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Who We Are

Services to Individuals

- Methodists Helping Methodists

- How to Open an Account

- Download Forms

- How to Invest in the Methodists Helping Methodists Fund

Services to Churches & Institutions

- Managing Investments

- Investment Fund Performance and Portfolio

- How to Open a Church Account

- Download Forms for Churches

- Online Statements

- Methodists Helping Methodists Fund for Churches

- Church Loan Program

- Church Endowment Development

- Why Have an Endowment Fund

- Endowment Committee Structure

- Creating a Church Endowment Committee

- Promoting Church Endowments

- Endowments Handouts

- Planned Giving Education

Other Links

United Methodist Links

- Rocky Mountain Conference of the United Methodist Church

- The Official Site of the UNITED METHODIST CHURCH

- United Methodist Church, General Council on Finance and Administration

Planned Giving Links

- Colorado Planned Giving Roundtable

- American Council on Gift Annuities

Foundation Annual Report

2008 Annual Report

2007 Annual Report

2006 Annual Report

Contact Us

Planned Giving Legacy Website