Church Endowments

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• A Manual on How to Build a Church Endowment. Includes suggested wording for the endowment document with ten bulletin inserts, and endowment investment policies guidelines. (Includes all items listed below). CE 201 – Available for the introductory price of $399

• Endowment Inserts for your church bulletin. Features wording for bequests and other planned giving instrument. (Included in the manual CE 201) CE 202 – Available for the introductory price of $199

• Planned Giving Tutorial is an ideal teaching tool for church members and appropriate boards. With nearly 100 pages this tutorial reveals essential information about each planned giving instrument and provides “most likely prospects.” CE 203 – Available for the introductory price of $299

• An Endowment Fund Investment Contract is an agreement between the church and a banking institution. It is “your” contract for the custodian of the church’s funds. CE 204 – Available for the introductory price of $99

• An Investment Manager’s Contract is when a congregation engages an investment entity such as a brokerage firm. This contract helps spell the terms and conditions of the account. CE 205 – Available for the introductory price of $99

• An Investment Advisory Contract is used when a congregation uses an Adviser to recommend investments to the brokerage firm and/or the banking institution. CE 206 – Available for the introductory price of $99

• Planned Giving Policy Guidelines are needed when a church establishes a planned giving program. It helps the congregation set procedures and policies. This guide is also helpful for investment management review. CE 207 – Available for the introductory price of $199