How to Create a Scholarship Fund

 

Information provided by the Scholarship Subcommittee,

Board of Higher Education and Campus Ministry,

Southwest Texas Conference, The United Methodist Church

 

 

Creating a Scholarship Fund is a thoughtful and meaningful way to help United Methodist students achieve their educational goals.

 

The name of the Scholarship Fund is a donor decision.  Donors may choose to name their funds for themselves or in honor or memory of someone else. 

 

If donors wish, scholarship recipients will be given information about the donor and the person for whom the fund is named.

 

Donors determine the eligibility requirements and also the focus of the support provided by the funds. 

 

An endowment gift of $10,000 or more can establish a named Scholarship Fund in perpetuity.  The endowment gift would be invested by the Texas Methodist Foundation.  Only a portion of the investment income would be used to provide assistance to students in order to ensure the protection of the principal.

 

Alternatively, donors could provide a gift that could establish a named Scholarship Fund for a specified number of years. 

 

If a bequest creates a Scholarship Fund and there is not the opportunity to consult with the person making the bequest, the Scholarship Subcommittee of the Board of Higher Education and Campus Ministry, Southwest Texas Conference, will develop the eligibility requirements in consultation with the executor of the estate.

 

For more details and information about how to create a Scholarship Fund for United Methodist students, please contact Linda Keen at the Southwest Texas United Methodist Center, Post Office Box 781149, San Antonio, Texas 78278-1149.  If you wish, you can telephone her (toll free 888/349-4191) or send an e-mail.

 

 

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