Leaving a permanent legacy of support for God’s ministries at Suntree United Methodist Church.

The Endowment Fund at Suntree United Methodist Church provides a way for persons to give gifts that provide for the long-term future of our church. The principal of these gifts is held in perpetuity with the investment income made available as needed for ministries of the church. In addition to your weekly, monthly, or annual giving, which provides for budgeted ministries and mission, consider giving or leaving a portion of your estate to the SUMC Permanent Endowment for long-term support of those ministries and mission for which you have a special passion.  Investment of endowment funds yields income to help our ministries and mission for unbudgeted needs.  Your contribution will provide a legacy so that future generations may carry on the ministries and mission of your choosing as King David’s legacy did (1 Chronicles 22 & 29).


Why an Endowment?

The Suntree United Methodist Permanent Endowment Fund was established to provide church members an opportunity to leave a legacy of continuing financial support of church ministries. The interest earnings from these financial gifts, which may be cash or other assets, are used to maintain the facilities and ministry support. An endowment gift may be made at any time, and is frequently made in honor or memory of an individual, or as part of an estate plan.

Endowment funds strengthen our church finances, assuring ministry support even in difficult economic times. Because only the interest earnings are distributed for actual use, each gift will make a lasting contribution to God’s kingdom through the life of Suntree United Methodist.


Giving to the Endowment Fund

You may make your gift to the Undesignated Fund within the Endowment Fund or any of the specific funds as outlined below. In the case of honorary or memorial tributes commemorating special persons or events, acknowledgments are mailed to both donors and honorees. Anonymous gifts are also accepted.

Types of gifts include cash, publicly-traded securities, closely-held securities, real Property, tangible personal property, other property, bequests (wills), charitable remainder trusts, life estate gifts life insurance, individual retirement accounts (IRAs), gift annuities and retirement plans.


Permanent Endowment Fund Categories

The investment accounts that fund the categories below are designed to provide necessary financial support for specific ministries within the church, as well as a general, undesignated fund for church operations. You may designate your giving plans to any of these Endowment Fund Categories:  

Undesignated:  A sub-fund for church emergencies in any area of church life or operations for which a critical need arises and for which budgeted funds do not exist.

Adult Ministries:  Bible studies, small groups, workshops, speakers, marriage ministry, singles ministry, and much more.

Building Maintenance:  Critical repairs, replacement, and upgrade of church facilities.

Children’s Ministry:  Resources and events that support our children’s spiritual, social, and educational growth.

Missions:  Missionary support, mission trips, local community outreach, disaster response.

Music, Worship & Arts:  Support for choir, drama, communion, special events, sound-light-video, multimedia, banners, and other areas that enrich our worship experience.

Scholarship for College & Seminary:  Financial support for SUMC college students and SUMC seminarians in need.

Youth Ministry:  Youth camp, missions, social activities, Bible studies, and other programs that strengthen the faith of our students in middle school and high school.


Investment and Administration of Funds

The Endowment Funds are invested with the Florida United Methodist Foundation, Inc. which insures that gifts to the Endowment are invested according to the social principles of the United Methodist Church. The Endowment Committee reviews and approves the investment policies. Income from each endowment shall be available for distribution by the Committee according to the purpose of each endowment.

The funds of the Suntree United Methodist Church Endowment Fund are administered by the Permanent Endowment and Planned Giving Ministry Committee under authority granted by Suntree United Methodist Church’s Administrative Council.

SUMC Permanent Endowment Fund Brochures titled “A Final Gift of Love” are available in the Sanctuary Narthex and in the Church Office for guidance on estate planning and planned giving. Another excellent resource is provided by the Florida United Methodist Foundation Planned Giving website which provides information on wills and estates, gift annuities, charitable trusts and donor advised funds. You can access the Foundation’s Planned Giving Website here –  http://www.fumf.org/services/planned-giving/

For more information or help in leaving a legacy of support to Suntree United Methodist Church, please contact the church office or Richard Turner, Chair of the SUMC Permanent Endowment Committee. Richard can be reached at 321-259-1646 or email – seastar5@cfl.rr.com.