UNITED METHODIST FOUNDATION OF NEW ENGLAND

What UNITED METHODIST FOUNDATION OF NEW ENGLAND does

The United Methodist Foundation of the Northeast (UMFNE) is an independent 501(c)(3) nonprofit foundation headquartered at 42 NH-111, Suite 200, Derry, New Hampshire, serving United Methodist churches, clergy, conference agencies, and individual donors across the New England and New York conferences. The foundation manages over $210 million in assets under management, invested according to United Methodist Church socially responsible investment guidelines, and reports 500+ investing churches and agencies. Its core services are organized around investment management, a grants ministry (with named funds such as the Grants Ministry Program Fund, Justice in Our Time, and Lexington UMC Social Justice), a church loan program (over $30 million in cumulative loans), leadership development through the Innovate, Integrate, Elevate (IIE) program, gift planning and "Putting Your House in Order" life planning, capital campaign support, and year-round stewardship services.

The foundation also operates the Wesley Development Group for buildings-and-property consulting, designated camp funds (Camp Aldersgate, Camp Mechuwana, Camp Wanakee), and a Pastors Respite Fund for clergy in crisis. The technology stack is intentionally light: UMFNE is not a software or fintech company and does not disclose proprietary systems, relying on Stripe for donation processing, Google Analytics for site analytics, and FIS Global for client portfolio account access.

The business model is fundamentally a faith-aligned, fee-and-grant hybrid. Investment management fees on the $210M+ AUM fund foundation programs and grants rather than generating distributable profit; supplemental revenue and capital come from planned gifts (over $4 million arranged), donor contributions to restricted funds, and modest workshop/program fees. The go-to-market is direct relationship-driven: a 7-person professional team (including a President, Executive Vice President, CFO/Director of Gift Planning, stewardship and grants directors, and church/development consultants) works church-by-church across the two-conference territory, supplemented by content marketing (articles, video library), events and workshops, and direct clergy outreach.

Name

UNITED METHODIST FOUNDATION OF NEW ENGLAND

Legal name

United Methodist Foundation of the Northeast

Website

https://umfne.org

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

The United Methodist Foundation of the Northeast (UMFNE) is an independent 501(c)(3) nonprofit that provides faith-aligned investment management, grants, church loans, leadership development, and stewardship services to United Methodist churches, clergy, and donors across the New England and New York conferences.

Ownership category

akta.pro rank

Product category

Faith-based Investment Management and Stewardship Services

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Investment Advice (6282)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industries

Private Foundations (BPAGAKAA), Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC)

Keywords

• Faith-based investment management
• Church stewardship services
• Religious foundation grants
• Church loan programs
• Clergy financial planning

Headquarters

HQ city

Derry

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Management Fees: The foundation provides investment management services to churches, with fees funding programs and grants that support faith communities. Churches invest with the Foundation, and the diversified, socially screened portfolios deliver long-term returns while fees support the Foundation's ministry programs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

UMFNE provides socially screened investment management services to United Methodist churches, alongside a suite of faith-based financial programs including grants, low-interest church loans, capital campaign consulting, buildings and property advisory (Wesley Development Group), leadership development, and gift planning for individuals. The foundation manages over $210 million in assets and reinvests management fees into ministry grants and programs that support New England and New York UMC churches, clergy, and donors.

