Religion, Spiritual Development

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 addresses

EIN

38-6005932

Cause area (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
Budget
$0

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 Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Charting impact

SOURCE: Self-reported by organization

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

What is the organization aiming to accomplish?

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.

Helping faithful people live generous lives!

We are grateful to be a partner in ministry with the local churches and constituents of the Michigan Conference. We look forward to serving alongside the Church in 2020 and beyond. No matter the course of The United Methodist Church, our Foundation is strategically aligned to continue our ministry with all churches and ministry organizations in the Wesleyan tradition. Our mission to help faithful people live generous lives in unwavering even during these uncertain times for denominational life. As we reflect on this past year, here are some of our significant highlights: The Balanced Fund of our UMF Collective Investments Funds of Michigan LLC provided an astonishing 2019 annual return of 21.27%, outpacing its benchmark by nearly 2%. Investors repeatedly realize that our commitment to socially responsible investment principles, highly competitive investment fees, solid investment returns, and comprehensive stewardship ministry make us a valued ministry partner. In fact, we invest more assets than any other United Methodist Foundation in the North Central Jurisdiction and are among those leading the National Association of United Methodist Foundations. We awarded over $175,000 in scholarships and grants since 2018. We are committed to addressing the overwhelming issue of student loan debt faced by so many pastors and are exploring ways to reduce this burden. We awarded the 2019 Wayne C. Barrett Steward Leader Awards to the following churches: Aldersgate United Methodist Church in Grand Rapids Faith United Methodist Church in Coleman First United Methodist Church in Kalamazoo Montague United Methodist Church We are a recognized leader in the area of clergy leadership development. We continue to expand partnerships, add staff, be more proactive in staff deployments and come alongside even more Michigan Conference ministries and program. For instance, we were a proud sponsor of the 2020 Clergy Retirement Celebration Dinner, annual conference, and other ministry programs. While all that makes us sound like a “big business,” we are clear that our purpose is to help local churches fulfill their mission to make disciples of Jesus Christ for the transformation of the world. We pride ourselves on offering personal service. Our staff are faithful Christians with a deep commitment to the Church. We are invested in the lives and mission of congregations. We live and work throughout Michigan and enjoy building relationships with each local church and individual. We look forward to serving you in the year ahead.

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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UNITED METHODIST FOUNDATION OF MICHIGAN

Board of directors
as of 7/22/2020
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

Nancy Craig

Gary Glanville

Ransom Leppink

Ed Ross

Joy Stair

Sue Woodard

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 06/05/2020

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

Leadership

No data

Race & ethnicity

No data

Gender identity

 

Sexual orientation

No data

Disability

No data

Keywords

United Methodist Foundation of Michigan