United Methodist congregations, institutions, and agencies enjoy a wonderful investment opportunity with The Foundation. The Foundation provides the following investment services:

  • Professional Money Management-includes access to our short term and long term funds
    • Short Term-provides a dependable source of income and liquidity which is consistent with a short-term horizon.  Operates very much like a simple savings account that pays a competitive market-driven rate of return for each full day the funds are on deposit.  Funds are available for withdrawal at any time without any fees or penalties.
    • Long Term-provides an investment vehicle designed to achieve long-term growth of capital through a combination of capital appreciation and income which is consistent with a long-term time horizon.  The return is based on actual performance of investments within the pool.  There is an administrative fee associated with this fund.

Long Term Fund Asset Allocation and Performance 

  • Facilitation of Asset Donations: For non-cash gifts such as real estate, insurance, or retirement plans, The Foundation can assist in the planning and execution of the transfer and ultimate charitable use of the funds.
  • Trust and Endowment Services:
    • We will work with your financial and legal advisers to design a charitable trust or endowment to meet your financial and estate planning goals. The Foundation will process contributions to and disbursements from trusts and endowments and provide periodic accounting and performance reports.
    • We will work with church leadership to establish and administer endowments for long-term support of church ministry. Once the framework for an endowment is established, Foundation staff can assist the church in communication of the program to the congregation with personalized brochures, bulletins, or other materials.
  • Donor Advised Fund Administration: Donors reap the tax benefits of a charitable gift, while the Foundation assumes responsibility for the distribution of the gift to the ultimate charitable beneficiary(ies) upon advice from the donor.
  • Gift Stock Processing: Gifts of stock or mutual funds may be transferred to a Foundation brokerage account. Proceeds from the sale of the assets will be transferred to your church or one of their Foundation accounts. Donor is responsible for transaction costs.

Statement of Investment Policy & Objectives