Guided Path

Church Endowment Trust

A 200-member congregation builds a perpetual endowment for ministry and benevolence.

Churches · Faith communities · Religious nonprofits~45 min · 7 lessons

What you'll walk away with

Design a perpetual endowment with split distribution + reinvestment
Set up trustee duties under fiduciary (UPIA) standards
Model how a benevolence fund pays out to members in need
Use governance voting for annual disbursement decisions

Progress · 0 of 7 lessons

Step 1 of 7

Meet the scenario

Mt. Zion Community Church has 200 members and wants to build a perpetual endowment. The goal: fund ongoing ministry, support a benevolence fund for members in hardship, and grow the principal so future generations inherit a stronger church.

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Educational simulator · Not legal, tax, or investment advice