The United Methodist Development Fund

Why invest in Umdf?

Investing in UMDF makes ministry and growth possible for hundreds of churches across the country, while making  a competitive return for investors! 

An individual, church, non-profit organization, board, or agency can make an investment with UMDF and have peace of mind that their investment is supporting God's work in the world.

 
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see the difference umdf investments make

 
 

 

What types of investments and rates does umdf offer?

 
 
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1 YEAR NOTES - 1.90%

Lock in a competitive* 1-year note rate with UMDF.

Current Interest Rate: 1.90% as of Jan 1, 2019

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2 YEAR NOTES - 2.15%

Lock in a competitive* 2-year note rate with UMDF.

Current Interest Rate: 2.15% as of Jan 1, 2019

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3 YEAR NOTES - 2.70%

Lock in a competitive* 3-year note rate with UMDF.

Current Interest Rate: 2.7% as of Jan 1, 2019

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4 YEAR NOTES - 3.10%

Lock in a competitive* 4-year note rate with UMDF.

Current Interest Rate: 3.10% as of Jan 1, 2019

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5 YEAR NOTES - 3.30%

Lock in a competitive* 5-year note rate with UMDF.

Current Interest Rate: 3.30% as of Jan 1, 2019

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IRA - 2.10%

Lock in a competitive* 5-year note rate with UMDF.

An Individual Retirement Account (IRA) is an investing tool used by individuals to earmark funds for retirement savings, and at the same time for individuals to enjoy tax advantages. UMDF provides investors with another investment option for the overall asset allocation of their retirement savings.

Current Interest Rate: 2.10% as of Jan 1, 2019

(Flexible Demand Notes and IRA Notes are not available in Louisiana, South Carolina, and Wisconsin.)

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FLEXIBLE DEMAND NOTES - 1.40%

Similar to money market investments, a Flexible Demand Note allows you to earn an above market interest rate,* with the advantage of no-penalty withdrawals.

Current Interest Rate: 1.40%

(Flexible Demand Notes and IRA Notes are not available in Louisiana, South Carolina, and Wisconsin.)

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OFFERING CIRCULAR

Click here to view or download the offering circular.

An offering circular is a prospectus, or legal document, that provides details about investments which are for sale to the public.

 

Notes of The United Methodist Development Fund are not insured by the Federal Deposit Insurance Corporation (FDIC), Securities Investor Protection Corporation (SIPC) or any other state or federally regulated institution.

Rates effective Jan 1, 2019. Rates subject to change. The purchase of UMDF’s securities is subject to risks, which are described in our Offering Circular. Please note that this is not an offer to sell our securities to you and we are not soliciting you to buy our securities. We will offer and sell our securities only in STATES where authorized. The offering is made solely by our OFFERING CIRCULAR. Past performance is no guarantee of future results.

Flexible Demand Notes and IRA Notes are not available in Louisiana, South Carolina, and Wisconsin. Rates subject to change. Past performance is no guarantee of future results.

Based on a weekly regional and national rate survey conducted by UMDF.

 

 

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