Thank you for your interest in the Florida United Methodist Foundation’s investment funds (FUMF Funds). We are delighted that you would like to open one or more accounts.
The offering circular for the foundation’s investment funds describes the foundation’s financial position, investment policies and management practices, investment options, and past performance. Click on the link below to access the offering circular.
Only Florida United Methodist churches, agencies and institutions may invest in the foundation’s investment funds. This option is not available to individuals. Please click on the link below to receive an application.
If you decide to submit an application and would like access to your account online, please complete this form:
You may also wish to elect the following:
- Authorization to allow electronic deposits from your bank account to a foundation account and credits back to your bank account
- Authorization to allow electronic withdrawals from your foundation account to your bank account — this option must be authorized if you choose to have any interest you earn sent to you at the end of each quarter
Send the above forms with your application to: foundation@fumf.org, 863-904-0169 (FAX) or 450 Martin L. King Jr. Ave. Lakeland, FL 33815
If you prefer printed copies of these documents, please call our office at 866-363-9673 or email us at foundation@fumf.org to request your copies.
Thank you,
Florida United Methodist Foundation