Financial Information

The Foundation has a conservative Investment Policy with the goals of preservation of income along with a reasonable return on investment.   Our investments are made in accordance with the Social Principles of the United Methodist Church which exclude those corporations whose major revenues are derived from alcohol, tobacco, gambling, production of nuclear armaments and pornography, etc.

Our Investment Committee has hired Monroe-Vos Consulting Group, Inc. as the Foundation’s professional Investment Consultant.  The value of the Foundation’s total assets under management allows us to employ world-class money managers.

As the donor of endowment funds or the depositor of long-term funds of churches and church-related institutions, you will be able to decide into which of several Investment Funds you wish to have your endowment trust or deposit account invested. The Foundation selects the investment manager(s) and monitors their performance. The permanent charitable trusts and long term deposit accounts are pooled together for investment purposes. This partnership offers the possibility of minimizing investment cost while maximizing investment returns.