an endowment is a gift to the future of your faith community.

  • Sample endowment charter

    Before you start an endowment, you need a charter that specifies how it will be organized and stewarded. This document, created by the National Association of United Methodist Foundations, was designed to be copied, adapted, and used in local settings.

  • Annual checklist and report

    It’s a good idea for your endowment committee to review how your investments are doing annually and report back to your congregation. Here are six questions to ask together, and a sample report to adapt for your needs.

  • Re-designation

    What happens when a potential use for your endowment is not consistent with your spending policy? Re-designating endowed funds improperly can jeopardize your 501(c)3 status. The Uniform Prudent Management of Institutional Funds Act (UPMIFA) can provide guidance.

articles about endowments

If you attended our September 28th webinar about endowments, here are the slides and notes from Julia’s presentation.