Fellowship Endowment Fund



The Endowment Fund was established in January 2001 with a seed gift of $30,000 to facilitate legacy giving.  After this generous gift, the fund grew slowly during the first  four years, reaching the level of almost $40,000 by the end of 2004.  In the past two years, however, it has grown rapidly, reaching over $70,000 at the end of 2005, and exceeding $114,000 as of March 31, 2007.  Gifts of appreciated stock have played a major role, providing a substantial tax benefit for the donors, while supporting the future of the church family.

In 2006, the Endowment Committee held a very successful campaign to reach the $100,000 level and bring the message of the Fund to the attention of the congregation.  This spiritually driven event was extremely successful, generating gifts from over forty families with the total gifts of over $35,000 and exceeding our $100,000 goal by a comfortable margin.  Over the past six years, earnings and appreciation of assets have added significantly to the Fund’s value. 

Annually, we will disburse our income to further God’s work according to the by-laws of the Endowment which includes outreach into the community, missions of the ELCA or Fellowship Lutheran, capital improvements, debt reduction, or a building program of FLC. The goal of the Endowment Committee is to grow the Fund to $1,000,000 through gifts, memorials, and legacies in order to provide more Christian outreach opportunities and to be responsible stewards of the financial gifts that have been received.

Fellowship Endowment Committee

Stan Conrad is a native Oklahoman from Mangum. He attended OSU for his undergraduate studies and spent five years of active duty in the Army infantry serving in the USA, Germany and Viet Nam. His doctoral research was performed at the OU Health Center and he is currently a Professor of Microbiology at the OSU-CHS. He and his wife Barbara have three children and two grandchildren.

Jim Hinkle is the owner of Hinkle & Company, PC, located in Tulsa, Oklahoma, a full service Certified Public Accounting firm providing auditing services throughout the state of Oklahoma, accounting services including monthly bookkeeping & payroll, and income tax planning and preparation.  Mr. Hinkle has several certifications including business valuations and mergers & acquisitions.  He provides expert testimony in both domestic and civil court and he is a licensed investment banker.  Mr. Hinkle is involved in several organizations including the Boy Scouts of America where he is a past Cubmaster and past Scoutmaster.  Jim’s wife, Susie, is active in the church, and they have 3 boys; Alex, Drew & Will.

James C. Milton is a partner with Doerner, Saunders, Daniel & Anderson, L.L.P., with offices in Oklahoma City and Tulsa. Jim provides a wide range of legal advice in the areas of trust and estate litigation, water distribution, water rights, and the operation of public authorities. Jim and his wife Robin have been members of Fellowship since moving to Tulsa in 1995. Jim served on Council for four years and was President for two years. Jim and Robin have three children: Austin, Lauren, and Alex.

Jim Brill is a Professor Emeritus at the University of Tulsa.  He has served on the Endowment Committee for several terms and brings a wealth of knowlege about investing and financial oversight.  Jim is married to Marilyn and has been a member of Fellowship since 1979.

Jeff Stoermer is a lawyer specializing in taxation law and estate planning.  Jeff served on the original Endowment Committee and was vitally important to setting up the endowment and the policies and by-laws of the committee.  Jeff is married to Debbie and has two children.  He has been a member of Fellowship since 1979.

 

 


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