Investing
The Florida United Methodist Foundation manages funds that have been deposited with the Foundation in accordance with investment management agreements, deposit or custodial arrangements, endowment arrangements, donor advised gift agreements and charitable gift annuities, or under the terms of a will, trust or gift arrangement.
Assets managed by the Foundation are organized as common funds. These funds are managed according to investment guidelines set forth by the Investment Committee of the Board of Directors. The Foundation provides an accounting of the transactions with respect to each account invested in its common funds. Contributions and withdrawals from each common fund are allowed monthly at the calculated net asset value.
The Foundation’s annual management fee, including the fee paid to our investment counselors, is one percent of the fair market value of the assets held under the agreement.
This website does not constitute, and must not be construed as, an offer to sell or the solicitation of an offer to purchase the securities identified on the site. Such offers may legally be made or solicited only by way of a written offering circular containing full and fair disclosure of all material information, a copy of which may be obtained by contacting The Florida United Methodist Foundation at 1-866-363-9673, ext. 100.