• Professionally Managed Investment Fund

  • Endowment Management

  • Planned Giving Programs

    • Charitable Gift Annuities

    • Charitable Trusts

    • Donor Advised Fund

  • Education Modules for Churches, Individuals, and Ministries

    • Stewardship & Generosity Workshops

    • Planned Giving Workshops

    • Endowment Building Workshops

    • Capital Campaign Considerations and Counseling

  • Socially Responsible Screening

    • We invest in a manner consistent with the social principles of the United Methodist Church

    • We do not invest in equities associated with ALCOHOLIC beverages, tobacco products, gambling, or weapons