Endowment Resources:

       Sample Endowment materials include:

• Endowment and Investment Policy - Statement of Purpose

• Charter of the Permanent Endowment Fund

• A Resolution - Template for approval of the Charter and creation of a committee to manage the endowment

• Checklist for a Church Endowment Policy

Investment Resources:

• Note on Sustainable Income from an Investment Portfolio - Maximizing and stabilizing income while maintaining the purchasing power of your endowment

• Keys for Managing Existing Assets - A workshop outline

       Click Here to read about "Selecting a Model Portfolio"

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