1. Annual Meeting of the
Membership of the United
Methodist Foundation
Stuart Auditorium
June 23, 2018
2. Election of the
Class of 2021
Brad Chapman
Jennifer Davis
Ken Lyon
Anne Martin
Will Rucker
3. Foundation Growth and Restructuring
• $226 Million in managed assets
• Creation of new programs
• Board and staff restructure
4. Stories of the Foundation
• Endowment Development
– Individuals and Churches
• Clergy Debt Reduction Loan
Program
– Application Deadline: August 30, 2018
• Fund Management Success
– 111 new managed funds in 2017
– Total of $226 Million in managed assets
Cleveland & Marlene Ellison
5. Invitation to Call Us!
• It is our passion to work with churches and
church leadership to learn how we can best
serve and support you.
• Please call us so that we can explore a
partnership and long-term relationship!
6. Presentation of UMF Tithe
The Foundation is pleased and honored to
present a check to Bishop Leeland:
$30,000
Editor's Notes
Tom Jordan, Chairman of the Board, will call the meeting to order and make introductory remarks
Tom Jordan will present the slate of officers and call for vote; introduction of David Snipes, President
David Snipes, President, will discuss Foundation Growth and Restructuring
Susan Cothern will share stories related to: Endowment Development, Clergy Debt Reduction Loan Program, and Fund Management Success
Susan to invite churches to call us! At close, Susan to call Tom Jordan back to podium for tithe presentation and adjournment.
Tom Jordan will present check representing UMF tithe to Bishop Leeland.
Annual Meeting of the Membership of the United Methodist Foundation will be adjourned by Tom Jordan after remarks from Bishop Leeland.