Services

Here to Serve You!

The United Methodist Foundation of Michigan serves pastors, church and ministry leaders, and individuals across Michigan. We come alongside your ministry to help you live into your purpose and vision. We offer a broad continuum of financial stewardship services, including value-aligned investment funds, stewardship consultation, planned giving seminars, grants, awards, and scholarships.

Grants & Scholarships

Loan Funds

Investment Funds

Planned Giving

Consultations/ Coaching

Other Ministry Organizations

We can help your organization generate the income you need to achieve your goals and objectives.

Develop Audit and Evaluation

The Foundation staff is available to consult with you to evaluate the development ministry of your organization. This service may help you identify new areas for service or new staff initiatives.

Planned Giving Program Development

The Foundation can help your organization begin to tap the greatest transfer of wealth in human history. If your institution is not currently receiving a significant and growing portion of its gift income through planned gifts, this area may be the next step in your stewardship ministry.

Planned Giving Presentations and Programs

The Foundation's trained presenters are available to address board meetings, donor seminars, and annual meetings, as well as a wide variety of other venues for information and inspiration.

Individuals

We can help you with your personal financial and estate planning as well. Below are some of the ways we serve individuals in Michigan with their personal financial needs. Also, be sure to check out the publications we offer to help you with your personal financial and estate planning.

Financial and Estate Planning

Let us be the first place you go for information and resources before retaining professional legal and financial planning counsel. We can assist you in framing the issues you will present to your counsel, and potentially save you both time and money.

Professional Trust Management

We provide high quality, low cost administration for testamentary and charitable remainder trusts. In addition, we offer administration of living trusts and estates at very reasonable expense. We provide a trusted source for support and other management services.

Life-Income Gifts

The Foundation's trained presenters are available to address board meetings, donor seminars, and annual meetings, as well as a wide variety of other venues for information and inspiration.

Charitable Estate Planning

We offer free, no-obligation consultation in providing for the church and other charities through the planned-giving strategies that best fit your personal needs.

Endowments

Healthy congregations are receiving a growing portion of operating income from endowment earnings. The United Methodist Foundation of Michigan can help you take advantage of this enormous opportunity.

The primary purpose of an Endowment Fund is to offer a means by which members and friends of a church can make gifts and bequests that provide permanent financial support and living memorials. The Endowment Fund assists the church in fulfilling its purposes in ministry and mission. Endowment Fund Income is used to support ministries beyond normal local church activities or to provide temporary assistance in starting new ministries.

Endowment Funds may accept both cash and non-cash gifts and bequests. Non-cash gifts may include corporate stock, mutual funds, bonds, bank deposits, and real estate.

To help you with endowment planning, we have created the following sample. Each document provides information to help you in your planning and implementation of an endowment fund.