Help from The Episcopal Church Foundation
in West Texas

Help for Congregations

Individual congregations can use the expertise of the Foundation in a variety of ways.

Investment Services

One of the ways is to engage the Foundation to invest endowment funds on behalf of the church. The church retains full discretion regarding distributions from its separate investment account.

Advantages of this approach are:

Independent selection of professional investment managers
Regular monitoring of performance
Administration and oversight
Investment decisions removed from local church influences
No fees payable to the Foundation

Consulting Services

A church can use the consulting services of the Foundation to assist in creating a legacy stewardship program for the church if a program is not already in place. Also, the Foundation is available to consult with a church vestry or committee about their existing investment program even if the church decides to continue handling its own investments.

Help for Individuals

The Foundation is available to work directly with individuals who may be planning a gift to the Diocese or their church.

These services include:

Assisting in refining objectives of the gift
Information about gift instrument alternatives
Discussion of tax implications of alternative instruments
Serving as trustee, if needed
Investing and administering gift funds

Contact Information

Dan E. Butt, Executive Director

debutt@aol.com

Nancy Stinson, Staff Administrator