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Chamblee First UMC Hosts October 2 Endowment Workshop for Members and the Community

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On Sunday, October 2 from 5:30 p.m. to 7:30 p.m., Chamblee First UMC will host an Endowment Workshop with an Introduction to Wills, Estates, and Gift Planning.

This 90-minute workshop includes dinner and will provide an overview of wills, trusts, and other important legal documents for individuals and families. During this introductory conversation, we will cover preparation of a will and other health care and estate planning documents. We will also discuss ways that individuals may leave a legacy gift to the local church and other church-related ministries.

Attorney Joy Thornburg Melton of the firm Hindson & Melton LLC and Mathew Pinson, President and CEO of the Georgia United Methodist Foundation, will guide this conversation.

Open to CFUMC members and the community at large, please spread the word about this valuable session. Registration is not required but so that we can more accurately estimate the headcount for dinner, please RSVP at: https://chambleeumc.org/happening/endowment-workshop/.

 

Posted: September 29th, 2022 | Permalink

Save the Date! Investment Forum With Wespath Institutional Investments October 19

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Are you interested in a global market update from Wespath, manager of one of the largest faith-based pension funds in the world? Together, Wespath and its subsidiaries, including Wespath Institutional Investments, manage over $24 billion in assets.

The Georgia United Methodist Foundation is the exclusive distributor of the I Series of the Wespath Institutional Investments funds to United Methodist churches and nonprofits in the State of Georgia. On Wednesday, October 19 at 12 noon, Foundation President and CEO Mathew A. Pinson will host a 45-minute complimentary webinar featuring Wespath Chief Investment Officer Dave Zellner and Director, Institutional Relationships Karen Manczko. The agenda includes:

  • Welcome and Introductions
  • About the Georgia United Methodist Foundation
  • Wespath Institutional Investments Overview and Review of the Foundation's Investments
  • Market and Economic Updates
  • Questions and Answers
  • Conclusion
       

To join the webinar on October 19 at 12 noon, please click the link below: https://us02web.zoom.us/j/85271939514

Registration is not required.

Read the bios of Dave Zellner and Karen Manczko here.

The webinar recording will be shared online at gumf.org To learn more, please get in touch with the Foundation at 770-449-6726 or info@gumf.org.

Posted: September 29th, 2022 | Permalink

Earn Higher Certificates Rates with a Missional Impact

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Your investment in the Georgia United Methodist Foundation’s Certificate Program enables churches and nonprofits to expand their missional impact in their community while being better stewards of the resources entrusted to them by God.

When you purchase 1-, 2-, 3-, and 4-year fixed-rate certificates, you earn higher returns than similar instruments, which provide funds for loans to churches and nonprofits. Lives are being transformed due to your investment, making it possible for the church to construct, expand, and renovate facilities, acquire land and property, and refinance other financial institutions’ loans. Below are the new higher certificate rates as of October 1, 2022.*

1-Year = 2.00%

2-Year = 2.50%

3-Year = 2.75%

4-Year = 3.00%

*All rates are subject to change without notice. Please contact the Foundation at 770-449-6726 for current rates. Georgia United Methodist churches, nonprofits, individuals, and families must invest a minimum of $5,000. Certificates are not insured by the FDIC or any other government agency and are not obligations of or guaranteed by a bank. This ad constitutes neither an offer to sell nor a solicitation to buy the securities described. Offers are made only after receiving and reviewing an Offering Circular.

Posted: September 29th, 2022 | Permalink

Churches Can Help the Foundation Meet Loan Demand By Sharing Certificate Rate Bulletin Inserts

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The Georgia United Methodist Foundation is offering attractive certificate rates to fund loan demand from churches and nonprofits. When pastors, treasurers, and church leaders share the Foundation's digital or printed Certificate Rate Bulletin Inserts with their congregation, Methodists earn higher returns than similar instruments while helping to provide the funds for loans to churches and nonprofits. Please see the rates below as of October 1, 2022.*

1-Year = 2.00%
2-Year = 2.50%
3-Year = 2.75%
4-Year = 3.00% 

Download the Foundation's Certificate Rate Bulletin Inserts here.

