Investing

Why You Should Invest with The United Methodist Stewardship Foundation

 

The Power of Connections

The United Methodist Stewardship Foundation (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 cost of our stewardship education and development services are covered through your shares of ministry.

Every member of the Susquehanna Conference is a member of The Stewardship Foundation. We hold our Annual Corporate Meeting as part of the business of the Annual Conference. Through the power of connection, you are part owner of The Stewardship Foundation. The Book of Discipline of the United Methodist Church – 2012 recommends investing with the Annual Conference’s foundation. (excerpt available)

Value Added Services

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

  • Annual Commitment Programs
  • Capital Campaign Consultants
  • Christian Financial Living
  • Endowments and Investments
  • Promoting Giving to Endowments
  • Stewardship Development (3 Levels)
  • Wills and Estate Planning

We also offer personal consultations for families in financial crisis, assist with debt management, and help you AND your church develop a budget… and, stick to it!

 

The Written Word

We will assist your church in writing the actual Endowment Fund Agreement or Investment Agreement. These documents establish clear policy for the receiving, managing and use of your congregation’s funds.

 

Socially Responsible Investing

Our Investment Counselor 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.

Sub Accounting

Today, most financial institutions are not interested in managing small accounts. When you invest with The Stewardship Foundation, we treat your money as if it were our own. We know how hard it is to earn, how important it is to give, and that giving is a significant part of your worship. You may have as many sub accounts as you wish, with an initial deposit as low as $1,000. We are honored to help you grow your ministry for Christ.

 

Access To The Best

Institutional investment groups primarily 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 on-line 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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