Professionally Managed Investment Funds
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
The Fossil Fuel Free Growth fund offers the option for excluding fossil fuel companies from the portfolio
