A Stewardship
Ministry
Established in 1955, United Methodist Foundation, Inc. is a stewardship ministry of the North Carolina Conference of The United Methodist Church.
UMF was founded with the vision to serve all churches, institutions and agencies in the NC Conference, acting as trustee for a variety of accounts including church building funds, mission endowments, and scholarships.
These accounts begin through the visionary leadership of those who care deeply about leaving a legacy for future generations.
Planned Giving Education
United Methodist Foundation, Inc. offers Endowment Program and Planning Giving consultation services.
The Endowment Program’s stewardship consultations help local churches and Conference institutions establish permanent endowment programs.
UMF consults with individual donors establishing permanent or long-term planned gifts to benefit ministries of the Church. This donor-focused service helps donors create the gift plan most appropriate for their situation. UMF works cooperatively with the donor’s legal, tax and financial advisors.
Socially Responsible Investment Management
The three investment fund options have a carefully diversified investment portfolio of socially responsible investment opportunities. The investment decisions made by UMF’s Board and Investment Managers are based on The Social Principles of the United Methodist Church as encouraged by The Book of Discipline and the Investment Guidelines of The United Methodist Church.
Customized Investment Agreements
Churches, institutions and individuals work directly with our staff develop individualized legal agreements. UMF offers Permanent Endowments and Revocable Investment Agreements to fulfill a variety of stewardship goals. The flexibility in developing these agreements ensures each account serves its intended purpose with regards to long-term growth, protection of principal, frequency of distributions, re-investment of earnings, and guidelines for distributions.
W. Daniel Pate (left), current UMF board president, and Lynn James (right), executive director, congratulate Lloyd Milton Whaley (center) for his 18 years of dedication to UMF.
Whaley Honored
for Service to UMF
Lloyd Milton Whaley has served with distinction as a member of the Board of Directors of the United Methodist Foundation, Inc. since 1991, completing six successive three-year terms for a total of 18 years.
He served as president of the United Methodist Foundation, Inc. for seven years from 1996 to 2003 during which time he led the Foundation with remarkable clarity of purpose and effectiveness. Seeing the critical need to restructure the Board into a smaller, more workable entity, he focused the Board’s attention on this issue until successfully completed.
A Celebration
Worth Sharing
United Methodist Foundation, Inc. is delighted to announce that Rev. Jim Mentzer, our Director of Planned Giving, is now the Reverend Doctor James G. Mentzer. After several years of course work and research, he was recently awarded the Doctor of Ministry degree by Union Theological Seminary in Richmond, Virginia.
Jim joined the staff of the Foundation in July of 2006. Since then, he has made significant contributions to the success of the stewardship ministry of the United Methodist Foundation by strengthening relationships between UMF and the member churches, agencies, and institutions of the North Carolina Annual Conference.
Weekly Article
Income for Surviving Spouse
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA.