Investment Offerings
Providing a full range of investment solutions invested in accordance with Methodist values and designed to provide competitive returns to fund ministries.
Investments to Achieve Mission
We understand that investing wisely is the first step to ensuring the sustainability of your ministry.
As stewards, the Foundation has a legal obligation to act in the best interests of our clients. We strive to provide a reasonable return on investments, without taking unreasonable risks.
We offer a wide range of investment options to meet the diverse financial goals of our clients.
The Foundation partners with two professional investment managers - SouthCol Advisors and Wespath Institutional Investments - who work closely with the Board and Investment Committee to monitor investment performance and impact performance.
We offer several investment solutions to meet a variety of financial goals and funding needs.
We practice mission-aligned investing, which means investments are made in accordance with the Social Principles (Paragraph 717) of the United Methodist Church.
Do No Harm: We avoid exposure to companies whose business does not align with Methodist values, including alcohol, firearms, military weapons, gambling, tobacco, and adult entertainment.
Do Good: We pursue exposure to companies whose business aligns with Methodist values in terms of their concern for climate, community, conservation, diversity, and wellness.
DonorView Portal
Online access for account information, consolidated reports, statements as well as deposits and withdrawals for those we serve.