Episcopal Church Foundation Vital Practices - Blogs - Summer Checklist for Your Church’s Endowment Management

July 3, 2024

Summer Checklist for Your Church’s Endowment Management

Summer has arrived and it's an ideal time to focus on endowment and financial management tasks. With fewer activities and events at church, summer provides an opportunity to review policies, educate committee members, and plan for the fall. To help you make the most of the summer, we’ve created a Summer Checklist for Your Church’s Endowment Management. This checklist will help your endowment, investment committee, and vestry make the most of the summer months.