Investment & Gifts Policies

These important policies provide guidance and direction in the Foundation’s work as a fiduciary.

Investment Policies

Our Investment Policy Statement outlines and defines responsibilities and guidelines for the investment of assets under Foundation management.

Social Responsibility

The Foundation takes seriously its role as a leader in Christian stewardship for United Methodists in northern Illinois. It follows socially responsible investment practices with the funds under its management. Within the scope of the Foundation’s fiduciary responsibility to all of its clients, the Foundation’s investment managers follow the “Ethical Exclusion Guidelines” established by Wespath Benefits and Investments, an agency of The United Methodist Church.

Planned Giving Program Policies

This Planned Giving and Gifts Policy statement describes the Planned Giving Program of the Foundation, established to encourage lifelong generosity among United Methodists to local churches and church-related agencies.

Planned Giving Program Objectives

The program objectives are as follows:

  • To provide an organized effort to secure commitments of estate gifts
  • To assist individuals who wish to make charitable gifts to United Methodist churches or agencies from their accumulated assets
  • To provide technical assistance with planned giving programs in local churches and United Methodist agencies

The policy also provides detailed descriptions of various planned giving strategies and the Foundation’s role in administering and stewarding these gifts. The gift acceptance policy establishes due diligence, accurate accounting, reporting, and administration of the assets while honoring the intent of the donor and offering protections to Foundation staff and volunteers.