Endowment Management
Endowment Funds: Design and Management
If you wish to establish an endowment fund for your congregation or organization, there are a good number of points that should be considered.
With regard to design and policies, there is no need to re-invent this wheel. To view model policies that you may modify to suit your circumstances, see the following attachments:
To learn how about recent changes in state regulations concerning endowment funds, see the following documents:
Comparison Between Old and New Laws
An alternative to managing your own endowment fund, is to place the funds with the Diocese of California, or a community foundation, or the Episcopal Church Foundation.
Email the Rev. Richard Schaper, Gift Planning Officer (
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), with your questions about endowment funds.