Building the Church for Generations to Come | United Methodist Foundation of Western North Carolina

Message from Foundation leadership

Affirming our commitment

How the Foundation serves within, and outside of, the United Methodist denomination.

From the Foundation CEO

We’re pleased to share our resounding commitment to be a ministry of the Church, for the Church, throughout western North Carolina and beyond.

and those who serve, lead, and support them.

Churches >

Individuals >

Read how the Foundation served as a beacon for churches, individuals and institutions.

4.5% Conservative Fund

30% Equities 70% Fixed Income [Trailing 10-Year Return, Annualized]

5.91% Balanced Fund

50% Equities 50% Fixed Income [Trailing 10-Year Return, Annualized]

7.84% Diversified Fund

70% Equities 30% Fixed Income [Trailing 10-Year Return, Annualized]

10.34% All Equity Fund

100% Equities - [Trailing 10-Year Return, Annualized]

2.5% Investor Return Rate

1st Quarter 2023 Evaluated Quarterly

4.5% Borrower Loan Rate

1st Quarter 2023 Evaluated Quarterly

1.5% Income Only Fund Return

As of Sept. 30, 2022 Evaluated Monthly

We’re here to help you be the best steward of your God-given resources.