Fund management, investments, and stewardship services to help individuals, churches, and other United Methodist ministries.
"Laying a good foundation for the future." I Timothy 6:19
We are pleased to offer publication designed to help you and your church better understand and prepare for your financial future. It is our desire to make available tools that help you get the most from the financial resources now while also planning for your future.
Year-End Giving –
Electronic Distribution Version
Professional Print Version
learn how your life insurance can benefit your church
The average family owns more than $25,000 of life insurance, yet little of this money ever finds its way into the church because few people are aware the opportunity even exists. This pamphlet offers practical information about using insurance for charitable giving.
answers to questions about a generous way to benefit your family and favorite ministries
Practical insight and answers to questions about
this generous opportunity that can benefit family and favorite ministries. A charitable remainder trust can provide income to you and/or other income beneficiaries for life or a period of up to 20 years. This pamphlet helps readers understand the benefits of having a charitable remainder trust.
answers to your questions about charitable gift annuities
This pamphlet will help readers discover a great opportunity to help the church or other ministry while providing a simple, guaranteed source of income. Gift annuities deliver competitive rates without the necessity for complicated investment strategies.
Growing Joyful Stewards in Your Congregation
Each issue of Giving is designed to help leaders and givers grow in the grace one finds in being generous toward God. In addition to providing cutting-edge stewardship articles, this journal outlines a basic annual financial campaign, "New Love, New Mercy: The Spiritual and Stewardship Discipline of Repentance." This program is suitable for the Lenten season and for fall campaigns. Includes a planning schedule, suggested timeline (with scripture references), sample giving cards, bulletin inserts and letters of invitation.
a focused one-day capital campaign
strategy for your church
Dr. Wayne C. Barrett, CFP ®
Discover an intensive fund-raising campaign culminating in a major offering received on one day, known as “Miracle Sunday.” This booklet outlines the entire process from beginning to end, including a communication strategy and timeline that you can use to implement your own "Miracle Sunday" fund-raising event at your church. This approach is especially helpful during tough economic times.
This short DVD effectively highlights how the small church is different, but can still be successful.
Includes the “Ten Commandments of Commitment Campaigns” by Wayne Barrett, CFT (58:58 min) & “Encouraging the Joy of Generous Giving” by David S. Bell (48:08 min)
Dr. Wayne C. Barrett, CFP ®
This resource provides valuable ideas to help understand the risks and returns of investing church endowments, memorial funds, building funds, parsonage sale proceeds and many more investment challenges..
connecting your faith, values, and legacy
This pamphlet is filled with helpful information about incorporating faith and values into estate planning. This valuable tool will help readers know how to exercise their "will power" to include provision for church and ministry organizations within a will.
a survivors’ guide to the location and
distribution of personal property
This is a helpful resource everyone should have.The easy fill-in-the-blank process will lead you through identifying everything from the location of your will to contact information for insurance and investments, and even preferences regarding your funeral.This booklet will help to ensure that your loved-ones have the information they need to carry out your wishes upon your death.
©2006-2013 The United Methodist Foundation of Michigan. All Rights Reserved. This website does not attempt to make specific legal or tax advice. For advice on how to handle your individual situation, the services of a competent legal, tax, or financial planning professional should be obtained.