Planned Giving
Resources,
Relationships,
Results
Welcome to the Investment Management page for the Foundation.
Our purpose is to assist churches and agencies related to the California-Nevada Annual Conference of the United Methodist Church with the investment of their reserve and endowment funds in a socially responsible manner.
Here you will find basic information about 3 of our four major portfolios, our historical investment performance and additional resources that may be helpful to your church or related agency in managing your particular investments.
In addition, the Foundation manages a number of individuals’ accounts when the Methodist Church or its agencies are the beneficiaries, such as charitable gift annuities, donor advised funds, charitable remainder trusts, etc.
Contact
Cheri Kraus
Phone: 800-863-8750
Cell: 707-328-3296
Fax: 916-372-7716
Foundation's 3 Major Portfolios - December 2011
Our Fourth Portfolio, the Short Horizon Portfolio is held in a Vanguard Money Market Account
Investment Performance
Nelson Equity Portfolio
Golub Equity Portfolio
Golub Asset Portfolio
Golub Intermediate Horizon Portfolio
How To Invest
Investment and Distribution Information Form
Resources
Investment Goals Evaluation Form
Book of Discipline Statements on Socially Responsible Investing
Links
General Board of Pensions & Health Benefits of the United Methodist Church (SRI)
California - Nevada United Methodist Foundation 1276 Halyard Dr., West Sacramento, CA 95691
Toll Free (888) 789-7374 Fax: (916) 372-7716 umf@canvumf.org
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