m u m foundation 2007 review...contact the foundation at 1-800-332-8238 for simple instructions. in...

Like living stones be yourselves built into a spiritual house… 1 Peter 2:5

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Missouri united Methodist FoundationPo Box 1076Columbia, Mo 65205-1076

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Missouri united Methodist

Foundation2007 Review

40 Years of Service n 1967-2007

President

In the words of John Wesley...

Lively stones…The inspiration for this year’s cover design is the verse from I Peter “…like living stones be yourselves built into a spiritual house….” The imagery of the builder’s art speaks of diverse and unique individuals drawn together in community, cemented in shared purpose with the cornerstone of the living Christ, and lifting up a house encompassing the community of faith across space and time.

This is a big vision for the work of the Church in the world, and in every age faithful Christians have applied practical resources in service to this vision. This 2007 Annual Review celebrates those “lively stones” whose generosity and passion for ministry continue to extend the reach of Christ’s message and in so doing enlarge the spiritual house today and for future generations.

As your Missouri United Methodist Foundation completes its fortieth year in ministry its total assets under administration exceed $63 million in value. It is helping over 220 United Methodist churches and related agencies to ‘multiply the talents’ for ministry. It sponsors workshops and seminars to invigorate

the practice of financial discipleship, and it assists individuals in establishing gift annuities, charitable trusts and endowments benefiting the work of the Church and the cause of Christ.

This financial foundation is simply one more tool in the hands of the Master Builder, and we join in humble thanks for God’s abundant blessings.

Yours in service,

Executive Director

�40 Years of Service n �967-2007

At Your Service…ThE ExPEriEncE anD ExPErTisE of Foundation staff in association with some of the best practitioners in the field of church fundraising are at your service:

Estate Planning and Planned Giving Workshops A great way to inform your congregation about important and timely life-planning issues and ways to charitably remember the ministries of your church. (Presenters: Linda Mary Neal, Esq., and David P. Atkins, JD)

resourcing Ministry Equip your leadership team with the knowledge, insight and analysis of one of the most successful ministry leaders in our state. Dr. Dorsey Levell shares his wit and wisdom from over 30 years of practicing “the gentle art of teaching the joy of giving.”

To learn more, contact the Foundation office at 800-332-8238 or

www.mumf.org

Board ofDirectors

John Lewis, PresidentSpringfield

Daniel J. Mattison, Vice PresidentSaint Louis

Tommy W. Taylor, TreasurerKansas City

Mai Gray, SecretaryKansas City

Lisa D. McLaughlin, Assistant Secretary

Saint Louis

Thomas hilton, Investment ChairBallwin

Merle T. Welshans, Director Emeritus

Saint Louis

Jerrol L. Boehmer, Chillicothe

David Lewis, Saint Joseph

harry G. sharp iii, Sikeston

Donald c. Thompson, Leawood, KS

nancye K. Dunlap, St. Louis

Dale Vanhuss, Moberly

Jack Magruder, Kirksville

John c. Korschot, Kansas City

richard J. Luze, Saint Louis

James Preisig, Lee’s Summit

Kent Friedman, Saint Louis

Julie r. salmon, Kansas City

Ex Officiorobert c. schnase,

Resident BishopColumbia

reuben L. Wilbur, Conference Treasurer

Columbia

� Missouri United Methodist Foundation 2007 Annual Review

Investment CommIttee

Tom hilton, chairJohn Korschotrobert courtney, ad hoc memberPam Moench, ad hoc member

December 31, 2006 December 31, 2007 (audited) (Unaudited)

Unrestricted net assets 10,920,725 11,538,329

Temporarily restricted net assets 3,593,001 3,697,503

Permanently restricted net assets 3,814,068 4,104,367

agency investment accounts 33,732,284 38,714,704

charitable Gift annuities 2,253,802 2,653,501

charitable remainder Trusts 3,051,132 3,249,475 TOTaL 57,365,012 63,957,879

Complete audited financial statements available on request

AggressIve fund

TOTaL assETs: $35,353,802

historical returns (%)*

Year to Date: 8.6

Last 12 Months: 8.6

Last 3 Years: 11.2

Last 5 Years: 15.7

Last 10 Years: 9.5

since inception: 11.5(06/94)

BAlAnCedfund



Year to Date: 8.4

Last 12 Months: 8.4

Last 3 Years: 8.8

Last 5 Years: 12.1

Last 10 Years: 8.5


ConservAtIvefund



Year to Date: 6.7

Last 12 Months: 6.7

Last 3 Years: 5.4

Last 5 Years: 8.4

Last 10 Years: 6.2


Do all the good you can ...

