planned-giving

“Give, and it will be given to you. A good measure, pressed down, shaken together and running over, will be poured into your lap. For with the measure you use, it will be measured to you.”  - Luke 6:38

As a recipient and steward of God’s bountiful gifts, you have an obligation and opportunity to share and return those gifts, providing support to God’s church and ministries beyond your lifetime.

RESERVE FUND GIFTS

WHAT IS THE RESERVE FUND?

The Reserve Fund was established to serve as savings for operations and special projects that support the missions, ministries and capital needs of Sharon Presbyterian Church. Examples of accounts within the Reserve Fund include:

  • Major Maintenance
  • Operating Budget
  • Cemetery
  • Music
  • Historical
  • Adult Mission Trip
  • Local Homeless Assistance
  • Youth
  • Youth Director
  • Computers
  • Pastor Sabbatical
  • Scholarships

DISBURSEMENT OF RESERVE FUNDS

Funds in the Reserve Fund are disbursed in conformity with donor restrictions and in accordance with church guidelines as determined by various church committees with oversight responsibility based on the stated purpose of the applicable fund account.

MANAGEMENT

The Sharing Committee has the direct management and fiduciary oversight responsibility for the investment and disbursement of funds in the various accounts of the Reserve Fund, including directing and monitoring the performance of Wells Fargo Advisors, the investment manager for the Reserve Fund. The Sharing Committee has 3 elders that serve on the committee along with other members of the church.

To review a copy of the investment policy statement of the Reserve Fund, click here.

Benefits of this Type of Gift to You:

  • Gifts to the Reserve Fund  are deductible - depending on the asset given and method chosen to give
  • If you desire, you can stipulate the purpose(s) for which the gift is to be used
  • You will continue to support future generations beyond your lifetime

Next Steps:

Please contact us to discuss a gift to the Reserve Fund. See the contact information below for details.

Contact:

Senior Pastor Rob Blumer
Email: robb@sharonpcusa.org
Phone: (704) 553-0869

Associate Pastor Ron Nelson
Email: ron@sharonpcusa.org
Phone: (704) 553-0869

The above gift description is for informational purposes and not intended as legal or tax advice. To ensure that this form of gift is appropriate for your particular circumstances and estate planning, please consult with your professional advisers.

Last Published: September 8, 2017 2:11 PM
Steps to a Gift