Endowment

The Matthews United Methodist Endowment: Preserving a Legacy to Reach, Teach, Praise & Serve

Fund Categories
The Matthews United Methodist Endowment Fund was initiated in 2017 with the aim of preserving our church community to reach, teach, praise, and serve others for future years. This fund enables the church's ministry to fulfill these objectives and serves as a means of leaving a legacy for future generations. It presents an opportunity to create a lasting impact that will benefit generations to come.
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Financial Highlights

The Matthews United Methodist Endowment Fund achieved a milestone in 2023, surpassing the $500M mark, and has continued to grow to $813,126 thanks to contributions from generous donors.

    • In 2023, the fund received a record-breaking sum of $161,000 in contribution & estate gifts!
    • So far in 2024, we've received $61,999.
  • Despite fluctuations in the market, the fund's market value remained favorable, reaching $813,126.
  • New scholarship fund established with first recipients awarded in June 2023.
  • In 2024, the largest disbursement to date since the inception of the fund, totaling $14,902, is being reinvested into our church.
  • As of now, a grand total of $44,559 has been disbursed from Endowment earnings to support the church in various areas, including:
MUMC Endowment

Endowment Program Highlights

Endowment Program utilized digital and in-person events:

  • Hosted Annual Endowment Events for Contributors and congregation.
  • Hosted a livestream Endowment program that included A.J. Thomas from the United Methodist Foundation to answer questions and discuss options for participating in the endowment program.
  • Produced an award-winning video, Grateful Hearts: Creating Lasting Legacy through Matthews United Methodist Endowment that highlighted endowment participants and their stories.
  • Utilized various mediums, such as in-person meetings and Zoom, to meet with families to explain the program options.
  • Implemented an online giving portal on the MUMC website.

Impacting Generations

Watch a recording of our "Stories from the Endowment" event to learn how the distributions from the earnings growth can have an impact for generations to come:

Committee Structure

The Matthews United Methodist Endowment Team consists of leaders from various ministry areas. Meetings are held on a regular basis to focus on the needs of the Matthews United Methodist Endowment. If you have questions, please fill out the interest form.

Senior Pastor: Chuck Wilson
Servant Leader: Sam Hatcher
Finance representative: Don Morrison
Global Impact representative: Marilyn Sczech
Trustees Representative: Michael Holt
Class of 2024: Julie Jones & Kelly Klotz
Class of 2025: Troy Ferguson, Toni Vento & André Hall
Class of 2026: Robert Hinson, Eric White & Clark Holmes
Church Treasurer: Debbie Fitts

MUMC Endowment

Grateful Hearts: Creating Lasting Legacy through Matthews United Methodist Endowment

Perpetuating the Life of the Church
Carrying on the Church Mission
Shining a Light for Faith
Impact of Missions
Leaving a Legacy from the Heart
Paying it Forward

Resources

The Endowment Summary, Question and Answers, and the 2023 Annual Report documents provide more information on the Endowment Program. The MUMC Endowment Funds are managed by the United Methodist Foundation of Western North Carolina, which has served as a valuable resource and partner in establishing the endowment. The Foundation also provides detailed support to individuals who might want to make a gift to the MUMC Endowment. Additional resources are located on UMFWNC.org site.
MUMC Endowment

Forms

The Matthews United Methodist Endowment can be added in your financial planning at any time during your life. As people of all ages — from young professionals to seniors — plan for their legacy, giving to ministries of the Church can easily be included. The forms below will assist individuals who are planning or provide guidance to professionals who may be aiding you in this process.

Direct Gift Designation (For Current Gifts)
Estate Planning Designation

Endowment Fund Interest

Please complete the fields below if you have questions or would like to learn more about the Matthews United Methodist Endowment. One of our Endowment Team members will be in touch with you shortly!
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