Stewarship

Wespath Joins Call to Dismantle Systemic Racism

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

Stewardship Foundation Fund Up 24% to $44 Million Thanks to Wespath

As of June 9, we are happy to report that because of the good work that Wespath does with their funds, the GNJ Stewardship Foundation has continued to climb and has now regained 24% from the lowest point in March to reach $44 million.

If you would like to discuss investment opportunities for your congregation, we would be happy to provide you with the information and materials you need to make prudent financial choices for your church or related organization.

For more information, contact Jana Purkis-Brash at 732 359 1057 or Email.

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.

Ready to Discuss Investment Opportunities for Your Congregation?

We’d love to start the conversation and provide you with the information and materials you need to make prudent financial choices for your church or related organization. For more information, contact Jana Purkis-Brash at 732 359 1057 or Email Jana Purkis-Brash.

Guidestar Seal of Transparency

The United Methodist Stewardship Foundation of Greater New Jersey has achieved a bronze level Seal of Transparency on Guidestar.

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: