The Florida United Methodist Foundation’s goal is to support congregations by providing them with the resources they need to carry out their faithful Christian ministry. We rely on the resources, goodwill, and trust placed on us by our partners to raise up our fellow stewards, which is why we strive to demonstrate our impact with honesty, integrity, and transparency.
We are proud to announce that the Foundation has once again been certified by the Center for Fiduciary Excellence (CEFEX) at the end of 2022 for our investment funds for churches, as well as our charitable gift annuity fund. This certification is granted through a rigorous annual audit process that ensures we are adhering to the highest standards possible.
During the certification process, CEFEX assessed the Foundation based on 100 criteria related to 21 best practices. Auditors examined the fiduciary status of all service providers to ensure they are acting solely for the benefit of our clients. The Foundation first earned this designation in 2019, and it has been renewed each year since.
This certification is a recognition of our commitment to serving our partners with transparency, financial integrity, and honest decision-making. Along with the CLEAN 2022 Audit, this certification means we will be able to grow, connect with more value-aligned investors, and continue to expand our ability to support congregations.
We invite you to take a moment to celebrate with us. By connecting faithful investors to driven stewards, we can safeguard our faith and ensure that our community has the resources it needs. Thank you for your continued trust in us.
Together, we are putting our faith forward and making sure that our community thrives under God’s abundant grace.