When you make an investment through UMF, you are impacting ministry in the local church and around the world while earning a return.

Manage or Open an Account with Confidence

Everything you need to open, update, or manage your account—clearly outlined in one place.

Not sure where to start? We’re happy to help. Contact our team and we’ll guide you.

open accounts, new accounts, end-of-year giving, stock gifts, tax benefits, planning

Investing with UMF

Whether you’re opening a new account or managing an existing one, use the options below to take your next step.

START A NEW FUND OR INVESTMENT ACCOUNT.

Opening an account is simple. Complete the application and our team will guide you through the next steps to get your account set up and funded.

Our team will follow up to finalize details
For churches, ministries, and individuals
Multiple fund options available

Types of Accounts

Endowment Account (Permanent)
Revocable Investment Account (RA/Non-Permanent)
Money Market Account (RA)
CD (RA)

Not sure which fund is right for you? We’ll help you choose the best option for your needs. Contact us today!

Open a New Account

Balanced Fund and Income Fund
Investment Policy Statement

This statement of investment policy reflects the investment policy, objectives, and constraints for the Balanced Fund and Income Fund of the United Methodist Foundation, Inc.

Balanced Fund

Income Fund

VIEW BALANCES, STATEMENTS, AND ACTIVITY ANYTIME.

Use DonorCentral to securely access your account information, including monthly values, quarterly statements, and transaction history.

Set up access with a quick email request
View-only access (no transactions made online)
Go paperless with online statements

Donor Central

MOVE FUNDS WHEN YOU NEED THEM.

Submit a distribution request to transfer funds from your account. Whether it’s supporting ministry needs or covering expenses, this is the fastest way to request a withdrawal.

Secure and trackable
One-time or scheduled distributions
Our team will process your request

The Distribution Request form requires two (2) signatures. If the second signer is not available to sign the online form below, please complete and send this PDF fillable form here.

Request a Distribution

UPDATE DETAILS, CONTACTS, OR ACCOUNT STRUCTURE.

Use the amendment request form to make updates to your account. This includes changes to authorized signers, account purpose, or other important details.

Update authorized signers
Adjust account information
Keep your account current

Amendment Request

SET UP AUTOMATIC DEPOSITS AND DISTRIBUTIONS.

Electronic Fund Transfer (EFT) allows you to securely move money between your bank account and your UMF account—without writing checks.

This is best for ongoing deposits or receiving regular distributions

Step 1: Enroll in EFT (One-Time Setup)

Before you can transfer funds, you’ll need to complete a short enrollment form.

Choose the correct form below (church/institution or individual)
Must be signed by authorized signers on the bank account
Include a voided check for verification

Once submitted, our team will confirm when your account is ready.

Enroll in EFT (Churches/Institutions)

Enroll in EFT (Individual)

Step 2: Request a Deposit (After EFT Enrollment)

Use the Deposit Request Form to move funds into your UMF account.

One-time or recurring transfers available
Processed securely through ACH

Once enrolled, distributions can be sent directly to your bank account. If you need to request a distribution, our team will help facilitate the transfer.

Submit Deposit Request

Helpful to Know

Enrollment is required only once
You can request transfers as needed after setup
Our team is available if you’re unsure which form to use
Form must be signed by the same individuals authorized on the bank account

Submit form and MAIL voided check to UMF, c/o Kim Smith, 700 Waterfield Ridge Place, Garner NC 27529. Or, email securely to [email protected]

GIVE THROUGH APPRECIATED SECURITIES.

If you’re making a stock donation, start with a Memorandum of Intention form to ensure your gift is processed correctly.

Memorandum of Intention for Stock Gifts form must be completed before initiating stock transfer
Follow-up email with account information will be sent to email provided upon completion and submission to UMF
Coordinate with your broker to complete transaction

All gifts of securities must be DTC/ACAT eligible.

Make a Stock Donation

FAQ

Discover how endowments can create a self-sustaining source of annual income.

An endowment is more than a financial fund—it’s a commitment to long-term ministry. By preserving the principal and using only the earnings, endowments help churches and organizations support their mission for generations. It’s a powerful way to practice stewardship today while building a legacy for tomorrow.

Learn More