February 18, 2020
Planned GivingEndowments
You Asked: What to do with an undesignated bequest?
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News
January 7, 2020
Investments
You Asked: Alternatives to CDs
Dear Foundation, Our church has several CDs maturing this year. We usually use a small portion of these funds to balance the budget, but we plan to reinvest most of the money.
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December 2, 2019
Stewardship
Year-End Giving Resources
December is one of the busiest seasons for church leaders, and it’s easy to put fundraising on the back burner. But the truth is, if you’re not making a year-end-appeal, you’re leaving money on the table.
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November 12, 2019
Planned Giving
Beyond Bequests: 3 Planned Gifts that Help Now
Most planned gifts don’t benefit the church until after a beloved member passes away.
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October 2, 2019
Investments
Investors for Opioid Accountability
There are three ways we use our money for good through Wespath. We invest in companies and projects that make the world a better place. We avoid certain sectors of the market for ethical reasons.
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September 3, 2019
Investments
6 Questions to Ask about Your Church's Investments
Ah, September: back to school. Home canning season. Pumpkin spice lattes.
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August 12, 2019
Stewardship
Jump into Stewardship Season
Photo credit: Simpson UMC It’s August! With people returning from vacation, Sunday schools starting up, choirs beginning rehearsal, and committee groups reconvening, our churches will soon be buzzing with activity.
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August 5, 2019
Investments
We Invest in #TransitionReady Companies
At the most basic level, money is a tool for expressing the value of things. We also believe it’s a tool for expressing the values of our faith. That’s why we partner with Wespath to invest money for churches and agencies.
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July 24, 2019
Planned Giving
Multi-Generation Generosity
Harland and Rose kept the money they earned in a household account. As a banker, Rose managed the family finances with precision. Harland, a WWII Navy veteran and carpenter, thrived on the art of the deal.
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July 1, 2019
Endowments
An Endowment as a Catalyst for New Life
“Faith Formation happens when our children and youth experience worship, engage in faith practices and discussions at home with family, and develop in a spiritual community that surrounds and supports them.
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June 18, 2019
Investments
Positive Social Purpose Lending Program
This month, members of our staff have traveled to all three of the Annual Conferences in our Episcopal Area.
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May 30, 2019
Planned Giving
8 Steps for a Planned Giving Conversation
We all know that planned giving is important for your church’s finances. Aside from regular, gentle reminders, the best way for your church to receive a planned gift is to ask for it.
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