Resources

Being a faithful steward is an act of obedience. We give you the resources you need to confidently and wisely make financial decisions. Download our free resources below. If you have questions or need more guidance with your financial decisions please contact us.


All Saints Day Worship Resources

The first Sunday in November is All Saints Sunday – a wonderful opportunity to celebrate the witness of the saints of our congregations. This resource book was designed to help you plan a meaningful worship experience.


Start a Successful Planned Giving Ministry

The Christian Church Foundation can help you implement proven, successful strategies that will encourage individuals to include the congregation in their estate plans.


A Guide to a Charitable Gift Annuity

This brochure explains how a Charitable Gift Annuity can work, the benefits of a Charitable Gift Annuity, and answers to frequent questions about Charitable Gift Annuities. 


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.


A GUIDE TO THE ROLE OF ENDOWMENT FUND TRUSTEE

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.


Why Create an Endowment

This brochure discusses both the theological and practical implications of an endowment to enhance the congregation's future witness.


MANAGING ESTATE GIFTS (BROCHURE)

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.


The Value of Starting a Legacy Society (brochure)

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.

 

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.

 

Model Permanent Fund Policy (brochure)

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.


A Personal and Charitable Financial Record

This document allows you to keep all of your personal and charitable records in one place. 


preparing for a planned giving Seminar (brochure)

This brochure outlines suggested steps to make a seminar successful in your congregation.


Protecting Congregational Assets (Brochure)

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

 

Sacred Stories - Continuing a Congregation's Legacy of Ministry (Booklet)

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

 

Tax Smart Giving

This brief booklet contains summarized ideas for legacy gifts in light of the Tax Cuts and Jobs Act of 2017. We encourage you to read and learn all that you can, consult your own advisors, and consider                                                                                        carefully how to be the best steward of your gifts. 


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).


Worship Resource - Litany for Endowment Donors

This document contains a litany to recognize endowment donors in a worship service.