Investments
Discover the Foundation Advantage
At the Foundation we believe that churches deserve a financial institution that reflects their stated Christian values and social principles. We offer UM churches and related agencies a diversified institutional caliber, socially screened investment portfolio that delivers long-term returns. Unique in the investment world, the fee income we earn supports the Foundation’s ministries, programs and grants that help your faith community grow.
Explore Quicklinks & Resources
How We Can Help
Our team thrives on partnering with individuals and churches to provide insights and expertise. Whether you’re new to investing or an experienced hand, the Foundation is prepared to meet your needs. Some of our specialties include:
Trustee Education & Training
Promoting a Planned Giving Ministry
Create a Church Endowment Policy
Have a Question?
We are dedicated to serving all United Methodists across New England and New York. Start a conversation to learn more about our offerings or begin working with us today.