"Building financial resources for ministry." The Mid-Atlantic United Methodist Foundation serves the financial stewardship and investment needs of churches in the Eastern Pennsylvania, Baltimore-Washington, and Peninsula-Delaware conferences, providing valuable information, education and investment management services consonant with United Methodist principles. Their services include stewardship education and planned giving counsel. Their goal, as a ministry partner, is to help the conferences and churches invest, grow, manage and utilize funds for enhanced ministry to achieve the denomination's mission to "make disciples of Jesus Christ for the transformation of the world."

Envisioning "financially healthy conferences, congregations and leaders to multiply God's work in the world," the Foundation's mission is to "Educate church leaders about effective stewardship and grow financial resources with our ministry partners." They strive for excellence, transparency and socially responsible investing.

The Mid-Atlantic United Methodist Foundation

The Mid-Atlantic United Methodist Foundation has been established by merger in 2010 for the purpose of fostering and supporting benevolent ministries in the name of Jesus Christ, and to serve as an extension of the religious, charitable and educational endeavors of the Eastern Pennsylvania Conference of The United Methodist Church, the Peninsula Delaware Annual Conference of The United Methodist Church, and the Baltimore Washington Conference of The United Methodist Church. We are incorporated under the Nonprofit Corporation Law of Pennsylvania exclusively for charitable purposes and are intended to be a public charity under the provisions of the Internal Revenue Code of 1954 as a 501(c) non-profit corporation.

Our Unique Mission and MinistryMid-Atlantic UM Foundation Financial Leadership Academy Logo and Stewardship Education Logo

Stewardship and Planned Giving, The Foundation conducts leadership programs in planned giving and church stewardship as part of its important mission and ministry. We offer advice and counsel to members, families, local churches, agencies, and boards on how to promote legacy or transformational gift for the future of The United Methodist Church. We specialize in developing Church Endowments.

Investment and Asset Management, Our investment advisory and asset management operation is available to churches, groups, and agencies seeking a way to have invested and endowed assets managed in accordance to the guidelines outlined in the United Methodist Book of Discipline. The Mid-Atlantic Foundation does not contemplate self economic gain or profit from our work and ministry. Profits from managing client assets are directly reinvested for the betterment of The United Methodist Church and the Churches for whom we manage assets.

Our Investment Management

The Foundation’s Investment Management product is deployed using a group of contracted investment management professionals creating portfolios for equity and fixed income investments diversified across a broad spectrum of asset classes and categories. All our investments are screened at the time of purchase against the General Board of Pension’s list of restricted securities thereby assuring every effort has been made to comply with The United Methodist Church’s social principals outlined in the Book of Discipline.

Financial Leadership Academy

Coming in 2021 – new resources for the cultivation of generosity in our congregations. Watch this space!

Our latest Financial Leadership Academy (FLA) is a bold new approach building on our proven past success. The first sessions of FLA are practical education for clergy. For the implementation phase, our trained coaches will work with clergy and 2-5 members from each congregation – so you build a team that understands all of the principles and can help effect a real sea change in your church’s culture.

Leading United Methodist thought leaders were assembled to lead the clergy training, and we have trained a group of Coach Facilitators who are guiding each church team to transform their ministry. As we’ve seen in the past, there is also great strength and support provided by the peer groups in the program.

The bottom line is that it is very difficult for clergy alone to bring back new ideas and approaches and convince their congregations to embrace significant change. FLA guides you through each step of education and implementation.

The coronavirus pandemic interrupted the FLA in 2020 and we were able to pivot from in-person learning to online alternatives. The implementation phase of the program is being led by our participant pastors in their home churches, with the support of video resources and study guides from the Foundation, and continued coaching. Visit the FLA website.

Foundation to teach Cemetery Care, Parsonage Practices

The Mid-Atlantic Foundation will offer two vibrant & informative training sessions for local church leaders on important (and sometimes insufficiently understood) areas of property ownership & management: Cemetery Care and Parsonage Practices– selling or renting.  Please enroll appropriate leaders into either or both of these one-hour long Zoom conversations:

Cemetery Care – Wednesday, June 16 at 6:30 PM

What does it mean to offer Perpetual Care?  What should a local church do when it faces financial instability which renders it unable to provide adequate management?  What are the Best Practices when closing a local church so cemeteries are not left orphaned?

Cemetery boards and local church Trustees, in particular, should attend. Conference Chancellor Matt Morley will offer the primary presentation, emphasizing matters of legality.  Foundation Director Jack Brooks will be present to handle Q & A. To register for this FREE event, click HERE

Parsonage Practices:  Selling or Renting – Thursday, June 17 at 6:30 PM

When a church-owned parsonage is not occupied by a full-time pastor anymore, what are the possibilities for alternate use or supplemental income production?  What are the Disciplinary restrictions on such use, as well as tax implications?  What benefits may be anticipated?  What headaches might be incurred when we do things wrong?

Pastors, Board of Trustee members, Administrative Council chairs and other decision-makers in the congregation should attend. Those who serve on District Church Location and Building teams will find this helpful, too!

James Brown, EPA Conference Treasurer, will lead this presentation.  George Monk, a Mid-Atlantic Board member, will share recent experience from his own congregation at the Chevy Chase (MD) UMC.  To register for this FREE event, HERE