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Quarterly Investment Newsletter – Q4 2025

The third quarter brought signs of cautious optimism across the financial landscape. Markets continue their dance with shifting interest-rate expectations and evolving economic signals, yet we remain encouraged by steady resilience and the thoughtful stewardship we see across our ministry partners. In this environment, wisdom looks like patience, prudence, and purpose. Our investment approach continues […]

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Investing in Learning, Leadership, and Ministry Impact

Four members of our Foundation team traveled to Lake Geneva, Wisconsin, this month to participate in the 2025 National Association of United Methodist Foundations Annual Meeting, held October 20–22. This annual gathering brings together foundation leaders from across the connection to share best practices, deepen expertise, and strengthen partnerships that support vibrant ministry in local

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Foundation Launching New Platform to Enhance Partner Experience by the End of the Year

The Florida United Methodist Foundation is excited to share that we are preparing to transition to FoundationHub™, a new platform powered by FidTech Partners, for all of our Development Fund and Investment accounts. This modern system will provide a vastly upgraded online experience for our ministry partners, with our loan accounts scheduled to transition in

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Repair. Renovate. Refresh.

Ministry Loans now at just 6% interest! Is your church or agency ready for an upgrade? Whether it’s repairing a roof, renovating classrooms, refreshing a fellowship hall, or expanding ministry space, the Florida United Methodist Foundation is here to help. We’re excited to share that our loan rates have dropped to 6%, making this the

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Florida United Methodist Foundation Earns CEFEX Certification for Seventh Consecutive Year

The Florida United Methodist Foundation is proud to announce that we have once again been certified by the Centre for Fiduciary Excellence (CEFEX)—marking the seventh consecutive year of achieving this prestigious recognition. CEFEX certification is considered the global gold standard for fiduciary practices. It demonstrates that the Foundation consistently adheres to the highest standards of

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Don’t Forget to Keep Your Beneficiaries Updated

Life changes quickly—marriages, births, deaths, and other transitions can all affect who you want to benefit from your legacy. Yet many people never revisit the beneficiary designations on their retirement accounts, life insurance policies, or charitable gift arrangements after the initial setup. At the Florida United Methodist Foundation, we often remind ministry partners that beneficiary

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Foundation Launching New Platform to Enhance Partner Experience

The Florida United Methodist Foundation is excited to share that we are preparing to transition to FoundationHub™, a new platform powered by FidTech Partners, for all of our Development Fund and Investment accounts. This modern system will provide a vastly upgraded online experience for our ministry partners, with our loan accounts scheduled to transition in

Foundation Launching New Platform to Enhance Partner Experience Read More »

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