Thank you to everyone who attended our Oklahoma City and Tulsa EQUIP trainings in March. Pastors and church leaders gained valuable information on how to implement EQUIP in their churches, how to teach members the importance of handling God’s money God’s way, and how to prepare a healthy church budget.
For more information about EQUIP or Financial Peace University, call the Foundation at 800-259-6863.
Glenn and Vivian Dale love people. From their travels to their church and family, their heart for experiencing others’ cultures and way of life has allowed them to remain connected to what is important in this life.
Lifelong Methodists, Glenn and Vivian have been members of Bartlesville-East Cross United Methodist Church (formerly Limestone UMC) for more than 50 years. They raised their three daughters in the church, teaching them the importance of loving and caring for others.
The couple has served the church in nearly every possible capacity. Glenn taught Sunday school for 40 years, before health problems made it too difficult for him to continue in that role.
During the time they were most active at East Cross UMC, the church was given a large memorial gift. Glenn was instrumental in using the gift to establish an endowment fund at the Oklahoma United Methodist Foundation.
"I knew creating an endowment fund was the best way to use the money," he said. "We trusted and had faith in the Foundation to take care of our assets."
Several years later, Glenn and Vivian established a gift annuity with the Foundation, to provide a steady income during their retirement years. They funded the annuity through stock and property.
"The Foundation took care of selling our property. We didn’t have to mess with it and ended up with more money through tax benefits," said Vivian. "We love the steady payments of income and don’t have to pull from our savings for expenses."
When Glenn and Vivian are gone, the remainder of their gift annuity will benefit people through two special funds. The Glenn H. and Vivian B. Dale Mission Endowment is a fund that will support mission at East Cross UMC. The Glenn Dale Family Fund is a donor-advised fund held at the Foundation.
"We don’t care if the church uses the money to support organizations like World Neighbors or Lydia Patterson Institute, but the fund is strictly to help people help themselves," said Vivian.
"Instead of giving someone a fish, it’s important to teach them how to fish. That’s our standard for living."
She continued, "If you stop and look at people, really look beyond the façade, you’ll see a real person with real needs. I didn’t grow up with much and learned the importance of helping people."