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.

Celebrate Legacy Building

Churches in the NC Conference are invited to celebrate Legacy Building Sunday on any Sunday that fits the church’s schedule.

The UM Legacy Partners, which include institutions and agencies within the conference, offer their experience to support local churches seeking to further the work of Christ through giving for missions, ministries and capital projects. Legacy Partners can offer guidance and support to a church’s Legacy Leader as they build a strong endowment and legacy giving program.

Materials and speakers are available for workshops to help make legacy giving a priority stewardship activity. For more information, please visit the UM Foundation website and complete the online form on our Contact page.