Our Services
Explore our services for churches, organizations, clergy, and individuals. Donors’ investments are professionally managed by UMF’s investment advisor, SEI. The earnings and income generated from these investments enable donors to fulfill the mission God has placed on their hearts.
Short-term Fund
Current Rates
CD coupon rates change weekly. Your rate will be within the range provided. Actual rate will be provided at the time of purchase.
Saving Grace Fall
Stewardship Training
August 6 – September 17, 2024
(11:00 AM – 12:30 PM)
Clergy Loan Program
Fall Application
Loan applications open first week of OCTOBER through the last week of NOVEMBER.
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Training and materials for the Consecration Sunday Stewardship program.
If you are looking to enhance your church’s stewardship, we can help you implement an effective and proven program tailored to your congregation. Learn how to launch a successful Consecration Sunday Program or connect with a Guest Leader. At UMF, we offer training and personalized consultations to guide you every step of the way. Click here to learn more or register.
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Saving Grace: An online, personal financial training course.
The Saving Grace program offers practical financial education rooted in Christian values, covering budgeting, saving, debt reduction, and generous giving. It aims to help individuals and congregations manage money effectively and faithfully. UMF offers this free, online course twice a year in August and January. Click here to learn more or register.
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Clergy Loan Program for appointed UMC clergy.
The Clergy Loan Program was established to help clergy and their families overcome debilitating debt, which can adversely affect not only personal and family life but also church relationships. Our goal is that clergy will discover new and healthy ways to steward the financial blessings God has provided. Click here to learn more or apply.
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Develop an endowment or grow your current endowments.
Endowments are a self-sustaining source of annual income. When your church chooses to set up an endowment fund, it is making a commitment to its members to act as a good steward of the donated assets. And when donors give to the endowment fund, they are creating a legacy of stewardship that can last for years to come. To learn more about endowments and how they work, click here. Or, fill free to reach out to our team.
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Learn how planned gifts allow individuals to secure a charitable legacy.
Through planned giving (also known as legacy giving), donors can make charitable contributions as part of their financial or estate plans, often given to nonprofits after they pass away. By cultivating support now and providing a clear path, churches and nonprofit organizations can encourage donors to include them in their wills. We work with individual donors to create thoughtful gifts that align with their personal goals, such as reducing tax liability, ensuring lifetime income, and preserving assets for heirs. Click here for more information.
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Money Market & CD’s: Short-term, low-risk investment options.
Institutional investing, just like individual investing, should be personal. The UMF Short-term Fund is committed to offering a personalized approach to institutional investing. Just as you sit down with your own personal financial planner, UMF Short-term Fund first learns about your organization’s goals and needs. By knowing what you hope to accomplish, we tailor investments to your needs. We handle the investing so you can accomplish the vital work of your ministries. Click here to learn more.