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# Midwest Methodist Foundation

Encouraging lifelong generosity with God's abundance

## Sitemaps

- [XML Sitemap](https://midwestmethodist.org/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [News](https://midwestmethodist.org/news/)
- [Annual Stewardship Report 2025](https://midwestmethodist.org/annual-stewardship-report-2025/) - Our Annual Stewardship Report 2025 highlights how our mission-aligned investments demonstrate our commitment to "doing no harm" and to "doing good." This report is not just a reflection of our financial performance but a testament to the measurable impact we are making in areas like climate, community, conservation, diversity, and wellness, thanks to our partnership
- [Retirement Announcement](https://midwestmethodist.org/retirement-announcement/) - After 42½ years of dedicated service to the United Methodist Foundation of the Northern Illinois Conference, Executive Assistant Carolyn Cook is retiring at the end of this year. Carolyn began her career with the Foundation and the Northern Illinois Conference in 1980, and then she transitioned to full-time employment with the Foundation in 1992. She
- [70th Anniversary Celebration!](https://midwestmethodist.org/70th-anniversary/) - A handful of volunteer church leaders gave birth to the “Methodist Foundation of Rock River Conference” on October 14, 1949. These beginnings were humble but full of potential for the future. One of the earliest leaders of the Foundation, Rev. Milo J. Vondracek, wrote in December 1960: It is obvious to anyone who has been
- [Clergy Tax Seminar - February 22, 2024](https://midwestmethodist.org/clergy-tax/) - Thursday @ 10:00 - 12:00 PM February 22, 2024 First UMC of DeKalb, 2501 N Annie Glidden Rd, DeKalb, IL Cost: $10 In-person seminar on clergy taxes for clergy and for church personnel Presenter: Joy Chapell, IRS Enrolled Agent Click here to go to the landing page. Click here to go straight to registration.
- [Stewardship Summit 2017](https://midwestmethodist.org/summit2017/) - Stewardship for Real People: Flaws and All Presenter: Rev. Molly Baskette Author of Real Good Church Stay tuned to the Stewardship page for information about future stewardship summits. Below you can download materials from the afternoon "talkers:" Beyond Membership: Sunday life lived seven days, Erin James-Brown (handout) (download MP3) Beyond Budgets: Setting the captive free,
- [Christmas Message from the Holy Land 2024](https://midwestmethodist.org/wiam2024/) - Merry Christmas! Rev. Jane Eesley, Northern Illinois pastor and missionary in the Methodist Liaison Office in Jerusalem, wishes you a Merry Christmas from the Holy Land and requests your generous support for the children of Bethlehem. Please become one of several donors to make a significant gift to the children of Bethlehem by the end
- [Giving thanks to God rings down through the years!](https://midwestmethodist.org/giving-thanks-to-god-rings-down-through-the-years/) - Enjoy this brief poem by Annette Wynne, Thanksgiving Day: Brave and high-souled Pilgrims, you who knew no fears, How your words of thankfulness go ringing down the years; May we follow after; like you, work and pray. And with hearts of thankfulness keep Thanksgiving Day. Wishing you and yours peace and blessings from the Foundation
- [November 2, 2023: Soft Landing? Ask the Consumer](https://midwestmethodist.org/november-2-2023-soft-landing-ask-the-consumer/) - On November 2, 2023, SouthCol Advisors Founder James Lumberg presented the third quarter market review, "Soft Landing? Ask the Consumer." https://youtu.be/K104y7qeLjI Please feel free to share this video with whomever you feel will benefit. 00:00 Introduction 01:27 Market Dashboard YTD 2023 as of 2023-10-30 02:57 S&P 500 Index: Trailing 180 Days 03:21 Sector Performance 04:00
- [February 2, 2023: Emerging Light?](https://midwestmethodist.org/february-02-2023-emerging-light/) - On February 2, 2023, SouthCol Advisors Founder James Lumberg presented the fourth quarter market review, "Emerging Light?" Read the Q4 2022 Investor Letter here. https://youtu.be/RqlaNbAzkkc Segment Time Segment Content 00:00​ – 00:29 Introduction 00:29​ – 02:44 Equity Markets YTD 2023 2023-01-30 02:44 – 03:35 S&P 500 Sector Performance YTD 2023 03:35​ – 04:27 Bonds: 10-year
