The Foundation provides a way for local churches to invest funds and reach their financial objectives while honoring the Social Principles of the United Methodist Church. Our portfolio is invested with Wespath Institutional Investments. After an initial period of one year, funds can be withdrawn according to the wishes of the church.
Klingbeil Investors Grant: Churches that establish a new investment account with the Foundation from July 1 - December 31, 2022 will receive an annual grant of 2% of their initial deposit for the three years following their initial investment. This grant applies only to the first $75,000 invested. The grant will be forfeited if the church closes the account before the end of the third year. The principle must remain invested for the full three years and earnings are available after one year. For example: A church invests $50,000 in a new investment account. At the end of each year, for three years, $1,000 will be deposited in the church’s account. After three years, $3,000 will have been deposited in the account, plus interest.
Investment Accounts take advantage of the Foundation’s investment power to provide more funds for the ministries of your church. You have access to the funds after one year of the initial investment.
Please download the forms below and mail completed applications to: