RESOURCES FOR CHURCH LEADERS
As an Episcopal nonprofit, we are committed to empowering the lay leaders who oversee endowment and investment funds, and we are pleased to share these resources with you. Our guidance is rooted in the principles of sound endowment management plus our experience with hundreds of Episcopal organizations of all kinds from across the country. We update these materials regularly and would also be pleased to talk with you directly.
Sample Endowment Policies
These policies are the foundation for sound endowment management and include vestry/board resolutions, an investment policy statement, and gift acceptance policies. Please email [email protected] for a copy. We can help you consider how to adapt them for your church/organization or how to update your existing policies.
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