- [May 4, 2023: Which Way From Here?](https://midwestmethodist.org/may-4-2023-which-way-from-here/) - On May 4, 2023, SouthCol Advisors Founder James Lumberg presented the first quarter market review, "Which Way From Here?" https://www.youtube.com/watch?v=L-CRt9faXDQ Please feel free to share this video with whomever you feel will benefit. 00:00​ Introduction 00:30​ Equity Markets YTD 2023 01:57​ S&P 500 Sector Performance YTD 2023 02:52​ Bonds: 10-year Treasury Yield – Trailing 180
- [August 3, 2023: Soft Landing?](https://midwestmethodist.org/august-3-2023-soft-landing/) - On August 3, 2023, SouthCol Advisors Founder James Lumberg presented the second quarter market review, "Soft Landing?" https://www.youtube.com/watch?v=OIS-c0i9Re0 Please feel free to share this video with whomever you feel will benefit. 00:00 Introduction 00:15 Market Dashboard YTD 2023 as of 2023-07-24 01:58 S&P 500 Index: Trailing 180 Days 02:47 Sector Performance 04:34 S&P 500: Forward
- [October 27, 2022: Teeter-Totter: Rates and Ratios](https://midwestmethodist.org/october-27-2022-teeter-totter-rates-and-ratios/) - On October 27, 2022, UMF President Chris Walters presented the third quarter market review, "Teeter-Totter: Rates and Ratios." Read the Q3 2022 Investor Letter here. https://youtu.be/9hIJHX8IIxs Segment Time Segment Content 00:00​ – 00:30 Introduction 00:30​ – 02:28 Global Equity Markets Year to Date 2022-10-26 02:28​ – 03:44 S&P 500 Index: Trailing 180 days 03:44​
- [Welcome New Client Relations Associate](https://midwestmethodist.org/welcome-new-client-relations-associate/) - The United Methodist Foundation welcomes Demetra Kidd as Client Relations Associate! Demetra joins the Foundation after a successful twenty (24) year career with the Northern Trust Company in various roles within Treasury Management and Asset Management. Her most recent role was Vice President, Senior Consultant on the Client Administration team within Asset Management. She was
- [The Generosity Hotline: On-Demand Coaching Designed For You](https://midwestmethodist.org/generosity-hotline-webinar/) - The Foundation and Horizons Stewardship are partnering to provide on-demand generosity coaching to Northern Illinois churches at no cost and no obligation to you or your church. Register on Zoom to join us for the free webinar Thursday, October 27 at 2:00 pm The Generosity Hotline will provide you: Access to experienced generosity coaches at your
- [August 4, 2022: Climbing the Wall of Worry](https://midwestmethodist.org/august-4-2022-climbing-the-wall-of-worry/) - On August 4, 2022, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the second quarter market review, "Climbing the Wall of Worry." Read the Q2 2022 Investor Letter here. https://youtu.be/1iuKdr6Uz7s Segment Time Segment Content 00:00​ – 00:08 Introduction 00:08​ – 02:15 Global Equity Markets Year to Date 2022-08-01 02:15​ – 02:40 S&P
- [Water the garden of your ministry](https://midwestmethodist.org/water-the-garden-of-your-ministry/) - From Surviving to Thriving: Platinum Rule Leadership for Changing Times Fun and insightful workshops that empower you to communicate with greater emotional intelligence. Wed. @ 10:00 AM - 12:00 PM Jul 27 | Aug 3 | Aug 10 Rebekah's latest book and Bonnie's book are both included in the $99 registration. Visit here for more
- [May 5, 2022: Pin the tail on the next recession](https://midwestmethodist.org/may-5-2022-pin-the-tail-on-the-next-recession/) - On May 5, 2022, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the first quarter market review, "Pin the tail on the next recession." Read the Q1 2022 Investor Letter here. https://youtu.be/k-pO4JQmn00 Segment Time Segment Content 00:00​ – 00:32 Introduction 00:32​ – 02:37 Global Equity Markets Year to Date 2022 02:37​ – 02:52
- [Julian Davis Reid - Notes of Rest](https://midwestmethodist.org/notes-of-rest/) - Notes of Rest is a contemplative retreat that places meditations from a passage of the Bible on a bed of music, cultivating stillness, introspection, and creativity in communities so that all may rest. Julian Davis Reid is an artist-theologian who uses words and music to invite us into the restful life we were created to
