Endowment
The Matthews United Methodist Endowment: Preserving a Legacy to Reach, Teach, Praise & Serve
The Matthews United Methodist Endowment Fund was initiated in 2017 with the aim of preserving our church community to reach, teach, praise, and serve others for future years. This fund enables the church's ministry to fulfill these objectives and serves as a means of leaving a legacy for future generations. It presents an opportunity to create a lasting impact that will benefit generations to come.
Join us on Wednesday evening, September 25, from 6:30 - 8:00 pm for our annual Endowment Celebration Dinner event, where we will commemorate the remarkable growth of the Matthews United Methodist Endowment Fund. Link to details and tickets.
Financial Highlights
The Matthews United Methodist Endowment Fund achieved a milestone in 2023, surpassing the $500M mark, and has continued to grow to $709,567 thanks to contributions from generous donors.
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- In 2023, the fund received a record-breaking sum of $161,000 in contribution & estate gifts!
- So far in 2024, we've received $36,928.
- Despite fluctuations in the market, the fund's market value remained favorable, reaching $718,635.
- New scholarship fund established with first recipients awarded in June 2023.
- In 2024, the largest disbursement to date since the inception of the fund, totaling $14,902, is being reinvested into our church.
- As of now, a grand total of $44,559 has been disbursed from Endowment earnings to support the church in various areas, including:
Endowment Program Highlights
Endowment Program utilized digital and in-person events:
- Hosted Annual Endowment Events for Contributors and congregation.
- Hosted a livestream Endowment program that included A.J. Thomas from the United Methodist Foundation to answer questions and discuss options for participating in the endowment program.
- Produced an award-winning video, Grateful Hearts: Creating Lasting Legacy through Matthews United Methodist Endowment that highlighted endowment participants and their stories.
- Utilized various mediums, such as in-person meetings and Zoom, to meet with families to explain the program options.
- Implemented an online giving portal on the MUMC website.
Impacting Generations
Watch a recording of our "Stories from the Endowment" event to learn how the distributions from the earnings growth can have an impact for generations to come:
Committee Structure
Senior Pastor: Chuck Wilson
Servant Leader: Sam Hatcher
Finance representative: Don Morrison
Global Impact representative: Marilyn Sczech
Trustees Representative: Michael Holt
Class of 2024: Julie Jones & Kelly Klotz
Class of 2025: Troy Ferguson, Toni Vento & André Hall
Class of 2026: Robert Hinson, Eric White & Clark Holmes
Church Treasurer: Debbie Fitts
Grateful Hearts: Creating Lasting Legacy through Matthews United Methodist Endowment
Resources
Forms
Direct Gift Designation (For Current Gifts)
Estate Planning Designation