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Professional Investment Management | Stock & Real Estate Transfers | Workshops & Resources

The Foundation can assist your church in the establishment of an endowment fund. Step-by-step instructions, training, sample policy formats and promotional information are available to help your church with long-term funding of its ministries.

We have expertise with several types of endowment funds, including...

  • Bequests
  • Charitable Remainder Unitrusts
  • Charitable Gift Annuities
  • Pooled Income Funds

plus other exciting ways to extend your charitable giving beyond your lifetime and each allows you to provide some financial security during your lifetime.

Start the process by downloading our form.

Have questions? We would love to hear from you.

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