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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.

 

Dear Friend,


In the Face of Change, Your Assets Are Secure

The Mid-Atlantic United Methodist Foundation (MAUMF) is aware of the potential change coming to the United Methodist denomination in seeking a path forward. We want to assure the churches that invest with MAUMF that your funds are secure:

  • Each church has signed an individual account agreement with the MAUMF
  • The assets that are on deposit with the MAUMF are the church’s assets to hold
  • We take instructions only from the church’s designated representatives
  • Asset allocation and investment decisions are made by the church

Our Understanding of Future Needs

  • There will continue to be a need for Stewardship Education to support ministry funding
  • Donors will need greater transparency of understanding how contribution are used
  • The need for clearly defined investment policies and procedures will increase
  • All churches will benefit through the pooling of investment funds in the Foundation’s model
  • There is a need for increased fiduciary oversight of church investment holdings

Over the past two years the Foundation Board of Directors and Staff have been discussing and exploring ways we may continue to provide investments, resources, ideas, and support for all our client churches, congregations, and donors as we live into what comes next.
As part of our preparation we have recently extended our Strategic Plan with specific goals and objectives for 2018 through 2020. Additionally we have formed a Vision Team that is work in partnership with the Foundation’s consultants, legal counsel, service providers, experts, and other denominations to develop ideas for our long-term future. We lead other United Methodist Foundation by hosting a conference titled “Designing Your Change” where we exchanged ideas and listened to others facing the uncertainty of change.
Our plans remain quite flexible and will continue to be refined as the process moves forward with the Commission’s recommendation and the 2019 General Conference’s decisions.

For the Latest Information Please Visit our Websites
www.midatlanticfoundation.org under the Investments Tab
Legacy and Planned Giving:
www.maumflegacy.org

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 




 
For more information call us at 800-828-9093 Ext 1008 or visit our Website: www.midatlanticfoundation.org

You are receiving this informative e-newsletter as service we are providing to our friends and supporters. You will find up-to-date, helpful information on topics that impact your quality of life, your finances and your legacy. We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planner, gift stories, finance news, and timely articles. Please contact us if we can run a proposal or be of assistance.

Jack Brooks
Executive Director


 

PERSONAL PLANNER

Helping Children Today

When children are in their 30s and 40s, they frequently are starting a new career or beginning a family. Many are still paying off school debts.

Click to read more 

 


 

SAVVY LIVING

Choosing an Executor for Your Will

Do you have any recommendations or tips for selecting an executor of a will? I am putting together my will and I want to make sure I know my options and choose someone who is capable of taking on this responsibility.

Click to read more 


DONOR STORY

A Bequest to Further Good Work

Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.

Click to read more 


WASHINGTON NEWS

IRS Security Summit Success

In 2015, the IRS recognized that "identity theft tax refund fraud (IDTTRF) had reached alarming levels." To meet the identity theft challenge, then IRS Commissioner John Koskinen convened the IRS Security Summit on March 19, 2015.

Click to read more 


FINANCES

Stocks - Walgreens' Stock Sinks Despite Beating Earnings Estimates Read more

Bonds - Treasury Yields React to Continued Trade Tensions Read more

CDs and Mortgages - Read more


Thank you for your interest in planned giving. To access any of our resources, please go to our website.


Mid-Atlantic United Methodist Foundation, PO Box 820, Valley Forge, PA 19482
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