The historic annualized returns for each of the Funds as of December 31, 2007.

norm Porch, ad hoc memberMerle Welshans, ad hoc memberDavid atkins, ex-officio

totAl Assets under mAnAgement

Tom hilton


INVESTMENT PERFORMANCEAveraged Annualized Returns (Net of all fees)

10 years ending 12-31-2007

M • $63,957,879: Total assets under management

• $6.5 million: New dollars contributed and invested

• $4.2 million: Dollars withdrawn by churches and agencies for use in ministry

• $710,892: Stock gifts processed for individual churches and agencies

• $379,392: Value of the 10 new Charitable Gift Annuities created benefitingthe United Methodist churches and institutions designated by the donors.

• $5.9 million: Total value of all gift annuities and charitable remainder trustsunder administration

• $4.9 million: New dollars for ministry added by Foundation investment returns

• $604,641: Total endowment, ministry grant and scholarship distributions

• 0.77%: Foundation operating expense as a percent of asset value


InvestIng ChurCh fundsYour church, agencY or institution, regardless of size, maY open an investment account at the foundation. Simply complete an Investment Account Agreement and submit it with a check for the initial deposit. Once the account is established, the Foundation will:• Ensure a diversified long-term investment

program for all assets, including monthly professional monitoring and assessment;

• Provide quarterly statements of account activity, including contributions, investment performance and grants;

• Assure that all distributions and withdrawals are in keeping with your instructions; and

• Conduct an annual audit by an independent accounting firm.

A dynAmICengIneOn average, a deposit of $100,000 in the Foundation in 1990 is today worth over $279,000 AND has paid out over $140,000.

By all the means you can,


stoCk And mutuAl fund gIftsAn excellent way to benefit the United Methodist charity of your choice is to give appreciated marketable securities. The Missouri United Methodist Foundation is

pleased to assist individuals in donating securities to any United Methodist church, organization or affiliated institution.

Total stock transfers processed in 2007

$710,892contact the Foundation at 1-800-332-8238 for simple instructions.

In 2007, we honored a friend and colleague of granite constitution and a spirit-filled heart for ministry – Norm Porch. Norm joined the Foundation Board of Directors in 1998.

During Norm’s nine years of service, he served as a member of the Investment Management Committee. In addition, from 2001 to 2004 he served as Treasurer and from 2004 to 2007 he served as the Chair of the Investment Management Committee. During his tenure, Foundation assets under administration more than doubled and average annualized investment returns

on Foundation funds met or exceeded expectations.

Though never at a loss for words, Norm always leads by example. As co-leader of an East conference fund raising effort, Norm personally created several funds at the Foundation that will bear fruit in support of ministries far into the future. He was also instrumental in helping his beloved local church, Bellefontaine United Methodist Church establish long-term investment funds at the Foundation.

And, while Norm has served tirelessly

as a lay leader at Bellefontaine UMC and on boards and committees at the district and conference levels, perhaps his greatest achievements in long-term investing are the outstanding children he and his wife Nellie have raised – who are, in turn, raising outstanding grandchildren. Thank you Norm for your service.

Many Thanks to an Honored Friend

John Lewis, norm Porch, David atkins


In all the ways you can,

Charitable Gift Annuities 2007chariTaBLE GiFT annUiTiEs provide income for the life of the annuitants and the remainder of the charitable gift benefits a United Methodist charity designated by the donor. Listed are active gift annuities established at the Foundation with their beneficiary(ies) in bold.

avondale UMcMargery Kuhler (5)

campbell UMc-springfieldFrances M Lampecentral Methodist UniversityRuth A BennerDwight R & Dorothy I BinghamRaymond & Catherine CarnesDonald A & Martha D Davis (2)Robert L & Velma F FeltMelvin & Elizabeth Vahle

christ UMcJames & Juanita Knight

church of the shepherd UMcAnonymous

cornerstone UMc-O’FallonFrank & Melba Davis

country club UMc-Kansas cityLunsford E & Martha G CoxEdward C & Mary Ellen OlssonJeanette Ragan

Della LambAnonymous

Donor’s Local churchAnonymous Ruth A BennerMaxine Zeckser

Epworth Family servicesJack & Mary Lou Adams Bernice ChastainMarjorie E CohoonEvelyn DonnellElizabeth M FoxCarl & Shirley GarrettEvelyn I HutsonGuy & Joan JohnsonBetty A MelbyMildred Pentico (2) Evelyn TerrallElizabeth Vahle

Ferguson UMcAnonymous

FoundationAnonymous Robert L & Velma F FeltLloyd E & Adena L McKemeyAllie Meyer (2) J L & Lois Mondy

