Services

Planned Giving Services

  • Wills and Bequests,
  • Gift Annuities
  • Charitable Remainder Trusts
  • Pooled Income
  • Trusts
  • Life Estate Contracts
  • Insurance
  • Real Estate
  • Other Appreciated Assets

Investment Sevices

  • Money Market
  • UMF Social Equity Fund
  • UMF Bond Fund A
  • UMF Balanced Fund A
  • UMF Growth/Income Fund A
  • UMF Growth/Income Fund B

Stewardship Services

  • Evaluation
  • Training
  • Education
  • Program Development
  • Budget Development

Management & Capital Services

  • Consultation on Capital Campaigns
  • Feasibility Studies
  • Training for Capital Campaign Workers