create an account

Churches and related United Methodist organizations in Missouri use the Foundation for the investment of endowments and other long-term charitable funds. Please scroll down and review this entire page to gain an overview. You may also want to call the Foundation office to discuss things, and/or schedule a Foundation representative to meet with your leadership team.

If you are ready to open an account, you may request an Account Agreement and Disclosure Statement by completing the form below. An email will be auto-generated for you with both the agreement and statement that is needed to begin the process of creating an account. If you have questions, contact foundation@mumf.org or 573-875-4168.

Remember, this is for churches and institutions only. Individuals may not apply. After you submit this form you will automatically receive an email with links to the requested documents.

Investment Information
Home Address
Home Address
City
State/Province
Zip/Postal

Watch an overview of our investment program.

your participation makes a difference!

The Missouri UM Foundation helps you grow resources for ministry. Churches and institutions in Missouri place endowments, long-term reserves, and other special-use funds at the Foundation knowing that they can rely on prudent diversified investment, continuous oversight, and ready access to their funds.  Record keeping is also simplified as you create your separate foundation accounts for separate funds.

The Foundation investment program is cost-effective, sensitive to the social principles of the church, and the Foundation gives back through its grant and scholarship programs. Returns are net of all costs, commissions, and administrative fees associated with the investments. Returns for periods greater than 12 months are annualized. Please refer to the Disclosure Statement for a full description of costs and fees. Past performance is no guarantee of future returns.

three portfolios

The Foundation offers three different investment portfolios in which churches and organizations may open accounts. Each fund has a different asset allocation, and all funds are monitored by Foundation staff, the Foundation Investment Management Committee, and by the Foundation’s professional investment consultants.

total assets & net returns as of 12/31/2023

Contact us for the latest month-end return summaries.

Missouri United Methodist Foundation Assets Under Management (6)

aggressive fund

total assets:

$65,884,928

annualized net returns

last 12 months

13.1%

last 3 years

4.2%

last 5 years

8.7%

last 10 years

6.2%

Since inception(06/94)

8.0%

aggressive fund

Established in 1994, the Aggressive Fund’s investment objective is to seek long-term appreciation and invests largely in equity securities. It also maintains allocation to fixed income securities and various alternative investments.

balanced fund

total assets:

$46,008,028

annualized net returns

last 12 months

12.6%

last 3 years

1.7%

last 5 years

7.1%

last 10 years

4.9%

Since inception(12/90)

7.2%

balanced fund

The Balance Fund was established in 1990 and seeks to balance the objectives of long-term capital appreciation and present income. It is typically invested in a balanced portfolio of equity securities, fixed income securities, and alternative investments.

conservative fund

total assets:

$4,013,308

annualized net returns

last 12 months

9.0%

last 3 years

-0.1%

last 5 years

4.5%

last 10 years

3.2%

Since inception(04/97)

4.9%

conservative fund

The Conservative Fund was established in 1997. Its investment objective is to maximize present income and is primarily invested in fixed income securities. It includes a modest allocation to equity securities, and some alternative investments.

structure & value

Investment consulting services are provided to the Foundation by Mercer. As a leading not-for-profit investment consultant, Mercer offers a full spectrum of research, advice and delegated solutions for healthcare, endowments, foundations and faith-based organizations.  The Mercer office in St. Louis is supported by national and global research resources that serve 345 not-for-profit organizations investing over $390 billion in assets.