Gambrill GardensMary Lou AdamsTed G Matkin Valeria Murray (2) Althea M ProcterRosena Stewart

hannibal First UMcAnonymous (2)

heavenly Treasures Preschool-sikeston First UMcSara M Bennett

King’s Way UMcAnonymousWilliam & Joyce ClarkRita A Cook

740 Years of Service n �967-2007

Charitable Gift Annuities 2007

Continued on page 8

One Lifeage rate

65 6.0%67 6.269 6.471 6.673 6.875 7.177 7.479 7.881 8.383 8.885 9.587 10.289 11.090+ 11.3

Two LivesYounger Older age age rate

65 66-70 5.7%67 68-71 5.869 77-80 6.171 77-79 6.273 76-78 6.375 76-77 6.477 81-82 6.879 83-84 7.181 85 7.483 85 7.685 87 8.187 89 8.689 90 9.191 92 9.894 95+ 11.0

It is a charitable Gift annuity and it combines a current tax-deductible gift with fixed payments to you for life. The payment amount is determined by your age at the time you create your gift annuity. A portion of the payments are tax-free and, when the annuity ends, you have the satisfaction of knowing your gift will support the United Methodist ministry(ies) you have designated. You can make a significant gift to your favorite United Methodist church or charity—and receive a fixed income for life. Your Missouri United Methodist Foundation makes it easy. Here is a sampling of current rates for both one-life and two-life gift annuities:

A gIft thAt PAys you InCome

King’s Way UMc Mission EndowmentRudi Auner

Kingdom houseJack & Mary Lou AdamsGlenna Mae McClain

KingswoodFern M Gunther Cordelia Thomson

Kingswood WesleyEndowmentAnonymous

Kirkwood UMcEvelyn TerrallDeane & Fancine Thompson

Lincoln UMcJuanita M Hovendick

Manchester UMcAnonymous (2)Allie GarrisonRichard Vreeland

MO area Office of camping & retreat Ministries- Blue Mountain Melvin & Elizabeth Vahle


In all the places you can,

MO conferencecongregational DevelopmentVirginia Ruth BronsonRobert & Lois Windsor (2)

Mt. Zion UMcTed Matkin (4)

newhouseDortha Mae Olsen

north Kansas city First UMcMarion GentryMary Lou GentryMarjorie Hendren (2)Ione McIntyre

Ohio street UMcAnonymous

Oregon UMcLoren & Elizabeth Waller

Ozarks Methodist ManorAnonymous Dwight R & Dorothy I BinghamCecil & Naomi FergusonArthur & Betty FrederickEdward & Henrietta Neimeyer (2)Marie Neimeyer PryorPathways UMc- springfieldAnonymousPoplar Bluff UMcJerry & Ernestine ArnoldPotosi UMcRose Mary ElliottGlenna Mae McClainrestartAnonymousrichmond UMcAnonymous

rolla First UMcGerald Huddleson (3)

saint Paul school of TheologyAnonymousDwight & Dorothy BinghamMike & Karen FarrellSally Firestone (3)Gary HarmsAllie Belle LoomisRobert Nixon (3)Ruth NothdurftW Clark & Lenore Randall (2)Isabelle SauerJW & Margaret SonnendayMelvin & Elizabeth VahleRobert & Glenna WiedenheftWalter & Norma WilkeningMelvin & Mona WingerIrma Winslow

Charitable Gift Annuities continued

940 Years of Service n �967-2007

Charitable Gift Annuities continued

A Gift to Benefit Her Church Home

In her youth, Marjorie Hendren’s family was associated with the Baptist, Presbyterian, and Evangelical churches. But it is First United Methodist of North Kansas City that has been her church home for over thirty years. Parents of her children’s school chums attended FUMC so she gave it a try. The Harmony and Keystone adult Sunday School classes have played a very special role in Marjorie’s life during this long and happy association.

Marjorie had already earmarked a CD to benefit the church. But when she learned that a CGA provides a higher payout, a current tax deduction, and tax-exempt income, she separated the CD into sequential CGA’s – one last year, one this year, and one scheduled for next year.

