In 2000 and 2001 the CUC developed high quality resources for congregations on endowment funds and planned giving. These materials are available for download below. They contain considerable useful information, though readers should be aware some portions may now be out of date.
Related Resources:
- Endowments by Design: Creating a Legacy of Faith and Trust (PDF)
(by Elaine Roberts, 33 pages, published in 2001) - Planned Giving by Design: Intentional Gifts That Endure (PDF)
(by Elaine Roberts, 20 pages, published in 2001)