Investing
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There are many reasons for setting up funds for your church through the United Methodist Foundation. Below is a list of the most common fund types for churches, along with a brief description of each. If you have any questions about any of our funds, please do not hesitate to contact us for more information. |
| Endowment Fund |
Provides a perpetual source of income for:
- General Operations (unrestricted)
- Missions
- Scholarships
This fund may limit the use of principal, and utilizes a spending policy. |
| Project Fund |
A fund to collect and disburse funds for a project with a defined life of three years or less, such as a building campaign. All money raised in this fund will be spent. |
| Investment Management Fund |
A fund to use for general operations and miscellaneous funding needs. There are no restrictions as to the use of principal and interest. |
| Cash Reserve Fund |
A fund designed to amass a short-term cash reserve or handle pre-paid pledges. This fund is normally invested in the Money Market Portfolio. There are no restrictions as to the use of principal and interest. |
| Certificate of Participation (COP) |
A one-year fund to provide a fixed rate of return. For more information on COPs, please visit Certificate of Participation. |
| For more information, please: |
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“Earn all you can, save all you can, give all you can.”
-John Wesley
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