Marjorie (far right) and other members of First UMc present

ideas at a planning retreat

scarritt-Bennett centerDwight R & Dorothy I Bingham

spoffordClifford & Mary Beth SegerMaxine Zeckser

st Johns UMc-Kansas cityElizabeth R Henning (2)

st Luke’s UMc-Kansas cityCrabtree Endowment Fund- M Eileen Crabtree

stoutland UMcJames & Juanita Knight

UMcOrAnonymous (3)Gerald Huddleson (2)Joe & Janet Laws

Open hearts UMc-Wright cityAnonymousJoe & Janet Laws

University UMcBetty A MelbyAllan & Phyllis Vierheller

Windsor UMcLela Baskins

Windsor United Methodist WomenLela Baskins

10 Missouri United Methodist Foundation 2007 Annual Review

At all the times you can,

The following Funds provide income to a church, agency or ministry designated by the donor. Beneficiary receiving income is in bold.

auxvasse Municipal cemeteryAuxvasse UMC Perpetual Cemetery Care Fund

Belgrade UMcBelgrade UMC Scholarship Fund

Bolivar UMcDunnegan Memorial Permanent Trust

Brock UMc cemeteryLawrence Family Memorial Trust

centenary UMc-Bonne TerreEllen O Kottwitz Memorial Scholarship Fund

centenary UMc-cape GirardeauHVAC Fund

central Methodist UniversityHal & Dorian Taylor Memorial Scholarship TrustRev David W Richardson Memorial Endowment FundHenry F & Roberta H Niemann Memorial FundThe Unity Award Endowment Fund

centralia UMcEllen O Kottwitz Memorial Scholarship Fund

church MusiciansJeanne Russell Williams Memorial Endowment Fund

clergy and Laity EducationBishop Robert & Thelma Goodrich Memorial TrustNancy McMullin Permanent Endowment Fund Ordinands Education & Spiritual Growth Fund

clergy supportAnonymous Memorial TrustRev Theodore H & Matilda Wolff Memorial Trust FundRev Keith & Barbara Maxwell Memorial TrustClergy & Clergy Family Emergency Endowment FundGladys Hovis Retiree Housing Fund

coldwater United Methodist cemeteryAlbert M & Flora Fulton Coldwater Cemetery TrustThompson R Fulton & Rose Fulton Cramer Memorial TrustAlbert & Angeline Costner/ J Frederick Fulton & Minnie Costner Fulton Memorial Perpetual Fund

community UMc-columbiaEdna M Burch Memorial FundJohn & Miriam McClure Memorial Trust

community UMc UMW-columbiaMiriam McClure Memorial Scholarship

country club UMc-Kansas cityDr & Mrs J H Hewlett Memorial Endowment Fund Tom & Phyllis Wheatley Memorial Endowment Fundcuba UMc Apportionment Endowment FundScholarship Endowment FundEpworth Family servicesRev David W Richardson Memorial Endowment FundCyril & Bethel Dow Endowment Trust IIHenry F & Roberta H Niemann Memorial FundJames & Elizabeth Hertzler Permanent Endowment FundFairfax UMcPauline Arnold Scholarship FundFerguson UMcAnderson/Klosterman Charitable Memorial TrustFoundation collegescholarshipsJudge Leah B McCartney Scholarship FundClint & Marge Hawkins Memorial Christian Education TrustBetty Admussen Native American Scholarship FundFoundation Ministry GrantsCeleste S Menees Endowment Fund Alexander & Gilbreath Endowment FundMerrydelle G May Perpetual Memorial FundGerald E Yardley Memorial Endowment Fund

Designated Funds 2007

��40 Years of Service n �967-2007

Foundation new church Development GrantsRev Charles & Bernice Miller New Church Dev Trust

Foundation seminary scholarshipsOscar Cole Seminary Scholarship TrustBert Bolin Seminary Scholarship TrustOtto & Carolyn Steinhaus Seminary Scholarship FundOgle O Menees Permanent TrustRay & Norma Miller Seminary Scholarship FundSelma Borgeson Seminary Scholarship FundWilbur & Mildred Miller Seminary Scholarship Fund

Foundation Unrestricted FundAnonymous Memorial Trust Alexander & Gilbreath Endowment FundAnderson/Klosterman Charitable Memorial TrustWilliam E Baker Permanent Trust Fund Charles Cecil & Joy Dean Bush Memorial Fund Directors Permanent Endowment FundHelen Gibbs Memorial Fund Ethel K Hayward Memorial Endowment FundMerrydelle G May Perpetual Memorial FundC Ben & Dymple Medlen Memorial Fund

Calvin & Mary Moore Memorial Trust E A Morgan Family EndowmentPaul L & Helen Shuck Ross Memorial TrustRev Theodore H Wolff Administrative Memorial Trust Gerald E Yardley Memorial Endowment FundGateway central/regional Districts Effie June Poole Memorial TrustGreen city UMcRev Orville & Tessie Shriver Memorial Fund

hannibal First UMcMcCowan, Young & Northcutt Memorial FundArthur & Pansy Young Permanent Trust

