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
