An Endowment as a Catalyst for New Life

An Endowment as a Catalyst for New Life

Irv Marr wanted to see continued growth take place at Sand Point Community UMC. When setting up the endowment he wrote a letter to the Memorial & Endowment committee stating, “To be blunt and to the point, I would like to issue a ‘wake up’ call to create some new life in the church.” In face of competition for young families’ attention by nearby churches and little league teams, Irv wrtoe: “As they say on TV, ‘Let’s kick it up a notch’… Instead of waiting for them to come to us, we go after them.”

Since 2005, the Northwest United Methodist Foundation has been managing this endowment that was set up to benefit ministry to children and youth. Irv stated, “The funds generated from this endowment are intended to enhance the ministry of the Church, but not become a substitute for the financial responsibility of our members. It is our wish that the earning from this fund be used freely but effectively for youth work.”

Positive Social Purpose Lending Program

Positive Social Purpose Lending Program

This month, members of our staff have traveled to all three of the Annual Conferences in our Episcopal Area. Most recently, this journey took us to Eugene, just a few miles from a place where we can see our sustainable investment dollars are at work. Through our partnership with Wespath, some of the funds you hold in the Foundation’s diversified portfolios are invested through the Positive Social Purpose Lending Program. This program promotes affordable housing and community development for disadvantaged areas while seeking to deliver market-rate returns to investors. In Eugene, this program helped to finance the Apple Orchard Village Apartments. It’s a handicap accessible low-income apartment complex.

Which sustainable investment project is closest to your neighborhood? To view a map of some of the affordable housing built by this program, including across our episcopal area, click here. When you invest with us, your church’s endowment enriches your local ministry AND makes the wider world a better place.

8 Steps for a Planned Giving Conversation

8 Steps for a Planned Giving Conversation

We all know that planned giving is important for your church’s finances. Aside from regular, gentle reminders, the best way for your church to receive a planned gift is to ask for it. Over the past few months, we’ve shared how to identify top prospects and how to prepare to make an ask. (If you missed either of those articles, take a quick look and come back.) Now it’s time for our final article in this series, which shares our roadmap for the meeting in which you directly ask for a planned gift.

6 Characteristics of People Who Make Planned Gifts

6 Characteristics of People Who Make Planned Gifts

If your church appreciates the importance of planned giving and is giving its members regular, gentle reminders, you’re already ahead of the curve. But there’s one more thing you can do to greatly increase your church’s chances of receiving a bequest. You can identify those individuals in your church who may be most receptive to planned giving concepts and initiate a one-on-one conversation. This varsity-level technique is incredibly powerful. But what makes a person a good candidate for planned giving?  Excellent research has determined that in most cases…

8 Easy Planned Giving Reminders

8 Easy Planned Giving Reminders

Once you’ve decided to be more intentional about planned giving at your church, where should you start? The best way to help your church receive more major gifts and bequests is to give your congregation consistent, gentle reminders. You should aim to remind your members at least once per quarter. Here are eight easy ways to do that:

1. Add a footer to your letterhead that says “Please remember the church in your will.”