Investment Account
We invest
money for churches and agencies! We follow the Social
Investing Principles of the United Methodist Church, our rates
and returns are competitive, and the service fees assist the
Foundation and our ministries.
Our funds are held at the Wisconsin United Methodist
Foundation. They have a long history of positive returns and
understand our mission and Social Investing philosophy. We have
two investment options – the Common Fund (50%/50% – Equity/Fixed
Income) and the Growth Fund (70%/30% – Equity/Fixed Income).
Their broker/custodial agent is R.W. Baird. There are three
additional Equity Managers and they handle the fixed income
investments/bonds at the Wisconsin Foundation.
-- Click Here for 12-year Investment Returns
--
Investment Accounts DO NOT become part
of our endowment and after one year, any or all of the
investment may be removed.
2008 Ministry Development Matching Grants
-
The grants are for $500
and $1000 are made available from the Erma House Endowment and your undesignated gifts.
-
The the local
church/ministry demonstrates a local match of the grant.
-
The the
local church/ministry demonstrates how the grant will assist
in growing the work of the Christ and the Church in the
Dakotas.
-- NEW! Click
Here for 2008 Grant forms --
-- Click Here
to see the 2007 funded Grants --
--Click Here
to see grants funded in previous years --
Here are other services/opportunities
we have to offer:
-
“Other Ways to Give”
- There are many other ways to give other than simply from a
checkbook. We would be glad to explain these different
ideas to a committee or group in your church. This workshop
always gets people thinking of different ways to support
your church or the Foundation.
-
Named Endowments
may be set up with members in your church. A percentage
from that endowment is returned to your church in the
donor’s name every year. It may be designated for virtually
any ministry - to support building maintenance, mission
trips, camp scholarships, or an undesignated gift for your
church. Provides a way for families to be remembered and
support your local church in perpetuity.
-
Estate Planning Seminars
- We prefer to present these seminars with an attorney and
financial planner from your church. This gives people
information for planning for their future through wills,
estates, tax/income preservation and other ways for them to
receive charitable giving advantages.
-
Stewardship/Annual Campaign Workshops
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A gift that pays you back!
- They are called Charitable Gift Annuities and in return
for a gift we pay the donor back based on their age. There
are tax benefits and the donor designates a beneficiary –
which could be your local church.
-
Free brochures on
Better Estate Planning, How to Make a Will
that Works, Giving Securities, Giving Real Estate.
