetuity. It also provides tax benefits and a vehicle for donors to memorialize their loved ones. Services include:

• Assisting a church or organization to establish their own Endowment Fund Program using our step-by-step resource.
• Developing a plan to promote and encourage endowment giving.
• Assisting in the transfer of assets (stocks, bonds, insurance policies) to the designated organization.
• Meeting with endowment committees for ongoing reviews and evaluations.