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
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.
Ways to Means:
Join Us for Breakfast
Wednesday, June 12, 2013
at Annual Conference
Want to know how the United Methodist Foundation can help you in your ministry?
- Do you need assistance in cultivating faithful generosity in your church?
- Are you considering a capital campaign in your church’s future?
- Do you know of members in your church who would consider leaving a legacy gift, if asked?
We’ve got solutions to these and other financial challenges that every church faces from time to time. This special information gathering, sponsored by the United Methodist Foundation, will reveal how we are teaming up in a stewardship initiative called, Ways to Means: Forging Partnership, Funding Ministry.
Come join us at Annual Conference or invite a leader from your church to engage in dialogue over a free continental breakfast Wednesday morning, June 12 from 7:30 to 9:30. This event is open to all clergy and laity within the NC Conference. Please RSVP by June 3 to Kim Smith at kmsmith [at] nccumc [dot] org.
7:30 am – 8:15 am
Free Continental Breakfast
8:15 am – 9:30 am
Ways to Means Overview
Hosted by UMF at the City Hotel & Bistro Banquet Room located one block from the Greenville Convention Center. Free parking is available at the hotel.
Andi Tilmann, owner of Tri-Unity Consulting, a professional consulting firm specializing in faith based Capital Campaign services for small, medium and large churches, will be speaking and available to answer questions regarding customized capital campaigns to fit your particular needs.
Lynn James, Executive Director of the United Methodist Foundation, Dr. Reginald Ponder, Senior Advisor for Legacy Giving and Lauralee Bailey, Director of Planned Giving, will provide valuable information about endowment development, planned giving, year-round stewardship education and exciting partnerships that will support the funding needs of your vital ministries in every possible way.
The United Methodist Foundation is a Stewardship Ministry of the North Carolina Conference of The United Methodist Church seeking to provide a holistic approach to the stewardship of God’s resources through our Ways to Means initiative.
To reserve your spot, contact Kim Smith at kmsmith [at] nccumc [dot] org by June 3. Space is limited. Don’t let this valuable information and opportunity pass you by!