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

 

CHURCH LEADERSHIP

Lewis Center for Church Leadership

Lewis Center for Church Leadership: Books

Lewis Center for Church Leadership: Serve Your Neighbor

GBHEM Leadership Resources

eLEAD

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

Design Thinking

Meditations on the Ministry of All Christians

DISCIPLE FORMATION:

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

WESLEYAN STUDIES:

Living As United Methodist Christians

Methodist Doctrine: The Essentials

Reclaiming our Wesleyan Tradition: John Wesley’s Sermons for Today

John Wesley Sermons: Anthology

REACHING PEOPLE:

Get Their Name

Evangelism & Theology in the Wesleyan Spirit

Canoeing the Mountains

Fresh Expressions

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

GRANTS:

The Royce and Jane Reynolds Ministry Fund Grants

The Duke Endowment

 

 

 

 

 

 

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