Church Endowment Development
Endowments are the future funding of our churches’ programs and ministries.
The Foundation provides seminars and educational materials to educating church members on how they can effectively give to their United Methodist Church and better provide for their families.
Creating an endowment and planned giving program is helpful to those who want to live out their faith and have a long term vision for their church. Endowments make a statement that your church is of God and is here to the end of time. It says that you care about ministry today and into the future. Often members do not give simply because we do not ask. There are many creative ways to give to an endowment such as current planned gifts and those gifts designated in a bequest.
Building a local church endowment fund today is one of the best stewardship decisions your church can make. Endowment Funds benefit churches by offering members opportunities to provide a future legacy for the church and their families.
An endowment fund is a permanent fund. It is like a savings account where only the interest and/or earnings can be spent. A Permanent Endowment Fund serves churches into perpetuity. While the original gifts grow through prudent investments, the church can use the earnings each year to enhance church ministries, outreach and care of facilities.
The United Methodist Foundation provides churches with the resources to establish and promote a local church endowment committee and fund as recommended by the United Methodist Book of Discipline.
A list of resources for creating and promoting a Church Endowment Committee and Fund are provided for your convenience on this page.
We are available to consult with your committee any time. Contact us.
*Montana has a special tax credit aimed at endowment funds. To qualify for the Montana Tax Credit, the donor is required to give a qualifying planned gift to a Montana 501(c)(3) permanent endowment. The Montana tax credit is an incentive of 40% of qualifying contributions, up to a maximum of $10,000 per individual or $20,000 per couple for a qualified planned gift. To learn more, contact us at the Foundation. For more information, also see this page.
- UMChurch BOOK OF DISCPLINE guidelines
- UPMIFA: Uniform Institutional Management of Endowment Funds Act
Creating An Endowment Commitee & Fund