instituto Uniao de Uruguaiana da igreja MetodistaWilliams Family Permanent Trust

Kimberling city UMcRobert & Nina M Campbell Memorial Endowment

Kingswood ManorPearle Davis Memorial Fund

Continued on page 12

1� Missouri United Methodist Foundation 2007 Annual Review

To all the people you can,

Knox city UMcCharles C & Mary A Croy Endowment Trust

LaPlata UMcVera Gillet Permanent TrustPaul L Ross Permanent Trust

Leslie UMcMatilda S Wolff Capital Maintenance Fund

Linn Memorial UMc-FayetteElizabeth Epple Endowment Fund

Linneus UMcJim & Edna M Burch Memorial Fund

Luray UMc George Boley Memorial Fund

Manchester UMcZack F & Kathryn L Bettis Endowment

Marquand UMcMabel E Dees Endowment Fund

Mccurdy school of northern new MexicoThe Marian L Firestone Scholarship Fund

Methodist church of southern africaBridges of Hope Scholarship Fund

Mexico First UMcJohn & Shirley McClure Youth Ministry Memorial Fund Midway Locust Grove UMcNola D Robinson Memorial Fund

Missions for children'shospitals Dorothy Schellhase Permanent Endowment

Missouri UMc-columbiaJ W (Jim) Burch Memorial Fund Elizabeth K Epple MUMC Fund

MO area campsRev David W Richardson Memorial Endowment FundClint & Marge Hawkins Memorial Christian Education Trust

MO commission on higher Education Mary Alice Reinhardt Memorial Scholarship Fund

MO conference congregational DevelopmentMary Margaret Cairns Charitable Memorial FundAdrian & Margaret Harmon Ministry Endowment Trust

MO conference Fund for area DevelopmentAnonymous Perpetual Fund

MO conference campsGunn City UMC Endowment Fund

MO conference Global connections TeamAlbert & Angeline Costner/ J Frederick Fulton & Minnie Costner Fulton Memorial Perpetual Fund

MO conference Ordained Ministry TeamHubert Bicknell Walker Fund for Ordained Ministry

MO conference Board of PensionsConference Claimants Fund Theodore H & Matilda Wolff Memorial Trust

nelson Memorial UMc -BoonvilleNelson Memorial UMC Van Fund

nelson Memorial UMc - East PrairieLela Hill Scott & Arpa Hill Lewis Memorial Fund

normandy UMcLeander E & Nellie R Rossel Perpetual Fund

Ohio street UMc Family Life Center Fund

Old appleton cemeteryZion UMC of Old Appleton Cemetery Endowment Fund

Ozark Methodist ManorOgle O Menees Permanent Trust

Ozark UMcMildred L & James T Workman Charitable Trust

Pleasant Grove UMc-hattonCyril & Bethel Dow Endowment Trust II

ravenwood UMcAdwell Good Samaritan Fund

Designated Funds continued


rocheport UMcEdna M Burch Memorial Fund

scruggs Memorial-st. LouisMiriam Wohlberg Charitable Memorial Trust

sedalia First UMcN B Williams Perpetual Memorial Endowment Fund

sedalia Wesley UMc UMWHenry F & Roberta H Niemann Memorial Fund

seminary scholarships West conferenceStella Kahrs Scholarship Endowment Fund

shiloh UMc - ForistellJack & Evelyn Goode Educational Fund

sikeston First UMcGarwood & Ruth Felker Sharp Scholarship FundGarwood & Ruth Felker Sharp Community Outreach Fund

sikeston First UMc- heavenly Treasures PreschoolAnonymous Permanent Trust

smith chapel-sikestonRuth Felker Sharp Scholarship Fund

st. Paul UMcMargaret Curtis Permanent Endowment Trust


A Gift to Ministry Education Ever since she answered the call of a Baptist minister at age 9, Nadine Ingels has known that God is at work in her life. Nadine trusts God and she has a special passion to see that children develop a strong faith and recognize the ways God works in their lives.

Nadine married Boone Ingels, Jr. and in 1967 they became members of Pleasant Hill United Methodist Church. Together, they owned a farm known as Ingelside, a Century Farm in Pleasant Hill. But after Boone died in 2004, Nadine decided to sell the family farm, trusting God to bring her "the correct buyer." She rejected several offers before selling the farm to The United Methodist Church of the Resurrection of Leawood, Kansas, for use as a church retreat.

In 2007, Nadine established the Boone and Nadine Ingels Memorial Scholarship

Fund to provide scholarships for seminary students at St. Paul School of Theology in Kansas City. Funds will be available to any student from Missouri with first preference to those from Cass County.

Nadine’s effort to help seminary students is based on a belief in life-long faith. “A minister can help children find God and develop a solid faith which will sustain them throughout their life, as God has sustained my life."


