Investments & Financial Guidance

Investments & Financial Guidance


Ross Williams

12/8/2017

Dear Church Leaders,
 
Does your church need help with its investments?
 
Has your church lost a personal relationship with its broker / investment manager?
 
Does your church need help in developing and fostering a culture of generosity?
 
Does your church need help with stewardship campaigns, planned giving, capital campaigns, financial education?
 
If you answered “yes” to any of these questions, you would benefit from working with the United Methodist Frontier Foundation for your investment and financial support needs.  The Frontier Foundation is located at the Conference Center in White Plains and provides fund management, stewardship and consulting services to the churches of our Conference.  This is a United Methodist organization that is solely dedicated to serving churches in the New York and Connecticut area.
 
The benefits of investing with the Frontier Foundation include:

  • Investments that are automatically screened to ensure they meet the Social Principles of The United Methodist Church (see http://www.umc.org/what-we-believe/social-principles-social-creed)
  • Knowledge and expertise in the challenges and structures of UMC churches
  • Guidance on how to encourage planned giving (bequests) and set up / manage endowment funds
  • Guidance on how to run successful capital campaigns
  • Guidance on how to run successful stewardship campaigns (they have a track record of increasing pledges by 10-20%)
  • Guidance on creating and implementing investment policies
  • Connection to Conference and/or General Church resources
  • Competitive fee structure for active fund management
  • Grants for new church ministries
I encourage you to speak with Ellen Knudsen, Executive Director of the Frontier Foundation, at 914-615-2238 or eknudsen@umff.org

Tell her “Ross sent you”!
 
Sincerely, 
 
Ross