Investment Documents

The Foundation’s Investment Policy Statement guides our Investment Program, giving direction to the Investment Committee of our Board of Directors.  The Investment Committee meets quarterly with our Investment Consultant, Envestnet | PMC.

The following documents are for use by clients of the Foundation:

Investment Management Agreement

Withdrawal Form for Investors

Funds Reallocation Form for Investors

Updated Signatory Sheet for Investors

Detailed information about the Foundation Investment Program is available on request. Contact Us to learn more or to schedule a time to meet with you.

If you would like to donate appreciated assets (stocks, bonds, mutual funds) to your local church, to the UMF, or other charitable entity, please contact Carolyn Cook at the Foundation office: ccook@umcnic.org or 312-346-9766 x704.


 

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