Mission Endowment Fund

Good Shepherd has a mission endowment fund in place for those who want to give toward the future ministries of the church. A mission endowment will grow your gift over time. Learn how you can impact the future today:

Our Mission

To enhance the mission outreach of Good Shepherd strictly apart from the general operation of the Congregation. In accordance with the principles of Christian stewardship, the fund is established to receive designated resources for use in carrying out God’s work at Good Shepherd.

Making a Difference

Conservation of Principal

  • No disbursements can be made if the fund balance is below $100,000
  • Maximum annual disbursement is 5% of the trailing 12 quarter average fund balance

Breadth of Beneficiaries

General Fund disbursements are spread across three broad groups (local, regional, and global) with a 20% to 50% allocation to each annually. Designated Funds can be established with donor specified uses.

Investment Policy

Objective: Long term capital appreciation
Mechanism: Diversified asset allocation via mutual funds

Asset Category Policy Target Ranges
0% to 1% Prime Money Market
0% to 15% Short Term Bond
10% to 30% Intermediate Bond
0% to 20% Long Term Bond
25% to 45% Total Fixed Income
25% to 45% S&P 500 Stock Index
0% to 20% FTSE All World ex. U.S. Stock
Index
0% to 20% Emerging Market Stock Index
45% to 65% Total Equity
0% to 15% TIPS (Inflation Protection)
0% to 15% Real Estate Trusts (REITS)
0% to 20% Total Inflation Hedges
Rebalancing: Quarterly

Disbursement History

Year Amount
2010 $2,613.00
2011 $6,900.00
2012 $11,900.00
2013 $14,500.00
2014 $16,000.00
2015 $17,500.00
2016 $18,500.00
2017 $19,000.00
2018 $19,500.00
2019 $20,000.00
2020 $20,500.00
Total $166,913.00

Recent Beneficiaries

Beneficiary201820192020Total% of Total
LCGS Capital Projects $1,750.00 $8,000.00 $6,000.00 $15,750.00 26%
Hilltop Center $2,000.00 $3,250.00 $3,500.00 $8,750.00 15%
LCS Food Ministries $2,000.00 $3,250.00 $3,500.00 $8,750.00 15%
ELCA Disaster Relief $4,000.00 $4,250.00 $8,250.00 14%
LCGS Ministry Staffing $8,000.00 $8,000.00 13%
Forward in Faith $3,000.00 $3,000.00 5%
Emanuel Dining Room $1,350.00 $1,500.00 $2,850.00 5%
Family Promise $1,750.00 $1,750.00 3%
Good Shepherd's Garden $1,500.00 $1,500.00 3%
God's Global Barnyard $900.00 $900.00 1%
Lutheran Community Services $500.00 $500.00 1%
Annual Total $19,500.00 $20,000.00 $20,500.00 $60,000.00