Product overview

UMFNE offers a comprehensive suite of stewardship and financial services for United Methodist churches across New England and New York. The core offerings include investment management services (socially screened portfolios), grants ministry, leadership development (Innovate, Integrate, Elevate program), loan programs, and gift planning. These are supplemented by capital campaigns, stewardship services, and Wesley Development Group consulting for buildings and property. The organization also manages multiple designated funds including the Grants Ministry Program Fund, Justice in Our Time Fund, Lexington UMC Social Justice Fund, Pastors Respite Fund, and three camp funds (Aldersgate, Mechuwana, and Wanakee). Additionally, eGiving and financial resources support church giving operations. The portfolio of products works together to provide end-to-end support for church financial health, from investment management to estate planning and capital projects.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Diversified, socially screened investment portfolios offered to United Methodist churches, delivering long-term returns while management fees fund the Foundation's programs and grants.
• Grants Ministry Missional grant program supporting strategic, impactful initiatives within and beyond New England and New York UMC communities, with grants up to $5,000.
• Leadership Development Innovate, Integrate, Elevate (IIE) programming designed to develop skills and confidence in church leaders across the New England and New York UMC conferences.
• Loan Program Loans provided to United Methodist churches to fund building and capital needs projects across New England and New York.
• Buildings & Property Services (Wesley Development Group) Consulting services through the Wesley Development Group that help United Methodist churches make decisions about property, facilities, and capital projects.
• Gift Planning Consultation services that enable individuals to use life income gifts and other charitable giving vehicles, supported by a dedicated planned giving microsite.
• Putting Your House in Order Step-by-step life planning program designed to demystify organizing one's estate and affairs at any age, provided to UMC members and donors.
• Capital Campaigns Comprehensive, faith-based consulting approach that helps United Methodist churches maximize success in capital fundraising campaigns for building and ministry projects.
• Stewardship Services Year-round stewardship program that supports churches in the faithful and joyful management of their financial resources, including stewardship education and training.

Quantifiable outcome

• Over $210 million in assets under management invested according to UMC socially responsible policies

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• United Methodist ChurchcoreStrategic or Co-development PartnerUMFNE operates in alignment with United Methodist Church socially responsible investment policies. All assets under management are invested according to UMC investment guidelines, serving as the designated foundation for the New England and New York conferences.

Scale indicators13 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Cornerstone Capital Group: Emerging player — an investment advisory firm focused on faith-based, values-aligned, and ESG-screened portfolios; directly competes with UMFNE for church and religious-organization investment mandates.
• Christian Community Foundation: Emerging player — a community foundation serving Christian donors and ministries with donor-advised funds, investment management, and grantmaking; comparable operating model to UMFNE's gift-planning and grant ministry.
• Fidelity Charitable: Emerging player — the largest U.S. donor-advised fund sponsor; competes for the same planned-giving and charitable-investing dollars from UMFNE's individual donor segment with a national, low-cost DAF model.

Broad incumbents

• National Christian Foundation: Broad incumbent — a large Christian-focused donor-advised fund and giving platform offering values-aligned investment and grantmaking services that overlap with UMFNE's gift-planning and grant ministry lines.
• Presbyterian Church (U.S.A.) Foundation: Broad incumbent — the national mainline Protestant denominational foundation offering investment management, planned giving, and loans to Presbyterian churches, with similar faith-aligned SRI mandates but broader national reach.
• ELCA Foundation: Broad incumbent — the Evangelical Lutheran Church in America foundation providing investment, gift planning, and endowment services to Lutheran congregations; comparable faith-aligned investment model at denomination scale.

Regional players

• Church Development Fund: Regional peer — a faith-based lending institution providing loans for church building and capital projects, directly overlapping with UMFNE's church loan program line.

Direct peers

• Texas Methodist Foundation: Direct peer — a Methodist denominational foundation providing investment management, loans, and grants to United Methodist churches in Texas, structured very similarly to UMFNE but serving a different regional conference.
• United Methodist Church Investment Services (UMI Services): Direct peer — the denomination-level investment services entity for the UMC, providing socially screened investment management across conferences; competes for the same institutional church investors as UMFNE.
• United Methodist Foundation of Indiana: Direct peer — an Indiana-based United Methodist foundation offering investment management, planned giving, loans, and grants to UMC churches and individuals in Indiana, with a near-identical product mix and mission.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/united-methodist-foundation-of-new-england

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about UNITED METHODIST FOUNDATION OF NEW ENGLAND