- [The United Methodist Foundation Sponsors a Fresh Expressions Field Education Cohort of Five Garrett-Evangelical Students](https://midwestmethodist.org/fresh-expressions-field-education-cohort-garrett-evangelical/) - From Garrett-Evangelical Theological Seminary: The United Methodist Foundation of the Northern Illinois Conference, Inc. has agreed to sponsor a Fresh Expressions Field Education cohort of five Garrett-Evangelical students, allowing the students to answer God’s call to ministry, fulfill their degree requirements, and serve in community-based placements. All master of divinity, master of public ministry, and
- [January 27, 2022: Focused on the Fed](https://midwestmethodist.org/january-27-2022-focused-on-the-fed/) - On January 27, 2022, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the fourth quarter market review, "Focused on the Fed." Read the Q4 2021 Investor Letter here. https://youtu.be/8_df0wvbBu0 Segment Time Segment Content 00:00​ – 00:06 Introduction 00:06​ – 01:34 Stock Markets Year to Date 2022 01:34​ – 01:52 S&P 500 Sector Performance
- [Clergy Tax Webinar - February 7, 2022](https://midwestmethodist.org/clergy-tax-webinar/) - DATE: Monday, February 7, 2022 TIME: 11:00 am CST Clergy face some unique challenges when it comes to things like Social Security payments, estimated tax payments, housing allowances or exclusions, and reimbursed expenses. There are questions you may have about implications of the pandemic on your 2021 tax situation. Your corner tax preparer may not understand the
- [October 28, 2021: Price & Value](https://midwestmethodist.org/october-28-2021-price-value/) - On October 28, 2021, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the third quarter market review, "Price & Value." Read the Q3 2021 Investor Letter here. https://youtu.be/NWp1XgPhKW4 Segment Time Segment Content 00:00​ - 00:07​​ Introduction 00:07​ - 03:24 Stock Markets Year to Date 2021 03:24​ - 04:30 Domestic vs. International Equities 04:30​
- [July 29, 2021: Same, but different](https://midwestmethodist.org/same-but-different/) - On July 29, 2021, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the second quarter market review, "Same, but different." During the Q&A time after the presentation, participants asked a few questions. See below after the video timeline for more information. https://youtu.be/2s8ablpLxLM Segment Time Segment Content 00:00​ - 00:28​​ Introduction 00:28​ - 01:28
- [April 29, 2021: Investing lessons from a really difficult year](https://midwestmethodist.org/investing-lessons-really-difficult-year/) - On April 29, 2021, UMF president Chris Walters and investment advisor Jim Lumberg hosted a video presentation, "Investing lessons from a really difficult year," to discuss the first quarter of 2021. Please feel free to share this video with whomever you feel will benefit. During the Q&A time after the presentation, participants highlighted several topics
- [Share the Stimulus](https://midwestmethodist.org/share-the-stimulus/) - (please complete the ANONYMOUS "Share the Stimulus" survey here) If you have received or will receive stimulus money, ask yourself this question: "What good can I / we do with this money?" Use this opportunity to express your generosity by supporting the causes you believe in, the causes that make your spiritual heart pump
- [Giving Tuesday](https://midwestmethodist.org/gt/) - The Tuesday after Thanksgiving each year has become known as "Giving Tuesday," which follows "Black Friday" and "Cyber Monday." Christian generosity, however, comes before all other expenditures, as we are taught several times in the Bible through the principle of giving our "first fruits." There are several exceptional United Methodist-related ministries right here in northern Illinois
- [Annual Meeting Report 2020](https://midwestmethodist.org/annual-meeting-report-2020/) - https://vimeo.com/476507763 This video provides the Foundation's 2020 annual report to the Northern Illinois Annual Conference in November 2020. For the slides in the report (and other slides), download this PDF.
