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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.

Our Brothers and Sisters in Christ,

The actions of this past week have created concerns for all United Methodists. The Mid-Atlantic United Methodist Foundation joins you in a time of discernment and contemplation of these events as we walk together into the future. 

The Foundation’s view:

  • The Foundation and all of its clients have entered into binding contracts. 
  • The Foundation intends to honor all church contracts by continuing to provide the highest quality stewardship education and investment services, now and in the future.
  • The Foundation anticipates an even greater need for its services at this time.
  • As a Faith based yet independent nonprofit organization, the Foundation is in an exceptional position to serve every church. 
  • We are ready to assist clients and their ministries grow into the future.

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:


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.org     Or    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.

Legacy and Planned Giving:

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


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The Retirement Unitrust

Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.

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IRS Tips on Protecting Your Identity

In IR-2019-41, as part of a Tax Time Guide series, the Service offered specific tips for protecting personal information. Each tax season, the Service receives many complaints about con artists who steal personal information and money from unsuspecting...

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Stocks - Adobe Reports Earnings Read more

Bonds - Yields Fall on Weak Economic Data Read more

CDs and Mortgages - Mortgage Rates Drop 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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