LCMS Ministry Endowment Funding
Resource Page

Welcome to The LCMS Foundation endowment fund resource website! The files on this website are designed and tested to help congregations and ministry organizations establish, promote, grow, and manage an endowment fund to assist their members in establishing Lifetime Plans for Giving to their family and the ministries they care about. This page will be updated often.

The LCMS Foundation gift planning counselors are ready to assist your congregation or ministry organization in strengthening ministry through an endowment fund.

Click here to find and contact your district's gift planning counselor.

Although these files have specific formats and designs, feel free to customize them to meet your ministry's needs. To download a file, click on the link and choose "Save" from the options box that appears and save the file to your computer.

 

 

Click on the booklet to open the file (requires Adobe Acrobat Reader)

If you would like additional copies of the electronic endowment fund booklet, right-click on the booklet and "Save Target As," then save the file to your computer.

   
Establish
Fund Establishment Forms:
Miscellaneous:
Custodial Agreement
Sample Personal Endowment
Endowment Custodian Fee Schedule
Sample Annual Progress Report
Account Investment Form
Personal Endowment/Memorial Application
LCMS Custodial Account Information Presentation
Sample Bylaws and Resolutions:
Individual-Family Congregation Agreement
Sample Bylaw One
Sample Bylaw Two
CFL, Inc. Files
Sample Bylaw Three
Endowment Policy Manual
Sample Resolution One
Separate Foundation Procedure
Sample Resolution Two
Sample Resolution by Voters' Assembly
Sample Bylaw Amendment
Sample Bylaw Sub Accounts
Promote
   
Bulletin Inserts:
Newsletter Copy:
PowerPoint Presentations:
Deferred Gifts
Donor-advise Family Gift Fund
God's Plan for Your Life
Estate Planning- To Your Congregation
Gift Annuity One
Calling of the Congregation
Estate Planning- Christian Preamble
Gift Annuity Two
Gift Development Planned Giving
Life Insurance
Gift Annuity Three
Transfer the Blessings Orientation
Retirement Plans
LCMS Foundation General One
Congregation Endowment Fund
Stock Gifts
LCMS Foundation General Two
Misc. Presentation Files
Trusts- Are You Single?
Unitrust One
Master Template
Trusts- Farmland
Unitrust Two
Seminar Evaluation Form
Trusts- Children Managing Inheritance
Transfer the Blessings Invitation
 
Trust- Rental Property
 
LCMS Foundation General One
   
LCMS Foundation General Two
Web Connection Files:
 
Donor-advised Family Gift Fund
Website Link Instructions
 
Gift Annuity
Dynamic Graphic HTML
 
Unitrust (straight-pay)
Dynamic Graphic TXT (code)
 
Transfer the Blessings Invitation
   
   
Grow
Manage
Gift Annuity Program Procedure
LCMS Foundation Annual Report
Gift Annuity General Information
Transfer the Blessings Booklet

If you have any questions or technical problems, please contact The LCMS Foundation Gift Planning Services (email) or at 1-800-325-7912 ext. 1681