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 fund

Policy Target Range

Assett Category

0% to 1%

Prime Money Market

10% to 30%

U.S. Aggregate Bond

0% to 15%

High Bond

15% to 35%

Total Fixed Income

20% to 40%

U.S. Large-Cap Equity Index

0% to 20%

U.S. Mid-Cap Equity Index

0% to 20%

U.S. Small-Cap Equity Index

0% to 20%

International Equity Index

0% to 20%

Emerging Market Stock Index

60% to 80%

Total Equity

0% to 13%

TIPS (Inflation Protection)

0% to 12%

Real Estate Trusts (REITS)

0% to 15%

Total Inflation Hedges/Real Assets

Rebalanced Quarterly

Disbursement History

Year

Amount
2010

$2,613

2011

$6,900

2012

$11,900

2013

$14,500

2014

$16,000

2015

$17,500

2016

$18,500

2017

$19,000

2018

$19,500

2019

$20,000

2020

$20,500

2021

$20,500

2022

$22,500

Total

$209,913

Recent Beneficiaries

Beneficiary

2020

2021

2022

Total% of Total

Hilltop Center

$3,500

$5,000

$7,500

$16,000

25%

LCGS Capital Projects

$6,000

$5,000

$4,500

$15,500

24%

ELCA Disaster Response

$4,250

$4,250

$3,500

$12,000

19%

Lutheran Campus Ministries

$2,500

$2,500

$5,000

8%

Lutheran Community Services

$3,500

$3,500

6%

Lutheran Immigration & Refugee Services


$3,500

$3,500

6%

Good Shepherd's Garden

$1,500

$1,250

$2,750

4%

Synod Annual Fund

$2,500


$2,500

4%

Family Promise

$1,750


$1,750

3%

Synod Hunger Task Force



$1,000

$1,000

1%

Annual Total

$20,500

$20,500

$22,500

$63,500