UNITED METHODIST FOUNDATION OF MICHIGAN

Helping faithful people live generous lives

Grand Rapids, MI   |  www.umfmichigan.org

Mission

When it comes to growth, look to us for a full range of financial stewardship, value-aligned investments, planned gifts, and leadership development.

Ruling year info

1938

President and Executive Director

The Rev. David S. Bell

Main address

3347 Eagle Run Drive NE Suite B

Grand Rapids, MI 49525 USA

Show more contact info

EIN

38-6005932

NTEE code info

Fund Raising and/or Fund Distribution (X12)

Fund Raising and/or Fund Distribution (T12)

Management & Technical Assistance (T02)

IRS filing requirement

This organization is not required to file an annual return with the IRS because it is a church.

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

The United Methodist Foundation of Michigan has served congregations, pastors, church and ministry leaders and individuals across Michigan since 1926. Staffed by dedicated professionals and governed by a volunteer Board of Directors, we are ready to serve you. We come alongside your ministry to help you live into your purpose and vision. We offer a broad continuum of financial stewardship services, including value-aligned investment funds, stewardship consultation, planned giving seminars, grants, awards, and scholarships.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Fund Management

Provide fund management services for the long-term investments needs of United Methodist Churches and related ministries throughout Michigan

Population(s) Served
Adults

Assisting local churches with all financial stewardship and generosity needs.

Population(s) Served
Christians

Provide grants, scholarships, and awards to United Methodist pastors, seminary students, local churches, and related agencies and organizations

Population(s) Served
Christians

Provide planned giving services to charitably minded individuals.

Population(s) Served
Christians

Where we work

Affiliations & memberships

Association of Fundraising Professionals - Member 2018

General Board of Discipleship, United Methodist Church 1968

National Association of United Methodist Foundations 2020

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total dollars loaned to organizations

This metric is no longer tracked.
Totals By Year
Population(s) Served

Methodists

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of loans sponsored for 501(c)(3) organizations

This metric is no longer tracked.
Totals By Year
Population(s) Served

Methodists

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of organizations applying for loans

This metric is no longer tracked.
Totals By Year
Population(s) Served

Methodists

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Number of organizations applying for grants

This metric is no longer tracked.
Totals By Year
Population(s) Served

Methodists

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Methodists

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

When it comes to growth, look to us for a full range of financial stewardship, value-aligned investments, planned gifts, and leadership development.

The United Methodist Foundation of Michigan serves pastors, church and ministry leaders, and individuals across Michigan. We come alongside your ministry to help you live into your purpose and vision. We offer a broad continuum of financial stewardship services, including value-aligned investment funds, stewardship consultation, planned giving seminars, grants, awards, and scholarships.

We provide value-aligned, socially responsible investment funds that allow investors to choose a specific asset allocation mix of equities and fixed income or a balanced fund. You can feel confident knowing that your resources are safely invested with companies that produce products or engage in activities consistent with our beliefs and values. Learn more about the UMF Collective Investments Funds of Michigan LLC today and discover why we are the preferred provider of investment services to United Methodist ministries throughout Michigan.

We provide a full continuum of practical consultations and workshops focused on helping faithful people live generous lives. We build planned giving programs, offer annual and capital campaign consulting, assist with budget and endowment development, preach on the spiritual discipline of generosity, assess local church financial wellness and best practices, manage local church assets, and a wide array of other services. Most of these services are offered at no charge to local churches as part of our ministry.

We are a ministry partner with you by providing mortgage loans and promissory notes. We also offer a highly competitive investment opportunity in the loan fund for Michigan residents, churches, and ministry organizations. Participants help to expand the ministry of local congregations. Though loans are used for a variety of purposes, they all benefit the ministry of local churches and organizations throughout Michigan.

The United Methodist Foundation of Michigan is committed to supporting clergy leadership excellence and financial understanding. As part of our commitment, we offer a number of Grants, Scholarships, and Awards.

Since 1926 the United Methodist Foundation of Michigan has been coming alongside congregations to help them live into their purpose. 2021 was no exception! Despite the continuation and challenges of the Covid-19 pandemic, we sought to provide innovative resources and traditional services to enrich the mission of the Church.
We recognize that building the financial strength of local churches is of paramount importance. This ministry has been and continues to be at the very core of our ministry. We partner with an increasing number of account holders to provide value-aligned investment counsel. In fact, our assets under management have grown by more than 2.5 times over the past decade – now exceeding $155,000,000. In addition, the permanent funds which are comprised of trusts, legacy gifts, and other designated contributions have proliferated to an all time high of $11,500,000.
This past year was a strong year for investment performance. UMF Collective Funds of Michigan LLC persuasively outperformed its respective benchmarks. The Balanced Fund, our most popular, value-aligned investment choice, gained nearly 15% in 2021. The Stock Fund (+22.12%) and the Bond Fund (+0.87%) rounded out a year of solid advancement. One of our goals is to partner with local churches by offering unparalleled ESG investments which strictly adhere to Wesleyan social principles.
We were excited to provide several dozen first time grants to smaller congregations. These virtual technology grants supported online worship efforts and totaled nearly $24,000. This past year was another banner year for our seminary scholarships. By providing over $100,000 in scholarships, we helped a diverse community of future and current pastors avoid debt and meet their educational goals. Without our generous support as a matching partner, some students would not be able to pursue their academic goals. As Beatrice Alghali commented, “You change lives. Your support has a long-term impact on me and the people whom I will be serving.”
One of our most innovative partnerships last year was a joint venture with Bishop David Bard, the Appointive Cabinet, and Dakotas Wesleyan University. We sponsored a highly intensive learning cohort, Stewarding the Church in the 21st Century. Taught by DWU faculty, this academically and practically rigorous course strengthens the ability of pastors to lead mission-focused, financially healthy, congregationally engaged churches. Moreover, participants are halfway toward receiving an MBA upon completion of this course.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • Who are the people you serve with your mission?

    Pastors, church leaders, donors

  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Focus groups or interviews (by phone or in person), Constituent (client or resident, etc.) advisory committees, Suggestion box/email,

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals,

  • What significant change resulted from feedback?

    Considering a low-interest refinanced student loan for pastors

  • With whom is the organization sharing feedback?

    Our staff, Our board,

  • How has asking for feedback from the people you serve changed your relationship?

    Feedback helps us enhance our continuum of service.

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded,

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback,

Financials

UNITED METHODIST FOUNDATION OF MICHIGAN
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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lock

Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

UNITED METHODIST FOUNDATION OF MICHIGAN

Board of directors
as of 06/20/2022
SOURCE: Self-reported by organization
Board chair

Mr. Ransom Leppink

No Affiliation

Term: 2018 -

David Bard

Michigan Conference of The United Methodist Church

Brad Bartelmay

Gary Glanville

Ransom Leppink

Ed Ross

David Bell

United Methodist Foundation of Michigan

Pros Tumonong

Mary McInnes

Steve Peters

Joel Fitzgerald

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 6/20/2022

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

 

Sexual orientation

No data

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 06/20/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.