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First Congregational UCC has several funds in place by which present and future gifts are received and maintained.
All existing funds are active and open to contributions. New gifts and funds that serve additional missions can be established readily as well. We welcome your passion for new initiatives and will work with you to ensure that a new gift or fund meets your wishes.
Funds Managed at the Community Foundation
In 2013 First Congregational UCC established a family of charitable funds at the Community Foundation for the Fox Valley Region (CFFVR). This relationship enables the church to leverage the expertise of the CFFVR to optimize the administration and investment management of the church’s funds.
Funds Managed by an Independent Trust
The First Congregational Church of Appleton Endowment Trust was established in 1974 and is administered by a board of eight trustees, two of whom are the church's moderator and treasurer, as well as a corporate trustee, Fiduciary Partners, Inc. The manager of the trust's investments is North Star Asset Management Company.
The Endowment Trust funds distribute only the income generated from trust investments while preserving the principal assets of the funds.