Category: Church Finance


Grants and Scholarships Available

Our annual grant cycle has begun and we invite you to apply for Foundation grants and scholarships.  Deadline for all is March 1. See our grants and scholarships page for more information. If you are a seminary student or know…

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Thanks for asking

My neighbor, Rick, loped up the driveway the other day and after a couple minutes of chit chat he said, “Hey I need to get that edger off of you this afternoon.” Now I don’t mind lending out my tools. …

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Gift Annuity Rates on the Rise

Gift annuities have always been attractive for donors.  They offer a great win-win, with individuals receiving a guaranteed income for life and their churches benefiting at the end of the donor’s life. Here at the Foundation we manage about 45…

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Unexpected Market Volatility

In the last week or so, stock markets have seen significant volatility, or change, and it has folks worried.  Stocks dropped about 6% early in the week.  Does a bad week make Chicken Little correct, maybe people wonder. The chart…

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Did your investments work for you?

For the year, 2017 was remarkable in the investment markets, with both stocks and bonds performing well. The Foundation’s investment options as of December 31, 2017 are summarized below: COMPARISON OF RATES OF RETURN AS OF DECEMBER 31, 2017 1…

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Information to share this week

First, let me acknowledge that this is horrible timing.  The last week of Advent is probably the worst time of the year to discuss tax-wise giving, but I strongly encourage you to share the information below with your congregation this…

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Responding to Harvey

They say the greater the need the greater response.  Right now the need in and around Houston is beyond comprehension and is matched only by the desire for folks to respond.  Here are some ways to help: Pray.  Pray for…

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What’s in your wallet (or checking account)

Politician Everett Dirksen is often quoted, “A billion here, a billion there, pretty soon, you’re talking real money.”   But what about trillions?  Like $10.7 trillion?  That’s $10,700,000,000,000.  Americans had $10.7 trillion in their checking accounts at the end of…

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Why 25 may be better than 5

When I work with churches to set up or revise their endowment funds, I usually suggest a 5% spending policy:  take the value of the fund on September 30 each year and make 5% of that available for the following…

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Reasons to have a capital campaign

I had a call from a pastor friend last week.  He thought we were going to talk about bequests and endowments.  We ended up talking about a capital campaign.  That was my fault. He called me excited that a member…

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