Invest with UMF.

Impact ministry and earn a return!

When you invest through the United Methodist Foundation, Inc., you are not only growing your finances but also supporting ministry in local churches and around the world. Many United Methodist Churches and partner institutions trust UMF with their investments, often maintaining multiple accounts tailored to different needs and purposes.

INVESTMENT ACCOUNT OPTIONS

  • ENDOWMENT ACCOUNTS (Permanent account)
    • Endowment Accounts are permanent in nature, meaning that funds placed in an Endowment cannot, at a later time, be completely withdrawn and the account closed. Endowments are popular with many churches and donors knowing the funds will always remain at the Foundation and will pay dividends in perpetuity. Permanent Endowment funds are typically invested only in the Balanced Fund. For more information regarding endowments, click the link below.
    • Learn more about endowments with our Endowment Guide.
  • REVOCABLE ACCOUNTS (RA) (Non-permanent account) – Money Market and CD
    • Revocable Accounts function in a similar way to permanent Endowment Accounts, but can, at any point the donor chooses, be closed and any remaining funds on hand are then returned to the donor. The flexibility of such an account is attractive to many churches as it allows a pathway to change if circumstances require it. RIA funds are invested in either the Balanced Fund or the Income Fund. If you want to know more about how our funds are invested, feel free to browse the Investment portion of our website.
Socially Responsible Investing

In alignment with the Wesleyan Tradition, UMF provides a unique selection of fund portfolios that prioritize socially responsible investing. This enables churches and nonprofits to achieve their long-term financial goals while supporting ethical practices and empowering our work in North Carolina.

How to open an account

  1. Choose the type of account you wish to open.
  2. Complete the form below and click “Submit.”
  3. One of our team members will follow up with you to finalize the setup.

If you have any questions while completing the forms, please contact Kim Smith at (919) 836-0029 or via email.

Payout options

Both Endowment and RA accounts follow UMF’s current guidelines for payouts. Our standard spending policy is a 5% payout of the January 1 market value, distributed quarterly, semi-annually, or annually.

Investment Account Set Up

Please provide the information requested below. If you have any questions please call the Foundation at (919) 836-0029.

MM slash DD slash YYYY
Account Type(Required)
Church/Organization Name(Required)
Church/Organization Address(Required)

Please describe the purpose for which distributed funds may be used.

Signatories

At least two (2) signatures are required. NOTE: All signors will receive the agreement for signature via DocuSign. Please follow the link in the email you will receive from United Methodist Foundation, Inc. with the subject beginning with “Please DocuSign” followed by the document’s name. Your electronic signature is valid in all states.
Signor 1 Name(Required)
Signor 2 Name(Required)
Signor 3 Name

Your Information

Name(Required)
Email(Required)

Reminders

UMF MUST receive the executed agreement back before or with the initial deposit for investment to occur. Deposits received before the agreement will be placed into a holding account in our system with no participation in the market. Please be sure to press the Submit button to transmit your information. Thank you!
This field is for validation purposes and should be left unchanged.

Need more information about investment accounts, wills and estate planning, stock gifts, etc.?

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