August 2019 Newsletter

Investment Account Rebalancing
David Bell, President & Executive Director, announces the annual rebalancing of UMF-Collective Investment Fund, LLC. This rebalancing will occur in the month of September. Read his letter here. We have reached a milestone in our investment funds with over $120 Million under our fiduciary care. We encourage you to review our socially responsible fund performance . If your church or agency is interested in learning more about our value-aligned investment options or other services, contact us today for a personal consultation.

Living Wills and Advance Directives
As you approach end-of-life decisions, there are several steps that should be taken to make sure you receive the right type and level of care. To assist you in these decisions, you may consider Advance Directives or Living Wills.

These documents are designed to assist your family and doctors in making the best medical decisions according to your preferences. Learn more here.

The State of Michigan offers you an opportunity to complete an advance directive online and send it to a statewide registry. Click here for more information about MI Peace of Mind.

Grants Available 2019 Clergy Benefits Academy-Be Inspired
The 2019 Conference will be held in Myrtle Beach, SC November 11-13, 2019.

The United Methodist Foundation of Michigan offers a limited number of $500 grants to participating clergy who have been recommended by their District Superintendent to attend.

Topics include: Financial Wellness, Clergy Tax Laws, Pension Benefits, Benefits You Need Most, Social Security and Church Finances. Click Link below for more information.

Clergy Benefits Academy 2019 | Wespath Benefits and…

All active clergy members of The United Methodist Church: Wespath Benefits and Investments (Wespath) invites you to attend the Clergy Benefits Academy! The Clergy Benefits Academy is for all ages and stages of ministry-new ordinands, early-career …

Read more

Planning a Building Project or Expansion?

Part of our Mission involves the operation of the Michigan Area Loan Fund. Since, 1969 we have been helping grow the ministry of local congregations and related organizations. We offer both Mortgage Loans and Unsecured Loans at competitive rates, low closing costs and a streamlined application process. Within the past 10 years, we have loaned over $17M to more than 62 churches.

We also welcome investors, both churches and individuals, to be a partner in expansions and renovations within our conference. Interest rates for investors is 2.75%. We are happy to distribute quarterly interest payments or to reinvest your earnings.

Contact us today for more information.

Share this post with your friends

Share on facebook
Share on google
Share on twitter
Share on linkedin