Visitas a instituciones

The wise Christian steward receives, man- ages, and passes on the gifts of God. There are many giving opportunities. The options to do good through support of ministries in which you believe are numerous, however “permanent gifts” must be well-planned in order to carry out the wishes of the donor in the future.

The United Methodist Foundation and its Local Endowment Fund Program provides opportunities for making charitable gifts to your local church or other Methodist minis- tries through immediate, life income, or de- ferred gift plans. Terri Turner, Executive Director of the United Methodist Founda- tion, offers assistance in establishing new Endowment Funds in the local church as well as assisting churches who have already received permanent gifts to manage these gifts in the most productive and efficient manner. The United Methodist Foundation is uniquely qualified to offer expertise in the investment and management of these gift funds to enhance the stewardship programs of the church.

In developing a new Endowment Fund Program in the local church, the Foundation provides this service through a series of steps/meetings. This process is monitored by the Executive Director of the Foundation and the Foundation’s Committee on Wills and Endowments.

STEP 1: Introduction to Endowment Fund Pro- gram

The most important factor in a successful program is a commitment from the pastor and the lay leaders of the church. In this meeting we discuss the bene- fits of an Endowment Fund Program to the future of the church and the benefits to the church members. We also discuss other churches in our Conference who are in various stages of endowment planning and the role of the United Methodist Foundation in this planning process.

STEP 2: Establishment of Endowment Com- mittee

The committee responsible for this program should be clearly defined. If a “Wills and Legacies Commit- tee” exists, the Foundation’s director will work with this group in carrying out the program. In most cases a new “Endowment Fund Committee” is estab- lished through a Charge Conference resolution which we provide.

STEP 3: Development of Endowment Fund Document

The key to financial stewardship is the presentation of a clear vision of the ministry and mission of your church. The Endowment Fund document details the purpose of the Fund, the uses of the Fund, as well as the administration and investment of the Fund. This information gives your church membership an un- derstanding of how they can support this vision through participation in this Fund.

STEP 4: Ongoing Promotion of the Endowment Fund Program

The “Endowment Fund Program” is a service more than a fund raising effort. By educating the church members on the service, those who want to give will know how their gifts will be used to accomplish God’s plan in their lives. Through brochures, educa- tional workshops, mail-outs, and speakers, you can share this service with your church and community. The United Methodist Foundation is available to assist your church in establishing a new program or in reviewing and restructuring an existing gift pro- gram. Please feel free to use the Foundation as a resource in strengthening this new level of Christian stewardship in your church.

N ame _______________ ________________________________________________________________________ A dd res s _____________________________________________________________________________________ Tele ph on e ___________________________________________________________________________________ L ocal C hu rch ______________ ________________________________________________________________________ TY P E OF SER V IC E R EQUEST ED: ________Addi tional I nf or mation on the E ndow me nt F und P rogr am ________A C onf ide ntial C ons ulta tion t o Dis cuss E state P la nning a nd Gif t O ptions ________Addi tional I nf or mation on U nited Methodis t F ounda tion Se rvice s

How can I learn more about the Cupcake Memorial United Methodist Church Permanent Endowment Fund?

Simply fill out the form below and send it to us, or send the requested information to us in an email. We will get in touch and assist you to fulfill your plans.

Complete and mail to us at: Cupcake Memorial United

Methodist Church 123 Bonnie Meadow Lane Hometown NY 12345

--- [ ] I would like information on insurance gifts

[ ]I want to arrange a gift by will [ ]I want to arrange a living trust to benefit the endowment fund [ ]I am considering a Charitable Gift Annuity for the endowment [ ] I have arranged for a gift through:___________________ [ ] I would like information on how to make a gift of stock

Name___________________________ Address_________________________ City___________________ State____ Zip _______ E-mail ______________ Phone __________________________ Best Time to call: [ ] Day [ ] Evening You may reach the Church Office at

1-888-555-1212 Fax: (888) 555-1213

E-mail:

[email protected] To learn more about the exciting ways the earnings from this fund have been used over the last few years, contact the chair of the Endowment Committee, Ms. Susanna Wesley, through the church office.