As long as ever you can.

endowment for dIsCIPleshIP• Frieda Betts Perpetual Fund• camp Jo-Ota Donor restricted Trust

• Orville & Jackie hicks Fund• Lincoln & Margaret Malven Fund• ralph & Martha Maxton Fund to honor neil stein

• st charles First UMc Paul & Daleva Metcalf Memorial Fund

• Bethany Mueller Fund

• charles Mueller Fund

• Jacob Mueller Fund

• Paul Mueller Fund• anna Porch Fund• Daniel Porch Fund• Danielle Porch Fund• Elijah Porch Fund• Elizabeth Porch Fund • isaac Porch Fund• Joshua Porch Fund• Kristin Porch Fund• Lauren Porch Fund• Maria Porch Fund• norman Porch reserve Fund• sarah Porch Fund

• Marguerite Tapy Permanent Fund

• st charles First UMc Frank & ruth Tucker Memorial Fund

• Earl & Elinor Wipfler Permanent Fund

• Earl & Elinor Wipfler Permanent Trust ii

• revs robert G & Margie M Woods Permanent Fund

• Gordonville Zion UMc Fund

• cape Girardeau south clergy Fund

st. Paul school of TheologyThe Boone & Nadine T Ingels Memorial Scholarship Fund

st Peter UMc-Blue springsRachel House Hudson Camp Fund

Tipton UMcThe William H & Jo Ann Dinwiddie Education Fund

Trinity UMc-Piedmont Albert & Angeline Costner Memorial TrustJ Frederick & Minnie Costner Fulton Memorial TrustAlbert M Fulton Memorial Trust (2)

Thompson R & Laverne W Fulton Perpetual TrustEd & Joann Seitz Memorial Scholarship Fund

UMcOrAxthelm Family UMCOR FundBlanche Hubbard UMCOR Endowment Trust

University UMc UMW -st. LouisAnonymous Permanent TrustJames & Elizabeth Hertzler Permanent Endowment Fund

Warsaw UMcGordon H Drake Charitable Memorial Trust

Webster hills UMcFormer Trustees Memorial Fund

Wesley UMc-JacksonMr & Mrs Carl Trickey Permanent Endowment Trust

Wilderness camp and retreat centerJanice Beadleston Permanent Endowment

Woodlandville UMcAnonymous Education Fund

Zion UMc-st. LouisChris W & Shirley J Fotenos Charitable Fund

Designated Funds continued


Charitable Remainder Trusts 2007 (Unitrusts & Annuity Trusts)

BenefIt your ChurCh A Charitable Remainder Trust (CRT) provides income to a designated person(s) for life or for a specific term of years. The remainder value of the trust benefits the church or charity(ies) designated by the donor. For maximum tax advantage, the CRT is usually funded with highly appreciated property that has a value over $50,000. The Foundation maintains a separate investment fund for the administration of CRTs and provides all annual tax reporting information. • Consider funding a CRT

with highly appreciated real estate – gain a tax deduction and a new income stream.

• Consider making a testamentary gift of a portion of your IRA or other qualified plan into a CRT and name a loved one to receive the income.

• The 10/10 Plan: Create a CRT that pays 10% income for 10 years. The income equals the initial gift value and your favorite charity receives the remainder.

To learn more or to request a customized illustration, please call

800-332-8238.

Charitable Remainder Trusts provide fixed payments and tax savings to the donor. The Foundation serves as trustee and distributes the remainder in support of the designated ministry listed in bold.

central Methodist UniversityWayne B & Nancee J Byington Edie A Criner Robert H & Rebecca C Rogers Donald A Davis, Sr & Martha D Davis

clever UMcJoe & Clejo King Laura Little Endowment for DiscipleshipEarl J Wipfler Sr

Epworth Family servicesMarleah Strominger

FoundationEugene & Sydney Atkins Bates-Lohman Audrey B Lytle Rev M Leo Shumaker JC & Althea Smithers

Multiple BeneficiariesStanley & Eve Spencer salem-in-Ladue UMcHans Fischer

st Johns UMc-Kansas city Alwin H Rector Zion UMc-st Louis JC & Althea Smithers


An ounce of love is worth a pound of knowledge.

aldrich United Methodist church - $2,997 to help purchase a multi-media projection system to enhance worship service

all Faith United Methodist church - $5,000 to help purchase audio/visual equipment for the church sanctuary

atlanta United Methodist church - $5,000 to help purchase audio/visual equipment to enhance worship activities

Battlefield United Methodist church - $1,600 to help purchase a media projector and laptop computer for use during worship services

Bellfontaine United Methodist church - $5,000 to help purchase and install an updated audio/visual system

Benton United Methodist church - $5,000 to help purchase audio/visual equipment to enhance worship activities

Beloved community United Methodist church - $5,000 to help purchase a multi-media projection system to enhance worship services

