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United Methodist Foundation of Indiana

Investment Services

 

Services for:

Churches

·   We offer educational assistance and opportunities to churches in planned giving, endowment development, stewardship and investment modeling. 

·   We support our churches in development, promotion and management of their endowment and planned giving programs. 

·   We provide professional investment management pools for our churches to utilize for their endowment and other investment funds.

·   We manage many endowments and trusts which benefit our churches.

·   We facilitate gifts from individuals which a church may not have the resources to accept, such as gifts of stock or real estate.

Individuals

·   We provide educational seminars and support in planned giving including possible tax benefits of certain types of gifts.

·   We counsel with individuals on questions relating to their personal estate or financial planning as it relates to their desires to benefit the Church.

·   We facilitate gifts of real or personal property to churches from individuals. For more information on what you can give

·   We offer various charitable gift tools such as charitable gift annuities, charitable remainder trust, lead trust, life estates or endowed funds which may benefit a church or United Methodist mission, ministry or agency.

Groups & Agencies of the Conference

·   We administer several endowments and trusts for the benefit of churches, agencies and groups within the Annual Conference.

·   We provide support for groups within the Conference in developing fund raising processes and expectations.

·   We offer fellowship and educational opportunities for our retired ministers.

 
 
Click here for a map to locate us.    Follow our Blog Posts at: Loan Fund and Foundation
Updated 09/27/2011. Questions? Comments? Contact the webmaster at: rwalker @ UMFIndiana. org (remove spaces)
8401 Fishers Center Drive, Fishers, IN 46038-2318
Telephone: 317.788.7879   Fax: 317.788.0089     Toll Free: 877.391.8811