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Investing For Individuals

UMF Development Fund

The Development Fund provides an investment alternative for those who are seeking the security of a fixed income type vehicle at competitive rates. It is an excellent option for investors who like to invest in certificate of deposits or money market funds. It is the funding source of our Loan Program providing loans to United Methodist Churches and United Methodist institutions throughout North and South Carolina

Participation

Participation in the Development Fund is available to residents of North and South Carolina as well as United Methodist churches and institutions in North and South Carolina.

Investment Particulars

$1000 minimum investment – 12 month term (recommendation)
No penalty for early withdrawal for special circumstances
Simple Application Process – Must obtain an Offering Circular
Variable rate of interest adjusted quarterly based on Wall Street Journal Prime
No fixed rate is possible and there is no minimum rate of interest

Current UMF Development Fund Interest Rate

(Effective as of January 1, 2012) Interest Rates for the UMF Development Fund
are reviewed and adjusted (if necessary) on a quarterly basis by the Loan Team.

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