News

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 […]

Forest Hills UMC has had a long partnership with the Foundation. However, in 2024, we found ourselves in need of that partnership even more than before. The church was in desperate need of an air conditioning unit for the main sanctuary. After some deliberation, a clear solution to the problem emerged. The air conditioning needed

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

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

As the year draws to a close, many of us begin to reflect on ways we can give back—and there’s exciting news from recent tax law changes that may affect your generosity. The One Big Beautiful Bill Act (signed into law July 4, 2025) introduces several important new rules around charitable giving, many of which

Many clergy faithfully lead their congregations while quietly carrying financial challenges of their own. National surveys reveal that nearly half of pastors have less than $5,000 in savings, leaving them vulnerable in emergencies. About 70% carry non-mortgage debt, averaging over $40,000, and nearly a third have had to cut back or stop saving for retirement

The recent R-10 seminar offered clergy and their spouses a valuable opportunity to pause, reflect, and prepare for the decade leading up to retirement. Over the course of the event, participants engaged in practical sessions on financial planning, pension and benefits, wellness, and the spiritual and emotional transitions that come with this life stage. Beyond

Our church has been blessed by our partnership with the Florida United Methodist Foundation. They do a superb job managing our endowment funds in faithful, responsible ways, always attentive to the needs and curiosities of our Finance Committee. Over the years, the earnings from those funds have provided us resources to fund college and ministry

While markets have continued their uneven climb this quarter, our role as your fiduciary remains unchanged: to navigate with discipline, not distraction. Volatility can tempt short-term reactions, but our focus stays firmly on your long-term objectives. By maintaining a diversified, principles-based approach, we turn market noise into background hum—allowing us to keep our eyes on

Reflecting on 16 months of ministry, connection, and Christ-centered growth I began my journey with the Foundation as Director of Development on April 1, 2024. From day one, I was filled with excitement and anticipation for the road ahead. Little did I know that, in just 16 months, I would have the incredible privilege, honor,