United Methodist Foundation of Western North Carolina, Inc. experiences exceptional returns
The Investment Team of the United Methodist Foundation of Western North Carolina, Inc. held their first quarterly meeting of the New Year on February 14, 2017. During this meeting they received comprehensive reports from Callan, the investment consulting firm that assists the team in the creation and on-going monitoring of the foundation’s four fund options.
The foundation board and staff are pleased to report that The Diversified Fund, created uniquely for endowment-type monies, had a December 31, 2016 return of 11.24% net of manager’s fees. This represents a 2.61% excess return over that of the fund’s blended benchmark. This return also places the foundation’s Diversified Fund in the top 3% of Callan’s peer group of approximately 300 foundations.
The Diversified Fund is a mix of 70% equities and 30% fixed income/cash with returns exceeding the benchmark for the past nine years.
To learn more about the investment options available through the foundation, please contact us at 888-450-1956 or visit our website at www.umfwnc.org
Resources for Vital Congregations
Lewis Center for Church Leadership
Lewis Center for Church Leadership: Books
Lewis Center for Church Leadership: Serve Your Neighbor
GBHEM Leadership Resources
Living Faithfully: Human Sexuality and the United Methodist Church
Englewood Book Review
Five Practices of Fruitful Congregations
Ted Talks: The Golden Circle
Ted Talks: The Power of Vulnerability
Ted Talks: The Price of Invulnerability
Meditations on the Ministry of All Christians
Be A Disciple
A Disciple’s Path; A Guide for United Methodist
Lewis Center for Church Leadership: Adult Christian Studies from the Wesley Ministry Network
Traveling Together: A Guide for Disciple Forming Congregations
Living As United Methodist Christians
Methodist Doctrine: The Essentials
Reclaiming our Wesleyan Tradition: John Wesley’s Sermons for Today
John Wesley Sermons: Anthology
Get Their Name
Evangelism & Theology in the Wesleyan Spirit
Canoeing the Mountains
Fresh Expressions: Dinner Church
Lewis Center for Church Leadership: Reach New Disciples
Lewis Center for Church Leadership: 50 Ways to Reach People
Community: The Structure of Belonging
RESOURCES TO CONNECT WITH THE COMMUNITY:
Institute for Emerging Issues
Congregations 4 Children
The Royce and Jane Reynolds Ministry Fund Grants
The Duke Endowment
The Appalachian District Church Vitality Team has been prayerfully seeking ways to help support you and the ministries of your local congregation during this COVID-19 pandemic. Together they have diligently researched and connected with others throughout the conference and our denomination to identify resources and offer them to you. We hope they will be helpful to you and bless you greatly in leading your churches and communities through this unprecedented time. We are very grateful to the District Vitality Team and other contributors for their great work on this resource.
This faithful team has created three documents, two of which you are receiving today. They include:
- Family Home Worship – designed to help families establish a regular worship space within their homes as well as a time where they can worship together.
- Tech Strategies – to help guide you in selecting effective tools and resources within your budget to best communicate in the digital world.
We believe these resources will be of great benefit to you. Also know that the District Vitality Team is available to answer any questions you might have in regards to the documents attached. If you have questions, you may email Rev. Howard Fleming at email@example.com.