- [Autumn 2020 Reflection](https://midwestmethodist.org/autumn-2020-reflection/) - https://vimeo.com/476508620 "Even as the seasons change there is so much life going on outside that is completely unaware of the pandemic affecting humanity. Life goes on, hundreds of people still drive by the church building virtually every minute of the day." "Where are they going? Where are they coming from? With what purpose do they
- [Provisions related to charitable giving in the CARES Act](https://midwestmethodist.org/cares-act/) - The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress and signed into law by the president on March 27th, 2020. The CARES Act contains some provisions related to charitable giving. The national accounting and consulting firm, CapinCrouse, that specializes in serving nonprofit organizations, highlights the key provisions of the CARES Act
- [United Methodists feed their neighbors](https://midwestmethodist.org/united-methodists-feed-their-neighbors/) - United Methodists are meeting the need to feed people across northern Illinois during this time of crisis. With thousands of people facing unemployment and economic hard times, the COVID-19 pandemic is impacting access to nutritious food for many. To respond to the increased need, the United Methodist Foundation (UMF) of the Northern Illinois Conference initially
- [United Methodists Feeding Neighbors](https://midwestmethodist.org/foodhelp/) - https://youtu.be/6LZ2gFYaehM Jesus replied, “You give them something to eat.” - Luke 9:13 Methodists in northern Illinois gave more than $82,000 in May to fulfill the $75,000 match pledged by the Foundation. Thank you! Keep on giving! Give online to the food banks Please keep giving for the need is great. Greater Chicago Food
- [What do we really need to live an abundant life?](https://midwestmethodist.org/what-do-we-really-need-to-live-an-abundant-life/) - "In all this I have given you an example that by such work we must support the weak, remembering the words of the Lord Jesus, for he himself said, 'It is more blessed to give than to receive.'" - Acts 20:35 My wife and I are very blessed by having worked for decades and by being
- [April 1, 2020: Weathering the Storms of Market Volatility Video Conference](https://midwestmethodist.org/weathering-the-storms-of-market-volatility-video-conference/) - UMF president Chris Walters and investment consultant Jim Lumberg hosted a video presentation and Q&A with about two dozen local church clients. This video contains the core content of that video conference. Please feel free to share this video with whomever you feel will benefit. https://youtu.be/d48qxFmj8Cw Segment Time Segment Content 0:00 - 01:42 Introduction 1:42
- [Weathering the Storms](https://midwestmethodist.org/weathering-the-storms/) - Dear Ministry Partners and Constituents, Our local communities and communities around the world are facing uncertainty and anxiety in response to COVID-19. Understandably, we are concerned for our health, the well-being of our families and communities, and, of course, our financial resources. History has demonstrated that “staying the course” is the prudent way forward in
- [Seeking clarity on clergy taxes?](https://midwestmethodist.org/clergy-tax-seminar-2020/) - Cost $10 Thursday, February 20, 9:00 am to 12:00 pm Sycamore UMC, 160 Johnson Ave, Sycamore, IL (Clergy and interested lay people are welcome.) Our seminar instructor will be Ellen Feliciano, an Enrolled Agent and a Master Tax Advisor with H&R Block. Ellen has been preparing taxes professionally for 10 years. Her areas of expertise
- [Stewardship Summit 2018](https://midwestmethodist.org/summit2018/) - Set the Tone of Generosity with Testimony "We were fed, spiritually and physically, and left with ideas and enthusiasm, and ready to take action." - Jeanine Wang, Stewardship Chair, Court Street UMC, 2018 Participant Dr. Saul Ebema currently serves as the Senior Pastor of Lombard Bible Church, a member of the Christian & Missionary Alliance.

## Pages

- [Home](https://midwestmethodist.org/) - Encouraging lifelong generosity with God's abundance
- [Investment Overview](https://midwestmethodist.org/investment-overview/) - Your local church or organization can benefit from a carefully developed and professionally managed investment program rooted in the Three Simple Rules of Methodism's founder: "Do no harm" ... be socially responsible. "Do good" ... make a positive impact. "Stay in love with God" ... serve your mission. View the latest quarterly investment overview Monthly
- [Grant Stories](https://midwestmethodist.org/grant-stories/) - For information about the grants ministry and to apply, visit the main "Grants" page. Since 1999 the Foundation has granted more than $1.4 million to more than 200 local churches and ministries. Below you can encounter the stories of several grant recipients, thanks to our partnership with the Emmy Award-winning Greater Chicago Broadcast Ministries and
- [Grants](https://midwestmethodist.org/grants/) - The Foundation has granted more than $1.25 million to 200+ ministries since 1999. UM churches in the NIC may apply for a $5000 grant for 2026!
