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 Conferences.

Together, these conferences include 392,000 United Methodists and 1,500 churches.

Since the merging of foundations in 2010, MAUMF has steadily grown assets under management. Today, MAUMF is approaching one hundred million in assets invested on behalf of the 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 a family of funds developed exclusively for MAUMF. This allows our financial managers to diversify 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.

Jack Brooks

Jack Brooks

Executive Director

Jack possesses over 20 years’ experience as a registered representative and financial advisor. He lends his

Jack Brooks

Executive Director

Rob Morgan

Rob Morgan

Chief Investment Officer

Rob is the Chief Investment Officer for the Mid-Atlantic United Methodist Foundation. He appears periodically

Rob Morgan

Chief Investment Officer

Frank C. Robert, Jr.

Frank C. Robert, Jr.

Associate Director

As Associate Director, Education, Frank also serves on MAUMF’s Stewardship, Investment, and Marketing Commit

Frank C. Robert, Jr.

Associate Director

Tracy Brown

Tracy Brown

Operations Manager

Tracy’s extensive accounting background includes experience in accounts receivable, credit management, and r

Tracy Brown

Operations Manager

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

Hockessin UMC, Hockessin, DE Retired in 1999 as Treasurer of ICI Americas with responsibility for cash mana

Thomas Black

President of the Board

Jamie M. Waldren

Jamie M. Waldren

Chair, Investment Committee

St. Louis UMC, Clarksville, MD Jamie serves as Chair of MAUMF’s Investment Committee and is Managing Dire

Jamie M. Waldren

Chair, Investment Committee

Tammy Bowman

Tammy Bowman

First Vice President, Investments

Cedarville UMC, North Coventry Tammy serves as First Vice President, Investments. She also serves on MAUMF

Tammy Bowman

First Vice President, Investments

William Westbrook

William Westbrook

Secretary/Treasurer

Kingswood UMC, Newark DE William has served as the Conference Treasurer in the Peninsula-Delaware Conferenc

William Westbrook

Secretary/Treasurer

Barbara Rutt

Barbara Rutt

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

Barbara Rutt

Lola A. Sergeant

Lola A. Sergeant

Tindley Temple UMC, Philadelphia, PA Lola brings over 18 years of experience in strategic business planning

Lola A. Sergeant

Lawrence Pelham

Lawrence Pelham

Simpson UMC Employed at E.I. du Pont de Nemours & Co. for the last 21 years, Lawrence brings broad expe

Lawrence Pelham

Rev. Dr. Kent E. Kroehler

Rev. Dr. Kent E. Kroehler

First UMC, Lancaster PA Kent serves on MAUMF’s Stewardship Committee. Now retired, he served as a pastor

Rev. Dr. Kent E. Kroehler

Russ Campbell

Russ Campbell

Hopewell United Methodist Church A Certified Financial Planner (CFP) and Certified Investment Management An

Russ Campbell

Paul J. Eichelberger

Paul J. Eichelberger

Mount Carmel United Methodist Church, Frederick, MD The CFO/Treasurer of the Baltimore-Washington Conferenc

Paul J. Eichelberger

Mr. Clarence White

Mr. Clarence White

Ames United Methodist Church in Bel Air, MD Clarence serves on MAUMF’s Stewardship Committee. A retired o

Mr. Clarence White

George Monk, Jr.

George Monk, Jr.

George serves on MAUMF’s Stewardship Committee. Employed as the Financial Secretary of Chevy Chase United Me

George Monk, Jr.

Marsha Johnson

Marsha Johnson

Board Member

Marsha Johnson

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.


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.