MISSION STATEMENT

           “To provide and promote planned giving opportunities that support the ministry and mission of both the church and the donor for local, regional, and international outreach and educational purposes into perpetuity.”

 

GIFTS

Gifts to the Calvary Lutheran Church Endowment Fund are held in perpetuity, generating investment income that provides a continuous source of support under the Mission Statement.   Gifts to the Fund can be in the form of monies, stocks, bonds, annuities, life insurance, real estate charitable trusts, and other convertible property.  Gifts can be give for a various reasons such as in memory of loved ones as a lasting memorial or to celebrate a special milestone.

 

DISTRIBUTIONS

Up to three (3) percent of the beginning of the year Fund assets are available for distributions each year.   All distributions are at the discretion of the Endowment Committee.

 

  • One-third of available distributions are for educational support for students in seminaries, Lutheran colleges, and for those institutions.
  • One-third of available distributions are for outreach that is consistent with the faith statement of Calvary Lutheran Church including local, regional, and international projects.
  • One-third of available distributions are for programmatic opportunities (such as special music, youth, etc.), which at the discretion of the Endowment Committee are deemed consistent with the purpose of the Endowment Fund in enhancing the mission outreach of the congregation and not covered by the budget.

 

REQUESTS FOR SUPPORT

Applications for support should be for one of the distribution categories.  Requests will be reviewed at the next scheduled Endowment Committee Meeting.  Please include the following information in your request:

 

  • Describe your organization. Does your organization of goals and measured outcomes for those goals?  If yes, please provide.
  • Describe how, when, and where the funds will be used and how it fits the distribution category.
  • Mail the request to Endowment Committee, Calvary Lutheran Church, 1750 N. Calhoun Road, Brookfield, WI 53005.