The Triple Benefit

Through our comprehensive financial, educational, and consulting services, the Foundation assists our churches and agencies to achieve the triple benefit of strong financial performance, social justice, and sustainability.

Services For Churches

We help churches achieve their financial and ministry goals. For churches we provide the following services:

  • Loans at a below-market rate
  • Multiple investment options
  • Investment management for endowment funds
  • Trustee services for charitable trusts
  • Establishment and administration of endowment programs
  • Emergency grants
  • Consulting services for planned giving, stewardship, and fundraising

Services For Individuals

We help individuals develop sound personal stewardship strategies that will lead to financial stability and the cultivation of their gifts for the glory of God’s kingdom. For individuals we provide the following services:

  • Investment accounts with above-market rate of return
  • Planned giving options such as: wills & estates, gift annuities, charitable trusts, and donor-advised funds that benefit United Methodist churches and agencies
  • Trustee services for charitable trusts
  • College scholarships and student loans