Planned Giving

Text Resize

Investment Services

As people of bold and innovative faith, United Methodists are called to follow God-sized dreams. While diverse, each congregation is blessed with a profound and meaningful vision that has the power to transform the world.

But too often a lack of resources can limit that vision. The Mid-Atlantic United Methodist Foundation Genesis Fundsmultiplies a church's money, allowing dreams to be made manifest through expert financial consulting and services, a commitment to socially-responsible investments and creating a culture of generosity and transformative stewardship.

Serving more than 392,000 people, in 1,800 United Methodist churches throughout Delaware, Maryland, Washington, D.C., Bermuda and portions of Pennsylvania and West Virginia, the Mid-Atlantic United Methodist Foundation focuses on value, vision and vitality. Personalized service enhances the excellent rate of return experience by the Foundation's 240 current clients.

God calls us to dream big, Genesis Funds helps provide the resources to makes those dreams a reality.

"And God is able to provide you with every blessing in abundance, so that by always having enough of everything, you may share abundantly in every good work." – 2 Corinthians 9:8

Genesis Funds offers United Methodist congregations professional money management, the potential for broad diversification and responsible oversight of financial risks in a complex financial climate. While the rate of return mirrors that of many secular companies, Genesis Funds allows churches to invest confidently knowing their money is working in ministry to make disciples and transform the world. Churches can choose to invest in one of six equity funds, three fixed income funds or four pooled funds.

To learn more about these individualized investment and stewardship opportunities contact:

Jack Brooks
Frank Robert
Tracy Brown
800-828-9093, Ext. 247
800-492-2525, Ext. 475
800-828-9093, Ext. 211

The Mid-Atlantic United Methodist Foundation Genesis Funds are changing churches:

"Our investment committee decided to commit the large share of our endowments with Genesis Funds over a year ago. It was a decision thoroughly analyzed, discussed, and prayed upon. We can gladly say this decision was the proper one. We receive timely monthly reports, and all inquiries are met with immediate attention. Genesis Funds are flexible, informative and is willing to go the extra mile for us. Our experience at Grace is only positive and we certainly recommend the them to any other church body that desire to put God's resources to work for God's glory."

Clark Carr
Pastor, Grace UMC, Hagerstown, Md.

"Up to this point, Trinity UMC had not established a formal approach for extraordinary or planned gifts. We always knew this was an untapped resource but we never fully explored its potential. With the help of Genesis Funds, we are now fully engaged in exploring this area. They met with us, provided guidance, furnished material and is always available for continued dialogue. Trinity's Endowment Committee is now up and running with great expectations for fulfilling our mission. This is in large measure due to the partnership we have forged with the Genesis Funds."

Warren Rice
Endowment Committee Chair, Trinity UMC, Prince Frederick, Md.

"Unlike traditional banks and other investment institutions, Genesis Funds does its work through people who are accessible and know money but also know our churches and the meaning of "love thy neighbor."

Lawrence Pelham
Simpson UMC Wilmington, Del.

scriptsknown