2. OUR MISSION
The Georgia United Methodist Foundation’s mission
is to help United Methodist churches, ministries and
members in Georgia sow seeds of faith for future
generations.
OUR MINISTRY
At the heart of our existence is the desire to help United
Methodists make a lasting contribution to the Church
and its ministries. We encourage faithful stewardship
by offering:
• Investment Services to manage and grow funds
in a socially responsible manner.
• Lending Services to extend low-interest loans to
churches and ministries wishing to refinance debt,
or build, expand or renovate their facilities.
• Fundraising Services to assist churches and
ministries with capital campaigns.
• Endowments and Legacy Ministry Webinars
to establish a permanent source of income to
support a church’s ministry programs.
• Planned Giving Services to help you plan your
estate and charitable giving in a way that benefits
you, your family and your United Methodist church
or favorite ministries.
• Grants and Scholarships to support vital
ministries and future leaders of the Church.
OUR MINISTRY GOALS
As a nonprofit organization with a vision of serving
the Church, our ministry goals include:
• Encouraging and equipping each United Methodist
church and ministry to implement a planned giving
program.
• Partnering with United Methodists to grow God’s
kingdom for the transformation of the world.
• Strengthening the financial resources of The United
Methodist Church.
• Maintaining high Christian and professional
standards.
• Providing expert counsel, superior value and a wide
range of stewardship services.
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3. INVESTMENT SERVICES
The Georgia United Methodist Foundation manages and grows investment funds on behalf of United Methodist
churches and ministries in Georgia. By pooling your financial resources, the Foundation can provide investment
benefits available to larger investors. Some of these advantages include lower costs, less risk due to diversification,
multiple investment options and returns that can be used for the glory of God.
All funds, which are kept under the watchful eyes of the investment committee, competent staff and professional
investment managers, are invested according to the Social Principles of The United Methodist Church. By investing
in a socially responsible manner, you are assured that your resources, while earning competitive financial returns,
are being used to uphold Church values, encourage sustainable and more responsible business practices among
companies, and help low- and moderate-income individuals and families in the communities in which they live.
We offer the following investment options, which are designed to meet a variety of objectives.
EQUITY FUND: The objective of our Equity Fund is to attain long-term capital appreciation from a well-diversified
portfolio of U.S. and international equity securities. This fund is available to churches and ministries that seek long-
term investment growth yet are willing to accept greater investment risk due to market fluctuation.
MULTIPLE ASSET FUND: Our Multiple Asset Fund is a balanced portfolio including equities and fixed income
funds. The objective of the fund, which is available to churches and ministries, is to maximize long-term investment
returns, including current income and capital appreciation, while reducing short-term risk by investing in a broad
mix of investments.
FIXED INCOME FUND: Our Fixed Income Fund seeks total return (comprised of capital appreciation but primarily
income) that consistently exceeds the total return of the broad U.S. dollar denominated, investment grade market
of intermediate term government and corporate bonds. This fund is offered to churches and ministries that seek a
greater portion of their investment return from current income but are willing to incur some risk for the potential of
modest capital appreciation.
DEVELOPMENT FUND: The Development Fund offers investors an attractive fixed rate of interest while providing
a source of funds that allows churches and ministries to borrow money at below-market rates. This ministry
opportunity is ideal for churches, ministries and individual investors who seek competitive returns yet wish to use
100 percent of their investment to help grow God’s kingdom.
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4. DEVELOPMENT FUND INVESTMENTS
The Georgia United Methodist Foundation Development
Fund is a unique investment opportunity that offers
financial and spiritual rewards. You will earn above-
average interest rates on certificates, while 100 percent
of your investment will be used to fund the growth and
expansion of United Methodist churches and ministries
in Georgia.
Because we are a nonprofit organization, we can pay
attractive rates to faithful investors, while offering
churches and ministries competitive loan rates. Your
investment will:
• Earn higher returns than bank CDs or Money
Market accounts.
• Provide the financial resources for the Foundation to
offer low-interest loans to churches and ministries
wishing to refinance debt, or build, renovate or
expand facilities.
• Help strengthen United Methodist churches and
ministries.
The Development Fund is a registered Offering with the
State of Georgia. United Methodist churches, ministries
and members residing in Georgia may purchase
interest-bearing certificates. The minimum investment
is $5,000.
