Investing Wisely: Endowment Essentials

TCF held a workshop about Endowment Essentials. We have the recorded workshop available here. This video captures not just the presentation on the topic but also includes live audience questions and commentary, which bring real-world context to the discussion.

Key points discussed include:

• Understanding TCF’s role and how we support your parish’s financial objectives
• The significance of endowments and why they matter
• Core principles of effective endowment management
• Using planned giving programs to enhance the growth of endowments

These topics might resonate with your needs here as a parish, school, or organization in the Diocese of Pennsylvania. The interactive nature of this recording ensures a range of perspectives and real-time insights into the challenges and opportunities of managing endowments for long-term financial health.

Let’s dive in! Click below to watch:

Investing Wisely: Endowment Essentials

The Church Foundation is also available to visit your church and discuss topics of interest with your vestry and congregation. Contact us today to find out more.

Please consult with your financial advisor or accountant before making any investment decisions. The information provided is for informational purposes only and does not constitute financial advice.