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What We
Offer - Reasons To Use the
UM
Foundation of WV, Inc.
-
Over 30 years experience
- Serving only United Methodists and UM Churches and agencies.
-
501 (C) 3 Nonprofit Corporation
(Separate from but connected in mission to the WV Annual Conference) - no
dividends to pay to shareholders, no commissions to "salesmen"
-
Investment Assets of $50
Million
*
Advisory services provided by MonroeVos, of Houston, TX and Birmingham, AL
* Utilizing eight of "American's best" investment managers
* Bank of New York serves as the custodian institution
-
Socially Responsible
investing practices - in accordance with the Social Principles of the
United
Methodist Church
-
Cost Effective
- same percentage fees, diversity, reduced risk, and total yield to all
accounts regardless
of size of account
-
Professional Staff
Full time - wholly dedicated to United Methodist causes - trained in planned
giving Stewardship
(estates, wills & trusts, annuities, life estates, endowments, gifting of
appreciated assets, i.e.
real estate, securities, etc.)
-
Deposit Accounts
are "on demand" - no maturity dates, no penalties for withdrawals, all
deposits/withdrawals are "any amount at any time"
-
Accountability
* Governed by a 32 member Board of Trustees
* made up of United Methodists from
throughout the WV Conference (3/4 are laity and 1/4 are clergy)
* Annual financial audits by an independent CPA firm
-
Received over $25 million in
the last 10 year
* all dedicated to UM causes selected by the individual, Church
and/or agency
* two-thirds of all assets are permanent endowment trusts -
perpetual funds providing income for
ministry, indicating the UM Foundation's expertise in developing
charitable gifts, and reputation
to serve as a perpetual trustee of charitable
gifts
-
No Cost
for document preparation, consultations, visits, appointments, services
calls, presentations to
committees and groups, preaching, etc.
What we
offer Individuals and Families
What we offer Churches and
Conference-related Ministries
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