“We chose to invest in
the Foundation because
of the way these monies
are invested back in
our local churches.”
– South Georgia Annual
Conference Trustees
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5. 4
LENDING SERVICES
Thanks to investments in the Georgia United Methodist
Foundation Development Fund, the Loan Fund is
positioned to help United Methodist churches and
ministries in Georgia find financing for projects.
There are many benefits to partnering with the
Foundation. As a connectional ministry, we have your
best interests at heart. We understand the challenges
involved with financing, as well as the requirements
of The United Methodist Church. Our ministry goals
include simplifying the process, offering lower costs,
advantageous terms and competitive loan rates, and
serving as your advisor and lender from start to finish.
The Loan Fund offers construction loans with terms
normally less than one year. Permanent loans with terms
from 5 to 20 years are also available. The minimum loan
amount is $20,000. Loans are available for the following
projects:
• New Congregation’s First Facility
• Expansion of Facilities on an Existing Site
• Major Improvements and/or Replacement of
Existing Facilities
• Purchase of Building Sites
• Refinancing of Other Financial Institution’s Loans
“The Foundation
understands church loans
in ways that commercial
bankers don’t. They are
not only knowledgeable,
but very professional
and flexible.”
– Mt. Zion UMC, Marietta
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6. FUNDRAISING SERVICES
The Georgia United Methodist Foundation assists United Methodist churches and ministries in Georgia
with capital campaigns that promote financial success and spiritual growth. As your partner in ministry,
our mission is to offer you expert campaign consulting for reasonable fees.
Our campaigns encourage generous, cheerful and sacrificial giving that honors God. We will equip you to
raise funds for property acquisition, building construction and renovation, debt reduction and endowment
growth.
In working with the Foundation, you can count on:
• A Thorough Planning Study
• A Truly Customized Plan
• Expertise Based on Real-World Campaign Fundraising Experience
• Exceptional Services for a Great Value
• A Simple and Effective Strategy for Success
• A Partnership that Respects Your Talents and Unique Knowledge
When the time comes to plan and implement a fundraising strategy, we will guide you through every step,
including:
• Creating a Campaign Timeline
• Developing a Formal Case for Support
• Creating a Volunteer Structure
• Recruiting and Training Leadership
• Identifying and Cultivating Major Donors
• Producing Materials
• Planning Events
• Managing Commitments
“The Foundation served as a trustworthy resource
that came alongside the church to help us meet our goals.”
– Wesley UMC at Frederica, Saint Simons
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7. 6
“The people who started our agency had
the foresight to put 25 percent of the annual
Homeless Offering into a permanent endowment
with the Foundation until it crossed the
$1 million threshold. This investment strategy
is allowing us to do ministry in ways we never
dreamed possible.”
– North Georgia United Methodist
Housing and Homeless Council
ENDOWMENTS AND PLANNED GIVING SERVICES: How We Can Help You
SERVICES FOR CHURCHES
The Georgia United Methodist Foundation
provides professional funds management and
investment services for endowments to help secure
the financial future of the Church. An endowment
is a fund that can be invested to support a
church’s ministry programs such as missions and
scholarships. Endowments may also be used for
building maintenance as well.
We can help you establish and promote your
Endowment Fund through:
• Leadership in planting the seed for a
planned giving program through
presentations in the church and through
consultations with church leaders.
• Legacy Ministry Webinars with step-by
step processes and model resolutions for
establishing a Permanent Endowment and
Permanent Endowment and Planned Giving
Ministry Committee. Join us for a 45-minute
interactive webinar each month for 12
months, and we will help your church design
and implement your customized legacy
program.
• Resources and materials for an effective
ongoing planned giving program.
SERVICES FOR INDIVIDUALS
The Georgia United Methodist Foundation offers
planned giving services to help you plan your estate
and charitable giving in a way that benefits you, your
family and your United Methodist church or ministry.
Free Personal Consultations: Our staff is
available for free confidential consultations to help
clarify your charitable giving goals.
Interactive Website: Our gumfplannedgiving.org
website features inspiring gift stories, fresh weekly
articles, an online Wills Planner, personal gift options
and illustrations, and much more.
