Resources
Explore our resources below. For planned giving support, please visit our site dedicated to tools and education on this key area of giving. Please contact us if you don’t find what you need – we are here to help your church thrive!
Investment Reports
Investment Forms – You can download, save, and fill out the following common investment forms on your computer or print them out and fill out by hand:
- MAUMF Investment Management Agreement
- Risk Profile & Assessment
- Statement Recipients
- Investment Strategy Selection
- MAUMF Online Access Set-Up
To submit a form, please email or mail them to:
Tracy Brown, tracybrown@midatlanticfoundation.org
Mid-Atlantic United Methodist Foundation, P.O. Box 820, Valley Forge, PA 19482-0820; Telephone: 484-762-8211