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About Us

Funds Management Approach

Our funds management approach is based on a Biblical and theologically sound approach to Christian stewardship. The Foundation strives to work for churches, clergy, and individuals that desire to express a lifelong commitment to The United Methodist Church. When deciding investment guidelines, the Board of Directors follows these principles:

The Foundation maintains the Core Balanced Account with a typical asset allocation that includes 60% domestic and international equities and 40% fixed income securities. This allows for the pooling of resources to accomplish together what would be difficult for most local churches and agencies to accomplish on their own. This approach makes it possible to diversify investments for greater conservation of capital and to provide ongoing professional attention to market conditions.

In managing permanent funds for the churches and institutions of the Western Pennsylvania Annual Conference, the Foundation is helping church members multiply the talents they have been given and to answer God’s call for intentional and responsible stewardship. Each year the Foundation distributes nearly $2 million to churches and agencies. Since inception, the Foundation’s average return has been 8.0%, net of all fees.

In addition to the Core Balanced Account, the Foundation also manages the more recently established Aggressive Account. This account has an asset allocation of 80% domestic and international equities and 20% fixed income securities. Unlike the Core Balanced Account, there are no regular distributions and this account is designed to have a longer investment horizon.

The Foundation also manages the Income and Growth Account. This account has an asset allocation of 20% international and domestic equities and 80% fixed income securities. Like the Aggressive Account, there are no regular distributions and this account is designed to have a shorter investment horizon than the Aggressive Account.

For more information on any of the Foundation’s account options, please contact us.

 
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