Online Wills Planner: This step-by-step guide
helps you plan your estate. Complete information on
your family, estate and goals using our secure online
server. Save the information, and then provide it to an
attorney to complete your estate plan.
Weekly eNewsletter: Legacy, a weekly eNewsletter
for donors and financial professionals, features timely
articles and impactful stories.

8. 7
“We look upon giving as a
privilege and Christian
responsibility. Through the
Foundation’s direction, we
established a Charitable Gift
Annuity so we can give back
to the institutions and church
which have given so much to us
through the years.”
– Members of Glenn Memorial UMC,
Atlanta
PLANNED GIVING OPTIONS
The Georgia United Methodist Foundation connects United Methodists to causes that matter. We offer many
ways you can leave a legacy to benefit your United Methodist church and ministries you cherish.
YOUR GOAL YOUR GIFT HOW TO GIVE YOUR BENEFITS
Make a quick and simple gift OUTRIGHT GIFT Donate cash, securities or personal
property
Income tax deduction; avoidance of
any capital gains tax
Defer a gift until after your
lifetime
BEQUEST IN WILL Name your church or favored
ministry in your will
A donation exempt from federal estate
taxes
Make a large gift with little cost
to yourself
LIFE INSURANCE GIFT Give an old or new policy with
your church or favored ministry
named as beneficiary
Current income tax deduction;
possible future deductions
Avoid the twofold taxation on
retirement plan assets
RETIREMENT PLAN GIFT Name your church or favored
ministry as beneficiary of all or part
of the remaining assets after your
lifetime
Avoidance of heavily taxed gift to heirs
Avoid capital gains tax on the
sale of a home or other real
estate
REAL ESTATE GIFT Donate the property or sell it at a
bargain price
Immediate income tax deduction and
avoidance of capital gains tax
Give your personal residence or
farm, but continue to live there
RETAINED LIFE ESTATE Designate the ownership of your
home to your favored ministry, but
retain occupancy
Charitable income tax deduction and
lifetime use of home
Secure a fixed and often
improved income
CHARITABLE REMAINDER
ANNUITY TRUST
Create a charitable trust that pays
you a set income annually
Immediate income tax deduction and
fixed income for life
Create a hedge against inflation
over the long term
CHARITABLE REMAINDER
UNITRUST
Create a trust that pays a
percentage of the trust’s assets,
valued annually
Immediate income tax deduction,
annual income for life that has
potential to increase
Supplement income with fixed
annual payments
CHARITABLE GIFT ANNUITY Enter into a contract that pays you
fixed payments annually
Current and future savings on income
taxes; fixed payments for life
Reduce gift and estate taxes on
assets passing on to heirs
CHARITABLE LEAD TRUST Create a trust that pays a fixed or
variable income to your favored
ministry for a set term and then
passes to heirs
Reduced size of taxable estate; keeps
property in family, often with reduced
gift taxes
Make a gift that allows flexibility
and your input on how funds will
be used
DONOR ADVISED FUND Create an agreement where the
Foundation manages assets, you
suggest beneficiaries
Immediate income tax deduction,
option to provide input on how funds
will be used

9. “We are grateful for the
Foundation’s financial
assistance and willingness
to be in partnership with us
to help prevent
homelessness.”
– Gainesville Action Ministries
“I am grateful to the
Foundation for the financial
support. Without it,
I wouldn’t have been able
to attend LaGrange College
where I am surrounded
by the principles of
Methodism that
I grew up with.”
– Scholarship Recipient
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GRANTS
The Georgia United Methodist Foundation supports
many vital United Methodist ministries in Georgia. The
grants are the result of permanent funds that have been
established with designated restrictions.
SCHOLARSHIPS
The Georgia United Methodist Foundation provides
scholarships to students participating in the United
Methodist Dollars for Scholars program. These
scholarships are the result of a partnership with the
United Methodist Higher Education Foundation,
United Methodist schools, colleges and universities,
and local churches. Additionally, we provide permanent
endowed scholarships to strengthen and support future
leaders of the Church.
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10. Georgia United Methodist Foundation
15 Technology Parkway South, Suite 125
Peachtree Corners, GA 30092-8203
770-449-6726 (Main Office) • 877-220-5664 (Toll Free)
gumf.org • gumfplannedgiving.org • info@gumf.org