Endowment Programs

What if 100% of your organization's overhead was coverd by outside funds?  What if you could tell your donor's that none, that's right, 0% of their donations or contributions would go to administrative costs?   

Many churches or other nonprofit organizations miss this opportunity by not establishing an endowment fund.  Others who have completed the paperwork to set up an endowment fund never take the next step of putting in place a successful strategy for funding it.  The Carpenter's Plan can assist you with both of these critical steps.

If your church does not have an endowment program set up, let The Carpenter's Plan assist you.  We are known as the "Endowment Specialist".  Yes, many professionals could draw up the papers for your endowment program but why wouldn't you want your program designed, drafted, and implemented by the "Endowment Specialist"?

Our professional estate planning attorneys have over 200 years experience assisting non-profit organizations in establishing endowment funds and setting up charitable giving programs.

We Get To Know Your Church or Organization

We go beyond just drafting some documents for you.  We believe the actual documents are just the legal and physical evidence of an endowment program.  Our desire is to learn about your organization's history, understand your goals, and to be a partner with you as you educate your members in the biblical principles of life-long stewardship.

After gaining a good understanding and gathering all of the needed information, our endowment specialist attorneys will draft the required documents that will allow your organization to begin an exciting new future of receiving charitable gifts.  Over the next year, our staff is available to assist you by answering questions or providing additional documents if needed, at NO EXTRA CHARGE.

Please give us the opportunity of assisting your organization in this great work.  We will be glad to furnish references upon request.

Our Endowment Creation Services package includes:

  • An in-depth questionnaire to ensure an accurate understanding of the client's needs
  • All legal documents necessary for setting up the endowment
  • Telephone consultations
  • Follow up assistance for one year

We are confident that you will be more than satisfied with the results and  the cost for the entire package is only $2,000.00.


229 Ward Circle Suite A23, Brentwood, TN 37027
Phone: (615) 369-1437 Email: info@carpentersplan.com
The Carpenter's Plan is an affiliate of Thompson & Associates