Resources

The Foundation provides free materials and consultations to congregations as they explore ways to be faithful stewards of endowment gifts left to their care. Staff can be contacted to visit with church leadership to help develop strategies for a planned giving ministry and to assist in crafting a permanent fund policy. To schedule a visit, contact the development officer who covers your area.

To check on the availability of these in printed quantity, call (800) 668-8016. 

Model Permanent Fund Policy

This is an example of a congregation's permanent fund policy that outlines what the permanent fund is designed to do, who is responsible for oversight, how distributions are to be made and how gifts are to be handled. It is available. Brochure (Word doc) and a (pdf).

Starting a Successful Planned Giving Ministry

This brochure discusses the value of a planned giving ministry and the proven successful strategies that will encourage individuals to include the congregation in their estate plans. Brochure (pdf)

Why Create an Endowment

The small booklet discusses both the theological and practical implications of an endowment to enhance the congregation's future witness. Brochure (pdf)

A Guide to Developing Church Permanent Endowment Funds

This brochure takes congregational leaders through the steps necessary to create an endowment that will enhance the church's ministry without detracting from the annual giving emphasis. It also includes ways to acknowledge estate gifts when they arrive. Brochure (pdf)

A Guide to the Role of Endowment Fund Trustees

As caretakers for legacy gifts, these individuals play a vital role in encouraging and mentoring legacy giving, as well as oversight of endowment assets and preserving donors' intentions. Brochure (pdf)

The Value of Starting a Legacy Society 

Recognizing donors and their gift "intentions" is a vital tool in creating a culture in which faithful members consistently bless the church with legacy gifts that reflect their love for their church family. This brochure discusses the importance of this and suggests guidelines congregations may want to consider. Brochure (pdf)

Articles for Church Newsletters

These articles are designed for church newsletters to help promote planned and legacy gifts to the congregation. The articles can be customized by inserting the congregation's name where appropriate. Articles cover estate planning, life-income gifts and ways to endow a donor's pledge.  Articles (Word doc)

Managing Estate Gifts

Gifts from donors’ estates are a special blessing. These gifts are often their final testimony that the church is called to stretch and serve many future generations. In all of the work that we do, however, one paramount consideration deserves special focus: We must make it a priority to understand and to honor any donor restrictions on gifts made to the church. Brochure (pdf)

Planning a Christian Church Foundation Inheritance-Planning Seminar

This brochure outlines suggested steps to make a seminar successful in your congregation. Brochure (pdf) 

Protecting Congregational Assets

This paper was developed in response to questions about congregations feeling "under attack" or worried about takeovers. Brochure (pdf)

2016 Treasurer's Handbook

This booklet contains a compilation of helpful tips and instructions for those involved with finances in the local congregation. It was compiled by the financial ministries of the Christian Church (Disciples of Christ). English Handbook (pdf)

Sacred Stories - Continuing a Congregation's Legacy of Ministry

This booklet helps congregations as they cease their visible ministry but seek to continue their legacy of faith and witness to future generations. (pdf)

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Celebrating All Saints Day: Resources for Congregational Ministry and Worship

This booklet provides key resources to help pastors and congregational leaders use All Saints Day -- the first Sunday of November -- as a way to honor the legacy and memories of those faithful Christians. This guide contains worship outlines, sermon helps, suggested scriptures and songs, communion meditations and litanies designed to enhance the congregation's worship on this important Sunday. Download the pdf.