Missouri United Methodist Foundation

Your United Methodist church or organization can open an account today and start taking advantage of the investment services offered by your Missouri United Methodist Foundation.  The Foundation investment program offers professional management, strategic diversification and long-term oversight for investment assets.

The Foundation’s long-term investment philosophy reflects three fiscal objectives:

  • Preservation of capital value
  • Assessment and prudent management of risk while earning competitive total returns
  • Long-term growth of capital value by achieving long-term total returns which either meet or exceed annual inflation, investment costs and annual distribution requirements

An added benefit of investing with the Foundation is that the administrative fee charged by the Foundation directly benefits the ministries of the United Methodist churches of Missouri through the Foundation's grant program, scholarships for seminary students, and all the other free services the Foundation provides to individuals and churches. We truly are partners in ministry. 

Before opening an account, review the Foundation Disclosure Statement to learn all the details about the Foundation investment program. Next complete the Investment Application and Agreement form. Finally, send the completed form and your check for the initial deposit. It’s as simple as that.

Currently, over 170 United Methodist churches, agencies and institutions in Missouri participate in the Foundation investment program. Open your account with as little as $1,000 and find out what State-of-the-Art Stewardship can do for your ministry.

Individuals can use the Foundation to administer memorial funds, endowments, gift annuities and charitable remainder trusts benefiting their local church or favorite ministry.  Visit the Gift Ideas section of this website, and contact the Foundation office for more information.

 

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© 2007 Missouri United Methodist Foundation