Church Investments

How are your investments doing?  Is the performance strong?  Are your investments aligned with United Methodist values?  Are you supporting the church’s ministry or your bank’s ministry?

Managing your church’s investments can be a complicated process. The challenge of balancing safety and returns, meeting the church’s Socially Responsible Investing mandates and managing how the endowment can best be a ministry tool can all be enormous challenges for a volunteer committee.

Sample Policies

Contact us for samples of policies including:

Socially Responsible Investing

Through our investment partner Wespath we offer one of the strongest, most comprehensive SRI programs to be found. You can learn more about Wespath, its programs and approaches here.

Fund Performance

See a brief description of our funds and the most recent performance information here.

Forms for your church account

If you are already investing with the Foundation, you can download account management forms below. Both of these forms will need to signed, therefore they can not be fully completed online. However, after the forms are signed feel free to return the form by scanning and e-mailing it, faxing it, or mailing it to our office.

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