Investments

DISCOVER THE FOUNDATION ADVANTAGE

Sustainable Investing with a Global Reach and a Local Impact
At the Foundation we believe that churches deserve a financial institution that reflects their stated Christian values and social principles. We offer UM churches and related agencies a diversified institutional caliber, socially screened investment portfolio that delivers long-term returns. Unique in the investment world, the fee income we earn supports the Foundation's ministries, programs and grants that help your faith community grow. We thrive by fostering lasting client relationships and faith-based stewardship services. Your success is our legacy!

Quarterly News Flyer

2024 Fixed Percentage Payout is 4%
We Can Help!
  • Trustee Education & Training
  • Promoting a Planned Giving Ministry
  • Create a Church Endowment Policy
  • Create a Gift Acceptance Policy
  • Understanding UPMIFA
       CALL TODAY! 800-595-4347 X103 or EMAIL
Investment Polices & Performance
NEW CUSTOMERS - Opening a New Account

  • STEP 1

  • STEP 2

    • Select 2 (two) Contact Persons, one primary and one secondary, as liasons for your church
    • Have them complete their respective sections on Schedule A (3rd page of the Trust Agreement)

  • STEP 3

    • Complete New Account Deposit Form and return with check made out to UMFNE
    • Indicate the Model Portfolio you want to invest in and how you want quarterly dividends handled
    • Primary Contact Person then signs form

  • STEP 4

    • Return all 3 (three) pages  with deposit check to:

              UMFNE / 42 Route 111 / Suite 200

              Derry NH  03038

    • Once processing is complete, you will receive a folder containing transaction forms, pertinent information and a copy of your signed Trust Agreement
    • Questions? Email Michelle
Existing Customers: Investment Forms
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