Church Programs - Assistance for Institutions


The goal of the United Methodist Frontier Foundation is to educate, empower, and provide the resource tools for United Methodists to faithfully fund the ministry of the Church. We offer programs for annual giving, planned giving, and investment management, as well as for developing endowments or other funds whose income will provide opportunities for continuing and new ministry. The following forms (available for download) describe assistance available to institutions:


Investment Resources

Top Ten Holdings for Each Fund (PDF)

Letter of Transmittal (PDF)

Letter of Transmittal Reallocation Form (PDF)


Stewardship Resources

Setting up an Endowment Program (PDF)


Church Audits

The Book of Discipline requires all United Methodist churches' financial books, records, and bank accounts to undergo an annual audit. The following documents can provide guidance in the annual auditing process:


Local Church Audit Guide (PDF)

  • This document outlines the guidelines and procedures for conducting an annual church audit.

Local Church Audit Guide FAQ (PDF)

  • This document gives helpful tips for understanding the Local Church Audit Guide (see above).

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Resources