United Methodist Frontier Foundation

Church Programs - Assitance for Institutions

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The goal of the United Methodist Frontier foundation is to educate, empower and provide the resource tools for United Methodists to faithfully fund the ministry of the Church. We put FEET on your $$$ by offering programs for annual giving, planned giving, investment management and develop endowments or other funds whose income will provide opportunities for continuing and new ministry. The following forms and / or brochures are available for download*. These forms and/or brochures describe assistance available to institutions:

UNITED METHODIST FRONTIER FOUNDATION
PERFORMANCE HISTORY
Published Summer 2009 for Periods Ending 6-30-2009

The United Methodist Frontier Foundation, Inc. – UMFF -- invests its own funds and those of its clients in various strategies through SEC-registered investment advisers. Each fund is invested in high-quality equities and/or fixed income securities and, in compliance with the Social Principles of the United Methodist Church, avoids investments in companies involved in beverage alcohol, tobacco, gambling and warfare. All investments meet the requirements of the General Board of Pension and Health Benefits. Companies are further screened to meet our investment advisors’ selective financial and investment performance requirements. This stringent screening process assures that the investment funds we offer are of the highest financial quality while at the same time demonstrating social responsibility. All investments are now with John G. Ullman & Associates.

Specific Fund objectives are as follows:

BOND FUND: The bond portfolio invests only in investment-grade fixed income securities. It holds both US government and agency and corporate bonds. Average credit quality is AA; average maturity is 3.5 years.

BALANCED INCOME FUND: Established in 1994, this fund seeks income that exceeds bank interest, with some growth of principle. Its investment target is 70% bonds, 30% stocks.

GROWTH AND INCOME FUND: Established in July 2000, this fund is invested half in stocks and half in bonds and is rebalanced whenever either allocation exceeds 60% of the portfolio.

CORE EQUITY FUND: This fund invests only in equity of large companies with excellent financial records that offer a high potential for continuing performance.

EXTENDED MARKET EQUITY FUND: Established in January 1994, this fund invests primarily in domestic stocks of various capitalization levels. Its target allocation is half “blue chip” and half special situation stocks.

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