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To login to your investment account with
the Foundation,
click here.
The mission of the Foundation is to
Educate, Empower and provide the Tools for
United Methodists to faithfully fund the
ministry of the Church. We put FEET on your
$$$ by offering programs for planned giving,
investment management and leadership in
developing endowment or other funds whose
income will provide opportunities for
expanded ministry. In 2004, the United
Methodist Frontier Foundation was formed
from a consolidation of the New
York-Connecticut Foundation and the United
Methodist Church Foundation of the New York
West Area. In 2004, these predecessor
foundations paid out over $1,600,000 to or
on behalf of our four hundred and fifty
investor organizations. We managed over
$3,150,000 of funds that are permanently
placed with us, and manage some $30 million
in church and Conference monies. We
administer sixty Charitable Gift Annuities,
and paid out over $180,000 to annuitants and
final beneficiaries last year. We also make
available specific information and resources
regarding the importance of wills and
related matters, such as health care
proxies.
In 2004, churches and related organizations
invested over $3,199,000 through our
predecessor foundations. Our investment
goal, realized over the last several years,
is to provide a yield that equals or
surpasses the Standard and Poor's 500 Index
and The Lehman Brothers Intermediate
Government/Corporate Bond Index.
In order to comply with the United Methodist
Social Principles, all Foundation
investments meet the requirements of the
General Board of Pensions social screens. In
addition, securities must meet the
investment criteria of our professional fund
managers, US Trust, John G. Ullman and
Associates. Last year our equity fund
returned, after fees were taken out, 5.23%;
our bond fund has a five-year average net
performance of over 5.42%; our balanced
funds showed net returns of 3.04% and 6.34%
last year.
The following forms and/or brochures are
available for download*. These forms and/or
brochures describe assistance available to
institutions:
To login to your investment account with
the Foundation,
click here.
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