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The following is a copy of the current Mid-Atlantic United Methodist Foundation's e-newsletter. You can have this newsletter delivered directly to your inbox every week by subscribing on the Mid-Atlantic United Methodist website right here.

Our Brothers and Sisters in Christ,

The actions of this past week have created concerns for all United Methodists. The Mid-Atlantic United Methodist Foundation joins you in a time of discernment and contemplation of these events as we walk together into the future. 

The Foundation’s view:

  • The Foundation and all of its clients have entered into binding contracts. 
  • The Foundation intends to honor all church contracts by continuing to provide the highest quality stewardship education and investment services, now and in the future.
  • The Foundation anticipates an even greater need for its services at this time.
  • As a Faith based yet independent nonprofit organization, the Foundation is in an exceptional position to serve every church. 
  • We are ready to assist clients and their ministries grow into the future.

I welcome your calls and questions. The Foundation is your partner with incomparable vision and services to fund ministries. Please reach out to me with any concerns.

Be the Blessing,

Jack Brooks
Executive Director
Mid-Atlantic United Methodist Foundation
800-828-9092 Ext: 1008 

Year End 2018 Client Investment Review Call and Webinar
The event was presented on Thursday Feb 7, 2019 3pm
Link to the presentation materials:


Jack Brooks, Executive Director; Mid-Atlantic United Methodist Foundation
Keith Aleardi, Chief Investment Officer; Fulton Financial Advisors
Rob Morgan, Chief Investment Officer; Mid-Atlantic United Methodist Foundation

More Detailed Information is Available at
www.midatlanticfoundation.org     Or    call the Foundation office at 1-800-828-9093 Ext 1008

To contact Rob Morgan for a portfolio review or to discuss a new investment opportunities please contact Rob at the Foundation office at 800-828-9093 Ext 1008.

Legacy and Planned Giving:

Have you completed your Asset Allocation review?
A tool to review your Risk Profile Assessment is available.
For a copy please contact:
Tracy Brown, Operations Manager at 484-762-8211

Be the Blessing,
Jack Brooks
Executive Director
Mid-Atlantic United Methodist Foundation 

For more information call us at 800-828-9093 Ext 1008 or visit our Website: www.midatlanticfoundation.org


Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs for a personal emergency or for education.

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Palliative Care Services Can Help Relieve Pain

What can you tell me about palliative care? My husband suffers from lung disease and is receiving radiation for prostate cancer but is not terminally ill. I have heard that palliative care can help him with his pain and discomfort. What can you tell me?

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Property Turns Into Income

Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.

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Taxpayer Advocate Service Scam

The IRS operates the Taxpayer Advocate Service (TAS) to assist taxpayers. As an independent organization within the IRS, the TAS exists to protect your rights as a taxpayer, and help you with tax problems you cannot resolve on your own.

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Stocks - General Mills Updates Outlook Read more

Bonds - Yields Invert Following Fed Decision Read more

CDs and Mortgages - Mortgage Rates Dip Read more


Thank you for your interest in planned giving. To access any of our resources, please go to our website.

Mid-Atlantic United Methodist Foundation, PO Box 820, Valley Forge, PA 19482
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