Planned Giving
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Online Giving
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Account Statements
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Real Estate For Sale
View the listing of current real estate for sale.

Foundation News

Petree Grant Applications Now Available
Applications are now available for Petree Grants. In the past 11 years the Petree Committee has awarded 169 grants more...
Online Giving
We are now offering secure online giving for you to make contributions from a debit or credit card. more...
One Fund Changing Lives Video
Jerry and Nancy Cotton established the Jennifer Cotton Memorial Endowment Fund in memory of their daughter more...


Investment Summary
As of June 30, 2008

Your Oklahoma United Methodist Foundation is a resource for your church. The Foundation investment program can help ensure that endowments, scholarship funds, designated gifts and other long-term assets are administered appropriately by providing fiduciary oversight and long-term continuity.

The investment program seeks to preserve principal, maintain purchasing power, and provide reliable and sustainable income for the support of ministry. In addition, Foundation education materials and programming are available to assist your volunteer committees in building a strong and vital stewardship program.

To learn more, contact the Foundation office at 800-259-6863.


*A non-diversified blend of 60% stock (S&P 500) and 40% bond (Lehman Agg).
**90 Day T-Bill and Short Term Fund returns are annualized.

Below you can download PDF files of fund performance, asset allocation and asset allocation by manager of our Endowment Investment Fund, Diversified Fund and Fixed Fund. Fund performance is as of June 30, 2008.

Endowment Investment Fund Analysis


Diversified Fund Analysis


Fixed Fund Analysis


 

The Oklahoma United Methodist Foundation
4201 Classen Boulevard
Oklahoma City, OK 73118
Local: 405-525-6863
Toll Free: 1-800-259-6863

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