- [Investment Performance Reports](https://midwestmethodist.org/investment-performance-reports/) - This page links to the previous 12 monthly performance reports, generated on the 5th of each month and uploaded here soon thereafter. These reports contain information at the fund level. June 2026 May 2026 April 2026 March 2026 February 2026 January 2026 December 2025 November 2025 October 2025 September 2025 August 2025 July 2025
- [About](https://midwestmethodist.org/about/) - Organized in 1949, Midwest Methodist Foundation® is an independent 501(c)(3) public charity, partnering with many individuals, experts, churches, and organizations to provide several services: Investment Management Endowment Genesis & Growth Trustee & Custodial Services Planned Giving Programs Donor Consultation Stewardship Development Financial Best Practices Grants & Scholarships In 2023 to reflect the evolving needs of
- [Staff & Providers](https://midwestmethodist.org/staff-providers/) - Chris Walters, President & CEO Office: *protected email* Cell: *protected email* *protected email* Demetra Kidd, Client Relations Associate Office: *protected email* Cell: *protected email* *protected email* Service Providers The following companies provide exemplary professional services to Midwest Methodist Foundation® and our clients and constituents: Integrated Marketing Gift Planning Solutions Asset Management, Analytics, and Reporting Custom
- [Uplifting Young Methodists Scholarship](https://midwestmethodist.org/uplift/) - For the 2026-2027 educational year, the Foundation will award ... $11,000 in scholarships $2500 for 4 individuals 1 of the 4 recipients will receive an extra $1000 as the Carolyn J. Cook Scholar Download and Read the Application Information Here Applications are closed. Recipients will be notified after June 16. For
- [Investor Letters](https://midwestmethodist.org/investor-letters/) - Every quarter the Foundation's executive prepares a letter to investment clients highlighting the annualized performance of the investment funds and recent market commentary. The letter also often includes a personal and pastoral perspective on investing, as well as occasional notifications relevant to account management. This page contains links to the current year's letters and the
- [Donate](https://midwestmethodist.org/donate/) - Thank you for choosing Midwest Methodist Foundation® to express your generosity! Click here to download a printable donation form or click the relevant image below to donate online: Visit the Foundation's donation hub on ... Uplifting Young Methodists Scholarship Join others in granting annual scholarships to minority students. Creative Ministries Grants Empower local churches and
- [Scholarships](https://midwestmethodist.org/scholarships/) - Uplifting Young Methodists Scholarship For many students, continuing education beyond high school is a challenging decision due to financial circumstances. Midwest Methodist Foundation wants to empower students to continue their education by providing financial assistance. This scholarship is designed to assist minority United Methodist students to attend a non-profit trade school, community college, college, or
- [Resources](https://midwestmethodist.org/resources/) - See Sample Polices below Secure Digital Forms: CURRENT CLIENTS: you can securely conduct many account management activities through PandaDoc. SIMPLY EMAIL: accounts@midwestmethodist.org and then we will get the ball rolling through PandaDoc. Account Holder Forms: New Investment Management Clients: If your church/organization is a new client of the Foundation, complete the Investment Management Agreement (IMA): Investment
- [Sustaining Your Ministry's Future](https://midwestmethodist.org/sustaining-ministry/) - Is your church selling property? Or has already sold property? What comes next? How can local church trustees and leaders invest and manage financial assets from a property sale in accordance with The Book of Discipline ¶ 2543? When circumstances lead to the sale of church property, The UMC's Book of Discipline ¶ 2543
- [Sisbro Folx Mini Documentary](https://midwestmethodist.org/sisbrofolxminidoc/) - https://www.youtube.com/watch?v=VOaQTQ5PWbo Filmed at their 50th anniversary gathering in August 2025, this mini documentary tells the story of Sisbro Folx, a non-geographic covenant community, that was formed in 1975 by seminarians at Evangelical Theological Seminary, now Garrett-Evangelical Theological Seminary. Sisbro Folx donate 2% of their income each year to their donor-advised fund to grant to charitable
