The following is a copy of the current Mid-Atlantic United Methodist Foundation's e-newsletter. You can have this newsletter delivered directly to your inbox every week by subscribing on the Mid-Atlantic United Methodist website right here.
Charting Your Course in a Sea of Change
How do you react to change? Are you one that embraces new opportunities? Are you uncomfortable with change?As we learned with our Easter worship, life, death and resurrection leads to a new life no one ever expected. A life that continually transforms the world we live in and ourselves. What will your life and the life of your church be as we chart a course in a sea of change for the UMC?
This fall there will be an opportunity to listen, learn, plan and transform your life and the life of your church.
The Financial Leadership Academy (FLA) is back starting this September. This premier education offering is designed to improve Clergy financial literacy and support a local church team in applying new stewardship concepts. The program’s focus is both education and application that will ultimately lead to financial change and ministry funding stability. With change coming, is there a better time for this opportunity?
If you need to improve your annual, capital, or legacy giving this is the program for you. All the successes of the past programs have been enhanced even more with this updated program. The program will also address expected Denominational changes and the impact on donor support.
Unique to this program are International Coaching Federation Trained Coaches. The student and the church are continually supported by trained coaches to assist in both personal improvement and local church change. Success can be yours if you chart a course to that destination.
More information can be found at: wwwnmidatlanticfoundation.org or call Associate Director Frank Robert 410-305-3475. Mention that you are a MAUM Foundation client to receive a $300 discount.
Asset Allocation
Have you recently reviewed your Asset Allocation? Your Allocation to Equities, Fixed Income, and Cash will have a greater impact on performance than selection of investment manager. To get allocation right for your church ask for our Risk Profile Assessment tool. Please call today to receive your copy.
IRA and Giving
Did you know you Senior Citizens can use an IRA for Charitable contributions? For more info please visit www.maumflegacy.org
I welcome your calls and questions. The Foundation is your partner with incomparable vision and services to fund ministries. Please reach out to me with any concerns.
Be the Blessing,
Jack Brooks Executive Director Mid-Atlantic United Methodist Foundation 800-828-9092 Ext: 1008
Year End 2018 Client Investment Review Call and Webinar The event was presented on Thursday Feb 7, 2019 3pm Link to the presentation materials: Webinar-2-07-19-Year-End-Review.pdf
Jack Brooks, Executive Director; Mid-Atlantic United Methodist Foundation Keith Aleardi, Chief Investment Officer; Fulton Financial Advisors Rob Morgan, Chief Investment Officer; Mid-Atlantic United Methodist Foundation
More Detailed Information is Available at www.midatlanticfoundation.orgOr call the Foundation office at 1-800-828-9093 Ext 1008
To contact Rob Morgan for a portfolio review or to discuss a new investment opportunities please contact Rob at the Foundation office at 800-828-9093 Ext 1008.
Have you completed your Asset Allocation review? A tool to review your Risk Profile Assessment is available. For a copy please contact: Tracy Brown, Operations Manager at 484-762-8211
Be the Blessing, Jack Brooks Executive Director Mid-Atlantic United Methodist Foundation
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