You will be enriched in every way for your great generosity, which will produce

thanksgiving to God. 2 Corinthians 9:11

The

Cupcake

Memorial United

Methodist Church

Permanent

Endowment

Fund

Conserving the

Present and

Enabling

the Future

The Rev. Freeborn Garrettson, Pastor

Ms. Susanna Wesley, Endowment Chair

Why an Endowment Fund?

Costs for the operation of a church institution have increased dramatically in recent decades. Colleges have recognized this fact and developed significant endowments to ensure the ongoing operation of their schools. The same must be true for our local church. Putting aside funds today to produce earnings for tomorrow will enable the congregation to expand its ministry in the future.

What will this Endowment support?

The Cupcake Memorial United Methodist Church Permanent Endowment Fund supports two designated components as well as undesignated possibilities. The designated areas are a Missions Fund and a Property Fund. The Missions Fund will provide support for missions in and beyond the local church and community. The Property Fund will provide for maintenance, care, improvements or additions to, or construction of our physical facilities. Undesignated gifts will be used partly for the above needs and partly for

special needs and ministries determined by the church leadership.

How will this fund affect the Church Budget?

The endowment will not be a line item to be funded through the budget, nor will it replace ongoing ministries and obligations that are now in the budget.

What is the Spending Policy ?

Current policy calls for earnings distribution from the Permanent Endowment Fund to consist of 5% of the average balance of the fund during the last three years. Withdrawals will not be allowed to reduce the Fund below its historic dollar value. All earnings from restricted gifts will go to the component for which the gift was designated. Unrestricted earnings also will provide funds for creative ministries that emerge but could not be anticipated nor funded out of the regular budget.

How will the Fund be administered?

The Endowment Fund will be invested with and managed by the United Methodist Frontier Foundation. A committee consisting of the Pastor, the Chairperson of the Committee on Finance, the Local Church Treasurer, a

representative from the Board of Trustees

named by the Board of Trustees, the

Administrative Council Chair and four at-large persons nominated by the Committee Lay Leadership will acknowledge gifts and administer the fund. They also will publicize the uses of the earnings from the fund and recommend to the Administrative Council the uses of the undesignated earnings.

How can I make a contribution?

Donors can make gifts by will, by insurance, by stock or in a variety of manners. Gifts by will should be designated for the Cupcake Memorial United Methodist Church Permanent Endowment Fund. You may choose to restrict your gift, or a portion of it, to:

Missions Endowment Fund

This fund ensures outreach in our community and our world in the name of Christ.

Property Endowment Fund

For maintenance and expansion of the physical plant of our church.

Gifts that are not designated for one of the above funds will be added to the

S

W

B

1. UNCONDITIONAL TITHE

“I give to The Holston Conference of the United Methodist Church Foundation, Inc., ten percent (10%) of my estate to be used for Christian ministry in such manner as its Board of Directors deems best.”

2. BEQUEST OF RESIDUE FOR A SUGGESTED USE

“I give to The Holston Conference of the United Methodist Church Foundation, Inc., all the rest of my property, real and personal. I suggest that the principal and income be used for _______________________________________________.” 3. CONTINGENT BEQUEST FOR TWO SPECIFIC USES

“If any of the above-named beneficiaries should predecease me, then I give the property, real or personal, which each such beneficiary would have received had he survived me, to The Holston Conference of the United Methodist Church Foundation, Inc. with the earnings to be divided equally between seminary scholarships and retired minister pensions.

4. BEQUEST TO CREATE A NAMED LOCAL CHURCH ENDOWMENT

“I give to The Holston Conference of the United Methodist Church Foundation, Inc., (the sum of $___________ or ____% of estate or the following described

property) to establish THE JOHN DOE FAMILY ENDOWMENT FUND. The Fund

earnings, but not the principal should be used for building maintenance at _____________________________________ United Methodist Church located in _____________________________.