WHY CHOOSE THE UM STEWARDSHIP FOUNDATION?

The Power of Connections

The United Methodist Stewardship Foundation brings more than thirty years of stewardship education and development to the table along with more than fifteen years of experience as a 501(c)(3) nonprofit religious foundation. We are part of the Susquehanna Conference of the United Methodist Church and have at our fingertips all of the resources available through this great connection. The Book of Discipline of the United Methodist Church – 2016 recommends investing with the Annual Conference’s foundation.

Value Added Services

The Stewardship Foundation brings high-quality educational seminars and workshops to your church or organization at no charge. Here are just a few of the topics available:

  • Funds Management

  • Planned Giving

  • Establishing an Endowment

  • Stewardship Development

  • Capital Campaigns

Endowments

We will assist your church or organization in developing an Endowment Fund Policy and set clear guidelines for the receipt, management and use of your organization’s funds.

Socially Responsible Investing

Our Outsourced Investment Office is PNC Institutional Investments Group from Camp Hill, Pennsylvania. PNC Representatives, along with our highly-qualified Investment Management Committee, oversee The Stewardship Foundation’s portfolio, held in accordance with The Social Principles of the United Methodist Church. Together, these professionals constantly monitor market trends and share that information with you in publications such as Investment Outlook, Market Update, and PNC’s Quarterly Performance Commentary.

Access To The Best

Most institutional investment groups work exclusively with large institutional investors. Here’s that power of connection again… because your account is held along with many other church accounts, you have access to the services of nationally recognized investment managers who rank at the top of their profession.

You Are In Control

You may select your own asset allocation in order to maximize your returns. We also offer online access for specified representatives of your church. Our account statements have recently been improved for better understanding, and we are available to answer your questions, visit your group, and review your portfolio upon request.

 
 

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