Endowment Fund

The Immaculate Conception Endowment Fund, Inc., is a nonprofit organization formed in 1995 to allow parishioners to make lasting gifts to Immaculate Conception Catholic Church of Jefferson City. Those tax-deductible gifts to the Fund help strengthen the financial reserves of the Parish and are carefully invested and managed. Each year, the Fund makes a distribution to the parish to help meet the ongoing needs of the parish and school. With your help, we can continue to grow the Fund, and increase the amount of financial support it provides the parish each year. Your gift will truly keep on giving!

Many families have included the Endowment Fund as the suggested donation in memory of a deceased family member. We encourage all families to consider this in their current and future financial planning. The Endowment Fund has grown substantially from the generous bequests of estates of some of our deceased parishioners and benefactors. Please consider the IC Endowment Fund in your annual contributions and when you are making your estate plans.

Who makes up the IC Endowment Fund?

Ways to contribute to the Endowment Fund

Endowment Fund FAQ's

What is the Endowment Fund?

It is a separate nonprofit charitable organization with tax exempt 501c3 status formed in 1995 that is designed to accept donations from IC parishioners for the benefit of IC. Money from the Fund is disbursed to the parish annually and used for the benefit of the parish and the school. According to its Articles of Incorporation (1995), the Fund was established "to collect and manage funds to strengthen the financial reserves of Immaculate Conception Parish and assure an orderly continuation of its ministries."

What does the Fund do with the money?

The Fund's Board has adopted a reasonably conservative, yet balanced, long-term investment strategy in order to make sure the Fund continues to be a reliable source of assistance for the parish into the future. Our Investment Committee works closely with two professional investment managers to ensure our investments meet or exceed the benchmarks set forth in our Investment Policy.

Who is in charge of the Fund?

The Fund's Board includes 9 current parishioners who volunteer their time to maintain the Fund, with the assistance of professional financial/investment advisers. The Endowment Board may be reached at endowment@icangels.com

Why do we need a separate Fund like this?

Think of it like a long-term savings account for the parish, which is designed to grow over time and continue to make even larger annual contributions to the Parish as it grows.

How do I contribute?

Give online or authorize an ACH withdrawal (links to these options above). Or, for further assistance, contact the parish office or one of the Endowment Fund Committee members.

Other ways to give include:

Estate planning options
Qualified Charitable Distribution (QCD), which allows IRA holders to donate to a qualified charity from their Traditional or Roth IRA (including inherited) tax-free

Are my contributions tax-deductible?

Yes, the Fund is set up as a 501c3 for that reason.