Now Maybe a Good Time to Encourage Planned Gifts (updated 11/17)

Legacy is on the minds of many during these challenging times–what legacy they want to leave for family, alma mater, community and church. At the beginning of 2021 consider a Legacy Planning (Estate Planning) Seminar. A free one is available from The Stewardship Foundation of GNJ.

Participants will learn the basics of establishing a will or a trust, selecting key financial and healthcare decision makers and planning for a funeral. Legacy planning is important for anyone wanting to reduce the burden loved ones face when the unexpected happens. Everyone should have a will, but they are especially important for those with children or those who want to control the distribution of their property.

When we are good stewards of our legacy, there are many lasting benefits. Your legacy can benefit your children and heirs, help those in need, inspire generosity in others, strengthen the inner character of the donor, the donor’s family, and give glory to God.

10 Ideas for Your Annual Campaign

Wondering how to approach a stewardship campaign in the era of COVID-19? Ken Sloane of the Lewis Center for Church Leadership offers ideas that affirm the importance of the church’s ongoing mission while being sensitive to economic loss, attentive to people’s experiences and stories and grateful for all gifts. Check out

See recent Op-Ed from Wespath's CIO (updated 10/12/20)

Dave Zellner, Wespath’s Chief Investment Officer,  shares thoughts in this Op-Ed, which appeared recently in Pensions & Investments.  Zellner delivers a call to action regarding how investors must act collectively to address systematic issues—such as COVID-19, climate change and social justice—in order to improve market outcomes for all.

Wespath Joins Call to Dismantle Systemic Racism

To read the statement from Racial Justice Investing, which Wespath has signed, click here.

When you invest in The Stewardship Foundation, you invest In companies with Wesleyan values

At Wespath Institutional Investments, we seek to invest in a manner that strengthens our local and global communities while providing enhanced investment returns. We call this “impact investing.”

Wespath’s longest running impact investment program— the Positive Social Purpose (PSP) Lending Program—has been operating since 1990 and works to promote affordable housing and community development for disadvantaged areas in the U.S. and microfinance opportunities abroad, all while seeking market-rate, risk-adjusted returns.

The program accomplishes this by partnering with qualified lending partners and investing in loans that support low- and moderate-income individuals, families and communities.

We are pleased to highlight that, since its launch, our program has achieved the following:

  • The PSP Lending Program has proven that positive impact can be achieved while fulfilling our fiduciary duty.

Wespath’s investment approach is grounded on a core set of 10 Investment Beliefs

The United Methodist Stewardship Foundation of Greater New Jersey (UMSF)

The UMSF serves the financial stewardship and investment needs of Greater New Jersey, its local churches and its agencies. We partner with local churches and agencies in GNJ to invest, grow, manage and utilize funds so that they can multiply their ministry to make disciples of Jesus Christ for the transformation of the world.

We work with churches to develop endowments, manage reserve funds and encourage planned giving. Our investment policy follows the socially responsible investing practices of the United Methodist Church. The investment management is handled by Wespath Investment Management in accordance with United Methodist principals. Currently, we have over $41 million in assets under management. Services include stewardship education and planned giving counsel.

UMSF Resources

For more information contact: