This course defines the establishment of an endowment, necessary policies, critical role of endowments for sustainability for the future and how to promote planned/estate giving for endowments. Ultimately the goal is not to have money in the bank but to enhance opportunities for churches in some settings to start new ministries and in others perpetuate mission and ministries no longer sustainable by the existing members.
In the workshop, participants will learn to:
1. Distinguish secular nonprofit endowments from those with a mission and ministry focus
2. Establish an endowment based on church polity
3. Set policies for investment, distribution, gift acceptance and borrowing
4. Select an investment manager
5. Understand the risks around endowment funds
6. Incorporate large group, small group, and individual strategies for cultivation
7. Utilize financial tools to grow endowments
8. Create an endowment plan
Participants are encouraged to continue training through personalized coaching.
Participants may take courses in any order over multiple semesters, but the recommended sequence is:
- Stewardship 101: Cultivating Generous Givers - Aug. 27, 2015
- Stewardship 201: Next Steps for Cultivating Generous Givers - Sept. 17, 2015
- Creating a Planned Giving Strategy - Oct. 29, 2015
- What, Why & How of a Capital Campaign - Nov. 19, 2015
- Endowment Strategies for Mission & Ministry - Dec. 3, 2015
Participants may take one, multiple, or all five seminars.
Participate in the interactive seminars at our Cleveland Center classroom or via webinar.
Rev. George D. Cooper, an ordained elder in the United Methodist Church with extensive fundraising experience, was named the Executive Director of the Council on Development for the West Ohio Conference of The United Methodist Church in November 2010.
As an elder serving in the East Ohio Conference, Rev. Cooper led his churches toward an understanding and implementation of a theology of stewardship as a key factor in their successful growth and health.
Rev. Cooper holds a Masters of Divinity from Ashland Theological Seminary and a Bachelor of Science Degree in Math-Physics from the State University of New York at Fredonia.. He and his wife, Rosemary (Dolly), relocated to the Columbus area. They have two grown sons and two grandchildren.