InvestUMC FAQ

As of October 1, 2018, The United Methodist Church Foundation became known as Foundation Investment Management—now rebranded as InvestUMC as of 2025. Our new name and visual identity do not change the way we operate. This rebranding more accurately reflects the work we’ve been doing over the past nineteen years and the work we will continue to do. Our legal name remains The United Methodist Church Foundation.

No. The mission of InvestUMC continues to be the same as it has been for the past nineteen years. Since 1999, we have helped to manage the invested assets of the General Agencies, Foundations and other entities of The United Methodist Church. We will continue to develop and administer planned gifts, endowment funds and funds held in trust for United Methodist causes. We are and will remain a United Methodist Church Foundation.

No! We do not work directly with Annual Conferences, churches or endowments that can best be served by other Foundations. Our goal is to provide the best and most innovative investment solutions to help General Agencies and UMC Foundations succeed in their mission. It serves no one to undermine Foundations by capturing the accounts that fund their mission.

Yes. In addition to our Balanced, Balanced +, Equity, Small/Mid Cap Growth, Small/Mid Cap Value, International Equity, Fixed Income portfolios, we will be introducing a series of screened funds, similar to Exchange Traded Funds that track market indexes, offering passive investing at very low costs. We have also upgraded our liquid, Short-Term Fixed account to offer a very attractive yield.

Similar, but not the same. Being a foundation allows us to understand the needs of other foundations. Having a diverse portfolio is the key to investment success and we believe that having a choice in your investment managers is equally important. InvestUMC will continue to offer personalized, innovative investments, at a low cost, providing those we serve, the means to succeed.