Sample Endowment Documents

The following policies and guidelines are offered as examples of documents parishes will have to use in establishing a gift-planning program. They should be understood and adapted according to each parish’s needs and circumstances.  The diocesan Episcopal Church Foundation in West Texas is available to help your endowment committee develop these documents.

1. Vestry Resolutions more...
   

2. Plan of Operation (page 2-4 of Resolutions above)
   

3. Policy Regarding the Disposition of Bequests more...
   

4. Designated Funds more...
   

5. Investment Guidelines more...
   

6. Spending Rules more...
   

7. Gift Acceptance Policy more...
   

8. Legal Concerns in the Establishment of Endowment Funds more...
   

9. National Committee of Planned Giving Code of Ethics more...