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Endowment Funds
First Congregational UCC has several funds in place by which present and future gifts are received and maintained, foremost among them the First Congregational Endowment Trust, established
in 1974 to support the ongoing life and ministry of the church.
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 by an Independent Trust
The First Congregational Church of Appleton Endowment Trust 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.
Fund Description
Income from this fund supports the implementation, maintenance, improvement or expansion
of mission and outreach programs of the church.
Disbursement Policy
The Endowment Trust funds distribute only the income generated from trust investments while preserving the principal assets of the funds. Distributions are made to First Congregational annually.
Held by
First Congregational Church of Appleton Endowment Trust
Funds Managed by 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.
Brief Overview
This fund supports general expenses as well as special projects or needs that are either identified by the giver or proposed by church staff and then approved by the Church Council.
Fund Description
This fund is established for the purpose of supporting special purposes and projects
at First Congregational United Church of Christ—Appleton.
Amounts Available for Distribution
Distributions may be made in any amount, so long as a balance remains in the fund. This fund may be converted to a permanent endowment fund at any time, so long as the value of the fund assets at that time equals or exceeds the Foundation’s then minimum endowment amount.
Held by
Community Foundation for the Fox Valley Region