CREATE A LEGACY AT CHRIST THE ROCK!

Want to make an impact at Christ the Rock Lutheran

Church that can extend beyond your own lifetime? Are

you interested in furthering the cause for Jesus Christ to

future generations? Perhaps motivated to help create a

sustainable funding source for Godly service in our

Church, community and beyond?

If so, The Christ the Rock Endowment Fund may be the

perfect answer. Please review the following materials

that will explain the vision and possibilities associated

with this initiative and how you can create a legacy at

Christ the Rock!

Christ The Rock Endowment Fund

A Short History about the Endowment Fund

The Christ the Rock Endowment Fund was started in 1997 by a generous gift from a friend of the

congregation. Other members have added to it in the years since. Our constitution allows the interest

from this fund to be used for the education of church pastors, staff, teachers and members, for the

operating costs of new church programs and special events, and for the mission outreach. We have

been able to use the endowment fund (as approved by the church council) to provide small scholarships

to several of our young people who have attended Lutheran universities.

CTR FAQ ABOUT ENDOWMENT FUND

What is an endowment fund?

An endowment fund consists of money or property that has been contributed by donors. All or portions

of this fund may be restricted, protecting principal, whereas only the earnings from the fund may be

used as designated by the donor.


How will my gifts be used?

When making gifts to the endowment, donors can designate if the gifts should be used for a particular

purpose or if the church should decide how to spend them.

With this being said, any earnings from unrestricted contributions are to be used for the uses, projects,

and programs consistent with our church’s mission statement.

“Together we grow to know Jesus and serve to make him known.”


How can I contribute?

- Cash or check

- Stocks or bonds

-  Real estate

- Life insurance

- Annuity

- Charitable trusts

- Bequests in your will or other estate documents

- IRA

All gifts, regardless of size, play a critical role in achieving our mission as we glorify God.

Gifts may be provided recognizing memorials, birthdays, anniversaries, Christmas, in honor of a loved

one, and any other occasions to be commemorated.


Who can I contact for more information?

- An Endowment Committee member

 - Pastor McCoid

- The office administrator


Who manages CTR’s Endowment Fund?

The team at Endowment Wealth Management Inc., a fiduciary advisor, actively manages our

Endowment Fund according to the Fund’s established Investment Policy.

The Endowment Fund Investment Policy may be obtained by requesting a copy from the listed parties

above.


When will CTR’s Endowment Fund reach maturity?

The donations in an Endowment Fund stay invested forever. Your principal contribution to Christ the

Rock will be your legacy, with only the interest being used as designated by the donor or the church’s

mission statement.

Contact information

Endowment Wealth Management

Representative- John Weninger CFP,RIA, NAPFA member

W 6272 Communication Ct.

Appleton, Wi 54914

Attn: Christ the Rock Endowment Fund

Phone 920-786-6886 or 920-785-6010

Email E:John@EndowmentWM.com


Christ The Rock Committee members

Matt Potocki (Financial Officer)

Potocki.md82@gmail.com.  815-593-0436

Mari Alfrey

Marialfrey@aol.com. 815-218-9683

Sandi Milbourn

Sandramilbourn@heightsfinance.com

JoEllen Roberts

Joellenroberts@hotmail.com. 815-761-2926

Dennis Roop

Dennisroop@yahoo.com. 815-621-6885


Because of Christ and our faith in him, we can now come boldly and confidently into God’s

presence. Ephesians 3:12

Always be full of joy in the Lord,I say it again-Rejoice!  Philippians 4:4