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Link to FutureFund
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 * CouncilEndowmentPolicy documenting the setting up of the fund.  * [[GivingToGlenWaverleyUniting#EndowmentFund|Overview]]
 * CouncilEndowmentPolicy documenting the setting up of the fund in 2011.
 * [[attachment:CouncilAgenda20110720/EndowmentFundBrochure.pdf|Brochure]]
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 * EndowmentFundReports listing the reports of the trustees.

 * This was an initiative spawned by the original 2009 GrowingGenerousGivers campaign facilitated by Carolyn Kitto.
 * 2018 foldable brochure is available as .pdf file [[attachment:BequestsFoldedBrochure.pdf]], and editable versions [[attachment:BequestsFoldedBrochure.pages]], [[attachment:BequestsFoldedBrochureDocx]]. (The old[[attachment:GWUCEndowmentFundPamphlet.pdf|Pamphlet with form]] is here.)
 * The Fund seeks contributions from unencumbered Bequests (i.e. which do not specify moneys be used for a particular use) and, from gifts. Contributors may elect to have their names and/or amount donated listed in the Fund Register and published in the public Annual Report. Names may also be those of late family members. Contributions to the Fund are not redeemable.
 * This Fund is invested through UCA Cash Portfolio, which is eligible as a Tax Concession Charity Fund.
 * Only the earnings of the Fund will be used, on the projects chosen by Church Council. The capital is to be held in perpetuity. The earnings cannot be used for building development or maintenance, but might be used to buy labour, materials and equipment for a particular project. The projects to receive funds may be supported by a once off contribution from the Fund or may be supported over a period of years. There is no restriction on how often a project is funded. A case would have to be presented to Council for support.
 * For further details please see the revised rules EndowmentFundRules2018, EndowmentFundReports or one of the fund stewards.
 * For the original rules, please see [[CouncilEndowmentPolicy|Endowment policy (wiki page)]], or [[attachment:EndowmentFundTerms.pdf|Endowment fund terms (.pdf file)]],
 * EndowmentFundReports listing the reports of the stewards.
 * [[CouncilCorrespondence20220421Endowment|Proposed update April 2022]]
 * [[attachment:EndowmentFundAudit2021.pdf]]
 * [[attachment:FinanceReport202208/BequestRecommendations31July2022.pdf|Recommendations from Finance Committee Aug 2022.]]
 * [[EndowmentFundOct2022|Recommendations from Finance Committee Oct 2022.]]
 * [[attachment:GWUC EndowFundFinalReport 2022.pdf| Final report Dec 2022]]

Link to FutureFund

Glen Waverley Endowment fund index page

EndowmentFund (last edited 2024-06-01 06:45:58 by DavidMorgan)