Broadway United Methodist church - $5,000 to help upgrade the sanctuary sound system

Buffalo United Methodist church - $5,000 challenge grant to help purchase audio/visual equipment for the church sanctuary and other rooms in the building

camdenton United Methodist church - $5,000 to help purchase audio/visual equipment to enhance worship activities

centenary United Methodist church - $4,950.74 to help purchase audio/visual equipment to enhance worship activities

centenary United Methodist church – centenary carEs - $2,500 to help purchase beds and mattresses for sleeping rooms designated for visiting mission teams

central Methodist University - $10,000 to furnish a study annex for the Missouri United Methodist Archives

community United Methodist church - $4,000 to help purchase audio/visual equipment for use by the youth ministry programs

country club United Methodist church - $2,000 to help upgrade the children’s Sunday School facilities

Epworth United Methodist church of sedalia - $5,000 to help purchase a multi-media projection system to enhance worship services

2007 Ministry Grants

$317,428

2007 Ministry Grants


Fairmount United Methodist church - $2,500 to help purchase a computer, monitor, printer, and software for church use

First United Methodist church of Blue springs - $2,000 to help purchase a warming oven

First United Methodist church of Washington - $2,000 to help purchase entertainment equipment and other furnishings for a youth center

Forsyth United Methodist church - $4,000 matching grant to help purchase supplies for expanded Sunday School classes, specifically a new class for young married couples

Francis street First United Methodist church - $1,500 to help develop a church website

Gambrill Gardens - $2,655 to help purchase audio/visual equipment for the chapel

The Gathering United Methodist church - $10,000 to help update an existing area to be used for the Kid’s Ministry program

Grace United Methodist church - $5,000 matching grant to help renovate an existing area to be used for junior high and senior high activities

Green city United Methodist church - $2,000 to help build a ramp and awning for increased accessibility to the fellowship hall

hannibal First United Methodist church - $5,000 to help purchase a computer and audio/visual equipment for use during worship services

harper chapel United Methodist church - $4,374.90 to help purchase audio/visual and recording equipment so that services can be broadcast on the local cable channel

hydesburg United Methodist church - $5,000 to help purchase a computer and video projector system for use during worship services

Jefferson avenue United Methodist church - $1,000 to help replace the furnace and air conditioning unit that services the classrooms,

kitchen, and fellowship hall

Kimberling city United Methodist church - $5,000 to help purchase audio/visual equipment for Joy Connection, a new contemporary worship serviceKingswood senior Living community - $1,000 to help purchase paraments, a cross, candle holders, and a compact stereo system, which will help create a sacred space for worship services when attendance exceeds the current chapel's capacityLafayette Park United Methodist church - $5,000 to help purchase a projector, laptop, software, and other hardware for use in the new Praise Service

Lancaster United Methodist church - $4,175 to help purchase audio/visual equipment to enhance worship activities

sCholArshIPs 2007-2008Foundation Seminary ScholarS GrantS

34 recipients – $56,500

Foundation colleGe ScholarShipS Judge Leah B Mccartney / 3 recipients – $6,000clint & Marge hawkins / 4 recipients – $4,000

Merrydelle May / 13 recipients – $13,000Foundation / 13 recipients – $13,000

dollars for scholars match 11 recipients - $11,000



Lee’s summit United Methodist church - $10,000 to help with relocation to a larger building, which will allow the congregation and ministries to grow

Maplewood United Methodist church - $5,000 to help purchase a multi-media projection to enhance worship services

Missouri annual conference of the United Methodist church - $5,000 to help develop the website dedicated to The Five Practices of Fruitful Congregations

Missouri annual conference – safe sanctuaries Program - $30,000 to help purchase and implement a document management system

napoleon United Methodist church - $5,000 matching grant to help repair the church roof and steeple

nelson Memorial United Methodist church - $5,000 to help purchase audio/visual equipment for The Flame campus

new horizons United Methodist church - $4,000 contingency grant to help convert a classroom into an ADA accessible restroom

Oakton United Methodist church - $5,000 contingency grant to help fund start-up salary of a youth pastor for Project Fire

Oregon United Methodist church WEE carE child Development center - $2,000 to help cover startup costs for a new daycare center

Pineville United Methodist church - $5,000 to help purchase a projector and retractable screen for use during worship services

Pitts chapel United Methodist church - $5,000 challenge grant to help replace the sound system and enhance efforts of the musical ministry

Platte Woods church – Flite Ministries - $5,000 to help purchase a multi-media projection system for youth worship services

Pleasant Grove United Methodist church - $5,000 challenge grant to help purchase audio/visual equipment to enhance worship activities

