The Foundation’s Investment Policy Statement guides our Investment Program, giving direction to the Investment Committee of our Board of Directors. The Investment Committee meets quarterly with our Investment Consultant, Envestnet | PMC.
The following documents are for use by clients of the Foundation:
Withdrawal Form for Investors
Funds Reallocation Form for Investors
Updated Signatory Sheet for Investors
Detailed information about the Foundation Investment Program is available on request. Contact Us to learn more or to schedule a time to meet with you.
If you would like to donate appreciated assets (stocks, bonds, ETFs, mutual funds) to your local church, to the UM Foundation, or other UMC-related charitable organization, please visit the “Donate” page for more information.