Endowment Model 2012 Payout Rate

The Investment Committee of the United Methodist Foundation of New England has set the 2011 payout

rate for the Endowment Model at 3.5%. 

The United Methodist Foundation of New England was established in 1991 to:

• assist United Methodist churches and agencies in the management of their endowed/reserve funds;

• assist United Methodists in making major gifts to their churches and to United Methodist agencies;

• provide grants and financial assistance to support local church ministries and projects that meet direct human need.

The Foundation has established and administers three socially responsible Collective Investment Pools (“Pools”): the Stock Pool, the Fixed Income Pool and the Money Market Pool that emphasize social justice and social usefulness as well as financial return and financial security. 

Specifically the "Pools";

• avoid investments in companies with significant revenues from tobacco, alcohol, gambling, armaments, and pornography industries;

• invest in companies that make a positive contribution to communities and person;

• advocate responsible corporate behavior through exercise of common stock proxy voting rights.

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(Assets invested in the Pools are not guaranteed by the Securities Investor Protection Corporation or any other government agency and are subject to investments risks, including possible loss of principal amount invested)