The Foundation helps Episcopal dioceses, congregations, and church-related organizations organize their endowments, invest them well, and then grow them through planned giving.
Getting Organized
Whether you are just getting started, or you need to refine and update current policies, the Foundation will evaluate your endowment structure and share sample policies and guidelines.
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Getting Invested
The Foundation partners with State Street Global Advisors, one of the largest managers of charitable assets in the world, to provide a full range of investment options in all major asset classes and across the risk/return spectrum.
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Growing Your Endowment through Planned Giving
The Foundation will work with your planned giving committee to create awareness and support for your endowment through direct mail, legacy societies, seminars, special events, and other activities.
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