Helping Faithful People
Live Generous Lives

We provide a continuum of financial stewardship, asset management, and donor-directed services for Michigan Area United Methodist constituents. Whether you are a pastor, lay person, or church leader, we look forward to partnering with you as you seek to fulfill your vision and mission.

 

Effective November 9th we will have a new address:

3347 Eagle Run Dr NE, Suite B
Grand Rapids, MI 49525

All emails and phone numbers will remain the same.

 

Annual Rebalancing

Annually, as part of our disciplined investment process, the United Methodist Foundation of Michigan implements a rebalancing program across all investment strategies. This risk management approach adjusts each account to the target asset allocation elected on your original investment application or a subsequent written communication. The annual rebalancing will occur during the month of November, 2017. No action is required by you for this rebalancing to occur. You will note this rebalancing when you receive your account statements in December.

Remember that you have complete flexibility with this asset allocation. You may choose a portfolio heavy with stocks (i.e. 80% Stock Fund/20% Bond Fund) or an allocation with more fixed income assets (i.e. 40% Stock Fund/60% Bond Fund) or any other percentage allocation mix between the Stock Fund and Bond Fund. Those account holders who have directed us to maintain a "balanced" portfolio will have an allocation of 60% invested in the Stock Fund and 40% invested in the Bond Fund.

On behalf of the Board of Directors and the staff, I extend my appreciation for the opportunity to serve your church's investment needs. Please do not hesitate to contact us if you desire to change your account allocation or if we may serve other stewardship interests.

 

Serving Michigan Area Churches for Nearly 90 years

UMF Michigan offers a variety of programs and services to help your church get the most from available financial resources. From professional, socially responsible fund management, to stewardship education, development of effective capital campaigns, planned giving seminars and more, we are experts with years of experience helping churches just like yours. In fact, UMF Michigan is the preferred provider of value-aligned investment and financial stewardship services to the vast majority of United Methodist congregations across Michigan. Learn more about the many services UMF Michigan provides Michigan churches.

 

Serving Individuals with Legacy Planning

UMF Michigan can help you with planned giving and estate planning as you seek to define your legacy. Since 1982, we've been helping pastors and individuals like yourself with financial and estate planning, professional trust management, charitable estate planning and more. Learn more about how UMF Michigan can help you, and be sure to check out the resources availalbe from our online store to help you with your personal financial and estate planning.


 

 

 

Offering a Value-Aligned Investment Opportunity
for You and Your Church

We're proud of the financial history of our investments! UMF Michigan has now combined all funds into our newest fund option to best meet your financial investment needs. Not only is our fund a great investment managed by professional institutional asset managers with years of experience, but our fund is uniquely customized to adhere to the socially responsible investment requirements of The United Methodist Church. You can feel confident knowing that your resources are safely invested with companies that produce products or engage in activities consistent with your beliefs and values.

Take time to learn more about the UMF Collective Investments Funds of Michigan LLC today and discover why we are the preferred provider of investment services to the Michigan Area of The United Methodist Church!

 

 

 

 

 

 

 

 

 

 

 

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