Heartspring Methodist Foundation: Financial Expertise for All Seasons and Sizes

Date Posted: 6/11/2015

Heartspring Foundation experts facilitate faith-based goals and help churches and individuals cultivate generosity in a variety of ways that can be an encouragement to others.
Interested in expanding your church to better serve God and your congregation? Does your church need help with its endowment and/or ongoing stewardship? Maybe you are hoping to share your personal good fortune with your church or other cause close to your heart. Heartspring Methodist Foundation is a great resource to help achieve your goals.
As the financial partner to the Texas Annual Conference, Heartspring serves the churches, agencies and members of the conference by expanding resources to best advance God’s calling.
“Our ministry is helping your ministry succeed,” says C.J. Taylor, Heartspring president and CEO. “We bring the educational resources and financial acumen that can help turn your inspiration into bottom line benefits to meet your goals.”
Realizing that financial know-how is important in the success of any ministry, education is a key component of Heartspring’s mission. The foundation offers a variety of free educational seminars and other resources to church committees and individual Methodists. Rev. Taylor and other staff members are available to preach, lead worship, host seminars, conduct workshops and give presentations on a variety of topics.
For Churches:
Whether a church needs to build, invest or educate, Heartspring can help. The foundation can provide the expertise, advice and financial tools to help churches build a secure financial base so congregations thrive and churches can do even more of God’s work.

Heartspring offers loans, a range of investment options and special-purpose funds. The foundation can help with capital campaigns, stewardship, endowments and planned giving programs. It also offers a variety of educational seminars and programs for clergy, lay leadership and church members.
If your investment, finance, endowment or church leadership committee is interested in learning more about investment planning options, stewardship education, loans, capital campaigns, or endowment development, contact Heartspring to discuss next steps.
For Individuals:
Is your Sunday school class, United Methodist Women’s/Men’s organization or other small group looking for a guest speaker? Heartspring offers multiple presentations to benefit individual Methodists covering personal family finance, life income gifts, wills and estate planning.
Heartspring’s most popular seminar for individuals is “Provide & Protect: New Ideas for Financial Peace and Security.” This free program offers information, tools and resources for making important life and death decisions, and will help you create the best long-term financial plan for your situation. Learn how to provide for your spouse, children, and/or loved ones with special needs. Hear about how to protect yourself, your family and your property. Find out how to receive income for life, learn ways to reduce your taxes, and hear ideas about how to make your charitable dollars go further.
CASE STUDY: Klein UMC reinvigorates endowment program
Successful endowment development requires diligent long-term planning, and consistent efforts to educate the congregation and keep them informed. Klein UMC in Spring understands the important role endowments play in fulfilling and perpetuating the mission of its church. The congregation recently decided to take a proactive approach to developing and promoting an endowment through its Klein UMC Foundation, and church leadership turned to Heartspring for help.
“The biggest challenge has always been raising awareness,” notes Dana Croswhite, former president of the Klein UMC Foundation and current Heartspring board member.
She invited Heartspring President and CEO C. J. Taylor to consult with the Klein committee. He suggested resources to help and offered to present Heartspring’s “Provide & Protect” seminar to the congregation during the Sunday school hour. Church staff and volunteers promoted the event, attracting more than 100 people to the free seminar.
“We’ve tried many different things over the years to raise awareness, but one of the more successful efforts was offering Heartspring’s “Provide & Protect” seminar,” she adds. “We were able to offer education on the basics of wills and estate planning, and remind people to include the church in their charitable plans.”
Another important factor in endowment development is keeping the congregation informed about the purpose and benefits behind having a perpetual fund. “Even if you have a small endowment, start making gifts to the church now,” C.J. advises. “The best way to build an endowment is to show members what it can do.”
The Klein UMC Foundation’s first grant helped fund the church’s Habitat for Humanity project. “One of the biggest turning points for Klein UMC Foundation’s endowment came from following C.J.’s advice to start making gifts to the church from the endowment,” she shares. News of the grant helped raise awareness of the endowment, and the donors were happy to see their contributions in action.
Heartspring Methodist Foundation can help you establish a new endowment or enhance an existing one. For more information or to discuss your particular needs, contact us today at 713-533-3780, 800-521-9617, or office@heartspringmethodist.org.