- [Stories](https://midwestmethodist.org/stories/) - You’re invited into the lives of ordinary people through whom God is doing extraordinary things. These stories are glimpses of grace, testimonies of faith taking flesh in real lives. When we listen, we remember who we are: one body, many parts, one story, many volumes, created and compiled together in God's universal library of love
- [Board of Directors](https://midwestmethodist.org/board/) - Directors can serve three, three-year terms. The board meets quarterly. During a suspension of the Annual Conference session, Midwest Methodist Foundation® convenes its annual business meeting, typically in June. Board of Directors Ms. Lisa Butler, Chicago: Morgan Park, Vice Chair Ms. Ergeline Calimlim, Chicago: First (The Chicago Temple) Rev. Avani Christian, West Chicago: New Hope
- [Julian Davis Reid - Notes of Rest](https://midwestmethodist.org/rest/) - Notes of Rest is a contemplative retreat that places meditations from a passage of the Bible on a bed of music, cultivating stillness, introspection, and creativity in communities so that all may rest. Julian Davis Reid is an artist-theologian who uses words and music to invite us into the restful life we were created to
- [Mildred's Stories](https://midwestmethodist.org/mildred/) -  Mildred Vannorsdall (1918-2000) was from Ohio but lived much of her life in Chicago working for the Chicago Public Library, having earned her PhD in Library and Information Science from the University of Michigan in 1974. She lived out her bold faith with her local Methodist church family and served in many roles, such
- [Stewardship](https://midwestmethodist.org/stewardship/) - Seeking to learn from solid teaching, personal insights, and a wealth of experience? Book a 50-minute appointment with an expert Ministry Strategist through the Generosity Hotline? Looking to further your mission and ministry and generate new forms of income? Participate in the Good Futures Accelerator at half price, thanks to Wesleyan Impact Partners!
- [Brand Update FAQ](https://midwestmethodist.org/brand-faq/) - In 2023 the United Methodist Foundation of the Northern Illinois Conference, Inc. updated our brand and name to Midwest Methodist Foundation®. The Foundation serves an increasingly diverse group of clients, and the new name recognizes the broader reach of the Foundation since our inception in 1949. Are other United Methodist Foundations changing? Yes. There
- [Churches](https://midwestmethodist.org/churches/) - Many Foundation services are designed for the local church, such as the Generosity Hotline with Horizons Stewardship. The Foundation offers investment management services for local church-owned funds. More than 140 clients—local churches and several church-related organizations—partner with the Foundation to benefit from investment management services, as well as 100+ individuals through life income gifts. The Foundation
- [Donate Securities](https://midwestmethodist.org/donate-securities/) - Thank you for choosing Midwest Methodist Foundation® to express your generosity! You can give to the Foundation to benefit the Foundation's ministries, scholarships, and grants, or you can designate your gift to benefit your local church or partner organization aligned with the values of the Foundation. Contact us if you would like to donate securities
- [Local Church Administration](https://midwestmethodist.org/administration/) - Are you looking for assistance in navigating a particular decision? Are you looking for assistance in navigating the vast resources available to you? Please contact us, and we will assist you to the best of our abilities, at no additional cost to you. The United Methodist Church provides vast resources of valuable information, guidance, and
- [Imagining Good Futures Summit](https://midwestmethodist.org/summit2024/) - Click here for more information and to register. Saturday, August 3 8:30 am to 2:30 pm Christ UMC 4509 Highcrest Road, Rockford, IL Presenter: Rev. Mark Elsdon, RootedGood Cost: $30 per person (breakfast snacks and boxed lunch included) (childcare available for pre-registrations) Books: $10 each (optional purchase) Click here for more
- [Stewardship Summit 2020](https://midwestmethodist.org/summit2020/) - Four 2020 Workshops for Vital Vintage Churches Saturdays, 9:00 am, Video & Zoom Sep. 19, Oct. 3, Oct. 24, Nov. 21, 2020 Winter 2021 Stewardship Plan Consultation Presenter: Rev. Dr. Michael Piazza, Agile Church Feedback from the August 15 gathering on Zoom with 125 people from 98 churches and five organizations: "A common-sense approach to
- [Canceled Donation](https://midwestmethodist.org/donatecancel/) - You have canceled a transaction on PayPal. If you need assistance please contact the Foundation office. See the contact information on the top or bottom of this website. Thank you.
- [Donor Stories](https://midwestmethodist.org/donor-stories/)
- [Shop](https://midwestmethodist.org/shop/)
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- [Sample Page](https://midwestmethodist.org/sample-page/) - This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this: Hi there! I'm a bike messenger
- [2022 Grants](https://midwestmethodist.org/2022-grants/) - Church/Agency Name Program/Project Brooke Road UMC Swahili Worship Cedarville UMC Community Food Pantry The Center UMC The Center Cup Channahon UMC Blanket Ministry Chicago Lawn UMC Achieving ministry through community comradeship Community UMC of South Elgin Audio / Visual Project Curt's Cafe Stipends and basic necessities for young adults Dakota-Rock Grove UMC Personal Care Pantry
- [2021 Grants](https://midwestmethodist.org/2021-grants/) - Church/Agency Name Program/Project Cedarville Food Pantry Channahon IL Veterans Home Manteno Chicago: African Community Bringing Christ to the World Chicago: Greenstone Multi-Media Ministry Chicago: Humboldt Park Young Latinx Leadership Initiative Chicago: Big Shoulders Church Anti-Racism Community Building Crete eLearning Pod Elk Grove Village: Prince of Peace Food Backpack Program JOURNEYS | The Road Home The
- [2020 Grants](https://midwestmethodist.org/2020-grants/) - Church/Agency Name Program/Project Algonquin: Christ Youth Mission Trip Bolingbrook: Friendship Summer STEM Program Chana Chana PROMISE (school enrichment) Chicago Alternative to Incarceration (ATI) Collaborative, Inc. Neighborhood Intern Project Chicago: Englewood Rust ER Pathways Chicago: South Shore Computer Lab & Reading Center Elk Grove Village: Prince of Peace Food Backpack Program Glenbrook-Korean YouTube Broadcasting Glenview Youth
- [70th Anniversary Grants](https://midwestmethodist.org/70th-anniversary-grants/) - To celebrate 70 years of ministry, the Foundation in the month of June asked for recommendations of organizations beyond the local church to each receive a $10,000 grant. From 100+ organizations that the Foundation invited to apply, the Grants Committee and the Foundation Board selected the following seven organizations: MOMENTA Help produce 9th “Counter Balance”
- [2019 Grants](https://midwestmethodist.org/2019-grants/) - Church/Agency Name Program/Project Arlington Heights: Church of the Incarnation Public Action to Deliver Shelter (PADS) Arlington Heights: First Arts Ministry / Studio 1903 Belvidere: First The Hood Is My Parish Bolingbrook: Friendship After School STEM Program Carol Stream: St. Andrew Citizenship Mentoring Program Chicago: Lincoln Youth Health Service Corps – 5+1 to get 20 campaign
- [Overview of Fund Performance](https://midwestmethodist.org/overview-of-fund-performance/) - Track major benchmarks and aim for outperformance. (Updated December 31, 2022) Delivering Diverse Asset Allocation and Optimizing Portfolio Construction *"Benchmark" is a blend of benchmarks (see below and historical details on pages 4 & 5 here) for the fund’s underlying portfolios of stocks and fixed income, relative to the portfolio allocations within the fund’s model.
- [Prudent Investment Management](https://midwestmethodist.org/prudent-investment-management/) - Simplify your church’s investments through three funds. Allocating Assets through Diversification & Portfolio Optimization The Foundation offers to our investment clients three fund models that are broadly diversified and optimized to fulfill SRI & ESG objectives. The three fund names—Conservative, Moderate, and Aggressive—reflect their relative risk / return profiles. The pie charts below depict
- [Quantitative Sustainable Portfolios](https://midwestmethodist.org/quantitative-sustainable-portfolios/) - Put the best of the markets to work for your church. Aligning Investments with Sustainable Priorities Each portfolio contains a subset of the constituents of a major market index and is designed to mimic the portfolio characteristics of the index as a whole. Beginning 2018 the Foundation’s fund models contain four Quantitative Sustainable Portfolios
- [Investment Partner & Services Provider](https://midwestmethodist.org/investment-partner-and-services-provider/) - Benefit your church with institutional-class solutions and care. Partnering to Provide Mission-Aligned & High Quality Investment Solutions Partnering with SouthCol Advisors and Envestnet | PMC the Foundation provides high quality portfolio management aligned with the church’s investment ethics and the proven long-term strategy of passively managing portfolio allocations to industry-standard indexes and benchmarks. Founded
- [Sustainable and Socially Responsible](https://midwestmethodist.org/sustainable-and-socially-responsible/) - Align your church’s investments with ethical standards. Exemplifying the Church’s Investment Ethics “United Methodist institutions shall endeavor to avoid investments in companies engaged in core business activities that are not aligned with the Social Principles.” - Book of Discipline ¶717 The investment ethics of the church are patterned after the “Three Simple Rules” of
- [Value Comparison to Secular Advisors](https://midwestmethodist.org/value-comparison-to-secular-advisors/) - Entrust your church’s investments with the utmost care. Abiding by Fiduciary Standards to Care for the Church’s Best Interests Many professionals provide financial services: brokers, accountants, lawyers, insurance agents, and financial planners, many of whom work for networks with well-known brand names. However, it can be confusing to understand who you’re really working with
- [Investments](https://midwestmethodist.org/investments/) - Envestnet | PMC manages three funds for our investment clients that are broadly diversified, optimized for solid returns, and aligned with the church's values of Impact Investing. The three fund names—Conservative, Moderate, and Aggressive—reflect their relative risk / return profiles. The pie charts below depict the asset allocations of the funds and their target percentages.
- [2018 Grants](https://midwestmethodist.org/2018-grants/) - Church/Agency Name Program/Project Depression and Bipolar Support Alliance Peer-Led Support Group for Veterans with Mood Disorders and PTSD Elk Grove Village: Prince of Peace Food Backpack Program Chicago: Lincoln Youth Health Service Corps – 5+1 to get 20 campaign Saint Charles: Baker Memorial Special Education Cooperative Milledgeville Praise Band for Creative Worship Roselle Community Meal
- [Terms of Service and Privacy Policy](https://midwestmethodist.org/legal/)
- [Planned Giving Stories](https://midwestmethodist.org/planned-giving-stories/) - Visit the Foundation's website on planned giving to learn more about these and other ways to give. Ron and Carol Walter - Donor Advised Fund https://www.youtube.com/watch?v=9hO1pUYPxEc Denny and Jane Hackett - Charitable Remainder Unitrust https://www.youtube.com/watch?v=DLPDK8KpAow Lois Randle - Charitable Gift Annuity https://www.youtube.com/watch?v=Bi4V9pc4Il8
- [2017 Grants](https://midwestmethodist.org/2017-grants/) - Church/Agency Name Program/Project Aurora: Bethany of Fox Valley Great Agers Retreat Batavia: Flowing Grace Recovery: Friends & Resources Brookfield: Compassion Compassion at Work Chana Children's Library Chicago: Grace Logan Square Studio 3325 Artist in Residence Chicago: Southlawn Aiming for Success Chicago: West Ridge Ministry Center for Immigrants & Refugees Crystal Lake: First Nathaniel's Hope Durand
- [Frequently Asked Questions](https://midwestmethodist.org/faq/) - What does the United Methodist Foundation do? We are a leader in the Northern Illinois Conference in providing stewardship resources to assist local churches and United Methodists in their stewardship ministry. We multiply resources for ministry in the Name of Jesus Christ by ... offering an exemplary, socially responsible investment program for local churches and
- [Thank you!](https://midwestmethodist.org/donatethankyou/) - Thank you! We have received your donation / payment via PayPal. We will contact you soon to acknowledge your transaction.
- [Investor Statement](https://midwestmethodist.org/investor-statement/) - This page redirects to the most recent investor statement of the pooled funds.

## Legal Pages

- [Privacy Policy](https://midwestmethodist.org/wpautoterms/privacy-policy/) - Last updated: ("us", "we", or "our") operates the website (the "Service"). This page informs you of our policies regarding the collection, use and disclosure of Personal Information when you use our Service. We will not use or share your information with anyone except as described in this Privacy Policy. We use your Personal Information for
- [Terms and Conditions](https://midwestmethodist.org/wpautoterms/terms-and-conditions/) - Last updated: Please read these Terms of Use ("Terms", "Terms of Use") carefully before using the website (the "Service") operated by ("us", "we", or "our"). Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who access

## Categories

- [Uncategorized](https://midwestmethodist.org/category/uncategorized/)
- [Investments](https://midwestmethodist.org/category/investments/)
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