Greetings!
We hope you will take a few minutes from your busy day to learn about the Foundation's Investment Program. We offer high quality, professional investment management, careful stewardship of investments that honors UM social principles, and accessible, excellent customer service. Please read on! |
| Investment Opportunities
Why Choose the UM Foundation
At some point most every local church has money to invest: |
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- A bequest received which will benefit the church in perpetuity
- Property sold with proceeds to be used over time for capital needs
- Reserves to be spent only as needed
When this happens, the church has many options:
- Invest locally in CDs
- Use a local financial advisor to buy mutual funds
- Have funds managed by church members
With all these options why consider the Foundation?
We offer a disciplined, diversified, flexible and professional approach to investment management while providing competitive returns and adhering to the Social Principles of the United Methodist Church.
Our Competitive Returns
|
Portfolio |
Allocation
(Stocks/Bonds) |
2010 Return
Net of All Fees | |
Aggressive Fund |
85/15 |
10.8% | |
Moderate Fund |
60/40 |
9.8% | |
Conservative Fund |
35/65 |
9.0% |
And consider this: Read more... |
| Socially Responsible Investing
What - Why - How |
The Foundation's socially responsible investment (SRI) philosophy sets its Investment Program apart from traditional investment op tions. We make a conscious effort to make investments in institutions that are consistent with the goals outlined in the Social Prinicples of the United Methodist Church.
Using portfolio screening we exclude investments in organizations earning significant revenue from gambling, the production of weapons-related systems or nuclear armaments, alcoholic beverages, tobacco or pornography. And we endeavor to avoid investments that appear directly or indirectly to support racial discrimination, violations of human rights, sweatshops or forced labor or flagrant damage to the environment. Read more...
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| 21st Century Stewardship
A Volunteer's Perspective |
| We live in economically challenging times. United Methodists and the churches of the Northern Illinois Conference seek wise stewardship of their resources that will prudently multiply resources for ministry in ways consistent with our values. The United Methodist Foundation of Northern Illinois (UMF) provides churches and agencies with an excellent way to invest funds, grow endowments and other charitable gifts.
As a member of Christ UMC in Rockford I know that the UMF has provided a responsible way to grow our endowment fund for future ministry that will have an impact locally, nationally, and around the world. Read more... |