Potosi United Methodist church - $5,000 to help purchase audio/visual equipment to enhance services and programs

red Bridge United Methodist church – Early childhood center - $1,085.95 to help purchase a roll laminator for preschool and church projects

2007 Ministry Grants continued


rockville United Methodist church - $5,000 to help purchase a multi-media projection system to enhance worship services

sadler chapel United Methodist church - $5,000 to help purchase a multi-media projection system to enhance worship service

salem United Methodist church - $5,000 contingency grant to help fund a praise worship leader for one year

samaritan United Methodist church - $4,000 contingency grant to help develop an after-school program

southeast District committee on Ministry - $6,500 to help fund a Pastoral Leadership Development program for the Southeast District

southwest District - $5,000 to help purchase audio/visual equipment for the District Renewal and Retreat Center

st. Francisville United Methodist church - $5,000 contingency grant to help build an indoor, ADA compliant restroom and kitchenette

st. Paul United Methodist church - $4,000 to help purchase audio/visual equipment to enhance worship activities

Theodosia United Methodist church - $5,000 to help purchase a multi-media projection system to enhance worship services

Tucker United Methodist church - $5,000 to upgrade to a more efficient HVAC unit to provide heating and air conditioning to the sanctuary and new addition

United Methodist church of the shepherd - $5,000 to help purchase supplies for a new 3-step Spiritual Development program as well as training for small group leaders

United Methodist Metro Ministries – Metro homeless center and Family services - $2,500 to help support the Emergency Shelter Program, a residential facility for single, chronically homeless women with mental illness and/or chemical dependency

Valley Park United Methodist church - $5,000 to help purchase a new video projection system

Wesley United Methodist church - $2,500 to help purchase audio/visual equipment for the new senior high ministry, ASK 707

West Port United Methodist church – neighbor 2 neighbor - $2,000 to help expand electrical capacity so the program can safely and efficiently use all equipment

Wilderness retreat and Development center - $10,000 contingency grant to help build a 2,230-square-foot swimming pool for use by summer camps and retreat groups

Willard United Methodist church - $3,590 to help purchase audio/visual equipment for use by the Children’s Church program

�0 Missouri United Methodist Foundation 2007 Annual Review

DOnOr aDVisED FUnDs offer donors the option to decide on an annual basis which charity will benefit from their fund, plus an immediate charitable deduction at the time of the gift. Fund names are followed by the primary area of charitable interest.

anonymous charitable FundScholarships

Matt & sheila cappello "For Elise & sam" FundChildren's Charities

hunt Family charitable FundMt. Zion United Methodist Church-St. Louis

James c. Mordy charitable FundBroadway United Methodist Church-KCSt. Paul School of Theology

claude W & Virginia B Pemberton FundNew Church Development

spitzer-Meyer charitable FundOzarks Methodist Manor

Donor Advised Funds 2007

CreAte your own donor AdvIsed fundEstablishing your Donor Advised Fund can be as easy as filling out a form

and writing a check. By establishing such a fund, you can:

• Pass on important values of service and caring by involving family members in charitable gift recommendations

• Make a gift to your Fund at the time most convenient for you and receive an immediate charitable deduction

• Decide later what charity(ies) you recommend to receive distributions, how much and when

• Add to your Fund at any time

For more information, contact your Missouri United Methodist Foundation at 800-332-8238.

2�40 Years of Service n �967-2007

OFFiCe111 South Ninth Street, Suite 230, Columbia, MO 65201-4891

MAil: PO Box 1076, Columbia, MO 65205-1076

TelephOne: 573-875-4168 800-332-8238

e-MAil: [email protected]

STAFFDavid P. Atkins, J.D., Executive Director

Warren J. Meyer, Associate Director of Planned Giving

Linda Mary Neal, J.D., Associate Director of Planned Giving

Monett R. Lite, Director of Operations

Sharon M. Ward, Finance Officer

Sarah R. Dawson, Grant Administrator & Communications Officer

Mallory Lite, Administrative Assistant

MOneTT R. liTe

DAviD p. ATkinS

linDA M. neAl

WeBSiTe: www.mumf.org

WARRen J. MeYeR

mIssourI unIted methodIst foundAtIon

SARAh R. DAWSOn

ShAROn M. WARD

Farewell to FrankIn early 2008 we bid farewell to Frank Santoro who served as Foundation Finance Officer for six years. Frank, his wife Rev. Sarah Evans and son Zane relocated to Chicago to pursue new employment opportunities. Frank and Sarah will be missed by a wide circle of friends and professional colleagues.

Like living stones be yourselves built into a spiritual house… 1 Peter 2:5

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Missouri united Methodist FoundationPo Box 1076Columbia, Mo 65205-1076

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