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.


A GUIDE TO DEVELOPING CHURCH PERMANENT ENDOWMENT FUNDS (BROCHURE)

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 TRUSTEES (BROCHURE)

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.

 

ARTICLES FOR CHURCH NEWSLETTERS (ARTICLES)

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.

 

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.

 

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.

 

Planning a Christian Church Foundation Inheritance-Planning 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.

 

Starting a Successful Planned Giving Ministry (brochure)

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.

 

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.

 

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.

 

Why Create an Endowment (Brochure)

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

 

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).