Resources

Bringing Assets to Life

We are pleased to share these endowment and investment resources. Please also contact us directly if you would like to learn more.

  • Sample endowment policies – Please email [email protected] for a copy of our sample endowment and investment policies including resolutions, an investment policy statement, and gift acceptance policies. We can help you consider how to adapt these policies for your church or organization or how to update or refine any existing policies.
  • Finance Resource Guide – This practical guide to church budgeting and financial communication includes basic endowment and investment information.
Associate Program Director
[email protected]
(212) 870-2841