Frequently Asked Questions - Investment Opportunities


    Q.    What are the different investment funds and what are their historic returns?

    A.    There four separate investment funds that are independent of each other. 
            The gains are whatever the market bears for the particular time frame. 
            Click here for historic returns of the UM Foundation's funds.


    Q.    What investment choices does a donor, church or agency have?

    A.    The UM Foundation has four funds available to accommodate several investment objectives. 
           There is an Income Fund with 100% fixed fund (bonds) as well as three balanced funds
                Income with Growth Fund
                Balanced Fund
                Growth with Income Fund
           Contact us to find out the current mix of fixed income to equities in each of the balance funds.


    Q.    Is there a penalty for early withdrawals?

    A.    Withdrawals may be made at any time up to any amount from a custodial fund without penalty.



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United Methodist Foundation of West Virginia, Inc.
PO Box 3811 - Charleston, WV  25338-3811
Phone: 304-342-2113     Toll Free: 1-800-788-3746 ext 45     Fax: 304-342-2632
Email: info@umfwv.org
Physical location:  900 Washington St. E. Suite 203 - Charleston, WV