Ebenezer UMC, Potomac Highlands District

United Methodist Foundation of West Virginia, Inc.
Serving United Methodists in West Virginia and Garrett County, Maryland

  House of the Carpenter, Wheeling  Communion Table at 2009 Annual Conference   Bishop Lyght and members of Africa University Choir   United Methodist Foundation office entry GlenWood Park welcome sign, Princeton

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What We Offer - Reasons To Use the UM Foundation of WV, Inc.
 

  • 35 years experience - Serving United Methodists and United Methodist 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 pay
     

  • Investment Assets over $42 Million
       *  Advisory services provided by MonroeVos, of Houston, TX and Birmingham, AL
       *  Utilizing "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 - 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 
        * 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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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