About Us

The Mid-Atlantic United Methodist Foundation (MAUMF) is a 501c(3) Non-Profit formed to serve three conferences of the United Methodist Church: Eastern Pennsylvania, PeninsulaDelaware, and the BaltimoreWashington Conference.

Together, these conferences include 392,000 United Methodists and 1,800 churches.

Since the merging of foundations in 2010, MAUMF has steadily grown assets under management. Today, MAUMF is approaching one hundred million in assets from more than 240 churches within the conferences we serve.

Half of MAUMF’s fees pays its investment managers, and the other half is re-invested in our mission of helping churches thrive. As assets under management grow, MAUMF has offered more classes, more speakers who visit churches to energize stewardship, and more free financial consulting for our conference churches.

MAUMF partners with Fulton Financial Advisors to administer our Genesis Funds. This family of funds developed exclusively for MAUMF and managed by dedicated financial managers, allows for diversification across a broad spectrum of asset classes and categories.

Money is a vital ministry tool. MAUMF helps churches develop a culture of generous giving. We then help make the most of those assets to help each church advance its ministries – within congregations, across communities, and around the world.

 


 

Staff

Daily business operations of the Foundation are administered by the Executive Director of the Foundation, Jack Brooks. The Executive Director is supported by our Associate Director, Frank Robert, and our Operations Manager, Tracy Brown. Rev. Dr. Andy Lunt is the Dean of our Financial Leadership Academy.

Frank C. Robert, Jr. – Associate Director, Stewardship Education 

As Associate Director, Education, Frank also serves on MAUMF’s Stewardship, Investment, and Marketing Committees, and is a Lay Member to the Annual Conference for St. Paul’s UMC Sykesville. Outside of MAUMF, Frank is the former President of the Sykesville Town Council; a Liaison to ESCAPE Ministries; and a Rotarian. He also enjoys coaching many local sports teams. A former Lay Leader of St. Paul’s United Methodist Church (2004-2007), Frank spent 24 years in medical sales after receiving his B.A. and M.ED. from The College of William & Mary, as well as an M.B.A. in Business Administration from Loyola College.

Tracy Brown, Operations Manager

Tracy’s extensive accounting background includes experience in accounts receivable, credit management, and real estate. She graduated from Villanova University with a B.S. in Business Administration, majoring in Finance.

Jack Brooks – Executive Director

Jack possesses over 20 years’ experience as a registered representative and financial advisor. He lends his expertise to many non-profits in the Philadelphia area, serving as a Board or Chair member with Radnor Studio 21, Taste of Radnor Restaurant Show, Ocean City Rowing and Athletic Association, Ocean City Beach Patrol, Philadelphia Wooden Boat Factory, and Wildcat Masters Swim Association. Jack graduated from James Madison University with a B.S. in Hotel and Restaurant Management.

 

Financial Leadership Academy/Education

Our Financial Leadership Academy (FLA) offers clergy an extraordinary opportunity to enhance their skills in stewardship and financial development through a comprehensive, two-year program. Clergy learn best practices from keynote speakers so congregations grow in stewardship and have more resources for mission and ministry. Expert facilitators and peer group mentoring help clergy develop and implement an action plan that is specific to the congregation they serve.

Andy Lunt, Dean

 

Board of Directors

Our Governing Board of Directors is comprised of both Clergy and Laity members of the United Methodist Church with representatives from the Eastern Pennsylvania, Peninsula-Delaware, and Baltimore-Washington Annual Conferences. All Board members are appointed to serve a four-year term with an option to serve two additional four-year terms. Annual Conference Treasurers are considered permanent members of the Board. Permanent committees of the Board include the Executive, Investment, Personnel, Marketing, Stewardship and Audit committees. The Members (i.e., shareholders) of our corporation are each Annual Conference’s Council on Finance and Administration.

Thomas Black

Thomas Black

President of the Board

Thomas Black

President of the Board

Jamie M. Waldren

Jamie M. Waldren

Chair, Investment Committee

Jamie M. Waldren

Chair, Investment Committee

Tammy Bowman

Tammy Bowman

First Vice President, Investments

Tammy Bowman

First Vice President, Investments

William Westbrook

William Westbrook

Secretary/Treasurer

William Westbrook

Secretary/Treasurer

Barbara Rutt

Barbara Rutt

Barbara Rutt

Lola A. Sergeant

Lola A. Sergeant

Lola A. Sergeant

Lawrence Pelham

Lawrence Pelham

Lawrence Pelham

Rev. Dr. Kent E. Kroehler

Rev. Dr. Kent E. Kroehler

Rev. Dr. Kent E. Kroehler

Russ Campbell

Russ Campbell

Russ Campbell

Paul J. Eichelberger

Paul J. Eichelberger

Paul J. Eichelberger

Mr. Clarence White

Mr. Clarence White

Mr. Clarence White

George Monk, Jr.

George Monk, Jr.

George Monk, Jr.

Additional Board of Director Members

Dr. Rev. Karin Walker
Fallston UMC, Fallston, MD
Karin serves on MAUMF’s Stewardship Committee. A Certified Coach with ICF, she received her BS from UMBC and her MDIV and DMIN from Wesley Seminary.

Kristin Schol
Kristin is a recent addition to MAUMF and looks forward to bringing her diverse experience to the Board.

 


 

Financial Advisors

MAUMF has selected Fulton Financial Advisors, a $5.1 billion firm offering a broad array of financial products and trust and retirement services, for its recordkeeping and financial services. With over 100 years of combined investment management experience throughout our market areas, Fulton provides the highest quality services available today. Based in Lancaster, PA, Fulton operates through affiliates of Fulton Financial Corporation and maintains regional offices in Pennsylvania, Maryland, Delaware, New Jersey, and Virginia.

In addition to Fulton, MAUMF has selected a number of additional investment advisors to support the diversification of and maximize the returns of its investments. Click on any of the following sub-advisors to view its company profile and the fund it manages:

Renaissance Investment Management | Capstone Asset Management Company | Boston Partners
ClearBridge Investments | Federated Securities | GW&K
SouthernSun Asset Management

 


 

Counsel

 

Robert B. Shoemaker, Jr., Esquire
Robert, who specializes in Estates and Trusts, Non-Profit, and Family Business Law, serves as MAUMF’s attorney and fiduciary con. In practice since 1974, he received his B.A. from Bucknell University and his J.D. from Villanova University, where he is an active member of the Moot Court Board.

Crescendo Interactive
MAUMF has selected Crescendo Interactive, a company founded in 1984 and based in Camarillo, CA, to provide its planned giving and major gift services. Visit MAUMF’s giving and gift website here.

the Cyphers agency
MAUMF has partnered with the Cyphers agency, an integrated marketing firm founded in 1989 and headquartered in Annapolis, MD, to promote its products and services.