"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.

Mid-Atlantic UM Foundation News

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MAUMF Staff, from left: Jack Brooks, Tracy Brown, Annabel Lusardi, Frank Robert
Contact Us

Mailing Address:
P.O. Box 820, Valley Forge, PA 19482-0820

Jack Brooks
Executive Director, The Mid-Atlantic Foundation
Phone: 267.449.0578
Fax: 610.666.9093

Frank Robert
Associate Director, The Mid-Atlantic Foundation
Phone: 267.606.0968

Tracy Brown
Operations Manager, The Mid-Atlantic Foundation
Phone: 267.449.0577

Annabel Lusardi
Assistant Director, Customer Care, The Mid-Atlantic Foundation
Phone: 267.551.4495

Mid-Atlantic Foundation Website