Endowment Activities

 

 

 

 

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Endowment Funded Activities:

Worship –

Mission –

Christian Education –

Building & Grounds –

Scholarship –

 

Investment Policies:

The Endowment has grown steadily over the years through generous giving and responsible investing. Carefully monitored by the Finance Committee, the Endowment is invested using a "passive" strategy, allocating investments to lower-cost, index funds balanced among major asset classes. Distributions from the Endowment are calculated using a method frequently employed by foundations and major university and hospital endowments. The distribution method smoothes the volatility of investment returns and market performance to provide a steadier and more predictable flow of funds for endowed activities. The principal of the endowment will always be preserved, and distributions may be suspended if the Endowment’s value falls below a minimum, inflation-adjusted level.

 

Giving to the Endowment: 
Direct contributions of funds or securities that would immediately enhance the Endowment and its programs are welcomed. Further, some people will choose to remember the Church in their wills through bequests to the Endowment, providing a benefit at a future date. Some potential donors may have a desire to make a contribution, but also have concerns for their current financial well-being or providing for their heirs. Because of the strong record of generosity in this country, especially to Churches and faith-based organizations, provisions exist in our tax code to encourage charitable giving. Through careful planning and with the help of a trusted advisor, additional options are available to for donors to give, benefiting the Church now, or in the future, that can be consistent with their long-term personal financial goals.

Direct Gifts

Please contact the Church Financial Secretary for wire or delivery instructions if you would like to contribute cash or securities to the Endowment.

Bequests - Specific language called a codicil can be added to your existing will, directing part of your estate to be left to the Church endowment.

Direct contributions from IRA’s - In 2008, taxpayers aged 70 1/2 or older may take required distributions tax-free directly from their IRAs to qualified charities.

Planned Gifts

What is charitable gift planning? With the assistance of a trusted tax-advisor (attorney, CPA, financial planner) donors are able to gift assets while securing certain tax benefits and income payments. The planning may involve the use of a charitable remainder trust, charitable lead trust or other gift planning instrument.