Would you like the Foundation to print and ship the bulletin inserts to your church? Please call the Foundation at 770-449-6726 or email Diana Durie at ddurie@gumf.org with your order.

*All rates are subject to change without notice. Please contact the Foundation at 770-449-6726 for current rates. Georgia United Methodist churches, nonprofits, families, and individuals must invest a minimum of $5,000. Certificates are not insured by the FDIC or any other government agency and are not obliations of or guaranteed by a bank. This ad constitues neither an offer to sell nor a solicity to buy the securities described. Offers are made only after receiving and reviewing an Offering Circular.

Posted: September 29th, 2022 | Permalink

Dr. Derek McAleer to retire, new Administrative Services director sought

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9/18/2022

By Kelly Roberson, The South Georgia Conference of The UMC, Director of Conference Ministries/Communications 

Overseeing the finances of an entire United Methodist Annual Conference is a high calling.
 
The Rev. Dr. Derek McAleer has faithfully lived out this calling as the Director of Administrative Services/Treasurer for the South Georgia Conference, where the amount of information and responsibility is constantly growing and the load of financial, legal, and administrative decision making is a large task. 
 
This week, after 8 years of service as the Director, Dr. McAleer announces his retirement effective December 31, 2022.  
 
“It has been an honor and joy to serve the South Georgia Conference,” said Dr. McAleer. “I look forward to finishing out our work together.”
 
Dr. McAleer made his intentions to retire at the end of the year known to Bishop David Graves, episcopal leader of the South Georgia Conference, back in January 2022. He and his wife, Charlene McAleer, have big plans ahead.
 
“Charlene and I came to this decision during 2021 after some medical setbacks,” said Dr. McAleer. “We have dreams for our retirement years and do not want to miss out on them. We look forward to traveling and spending time with our children and grandchild.”
 
Dr. McAleer began his ministry in 1977 as the Director of Youth at Grace UMC in Savannah, his home church and the place where he received his call into ministry. Ordained as an elder in 1984, Dr. McAleer served the congregations of Davisboro, Dudley Charge (Allentown, Danville, Dudley, & Montrose), Ebenezer (Macon), Rincon, St. Marys, and Forest Hills (Macon) prior to becoming the Vice President for Church Relations at The Methodist Home for Children and Youth in Macon. Dr. McAleer served at The Methodist Home for 8 years before being appointed to the Administrative Services Office in 2014.
 
Over his 42 years of ministry in South Georgia, Dr. McAleer has served the Annual Conference as editor of the Conference Journal, member of CFA where he chaired the apportionments sub-committee, and served on numerous district and conference committees including the Commission on Town & Country Ministries, the Commission on Equitable Salaries, the Conference Futuring Committee and chaired the Savannah District Council on Ministries. He has served on the Board of Trustees of Magnolia Manor, The Methodist Home, and the United Methodist Association of Health and Welfare Ministries (UMA). He chaired the Public Relations, Development, and Marketing (PRDM) section of the UMA. In 2014, he was honored as PRDM Professional of the Year. Dr. McAleer also served on the Board of the National Association of Annual Conference Treasurers.
 
Under Dr. McAleer’s leadership as the Director of Administrative Services – which also includes serving as the Conference Treasurer, Pension and Benefits Officer, and Statistician - the Conference established a retiree health trust, finished the 30+year journey to pay off its pre-82 pension liabilities, raised the Pre-82 Past Service Rate by 21% (from $660 to $799 per service year), oversaw a conference office move, helped implement a unified conference database, established and funded a financial reserves goal of 3 month’s operating expenses, continued the path of intentionally lowering the conference budget to lower apportionments, expanded online guidance for local churches and clergy, assisted local church offering collections during the pandemic, guided local churches in qualifying for PPP loans, used a comprehensive compensation study from GCFA to guide salaries and benefits for conference staff, shifted to auto-enrollment for clergy in the pension program (increasing clergy contributions to their own pension), implemented the Voluntary Transition Program for clergy exiting the ministry, updated the Conference Personnel and Board of Pensions policy manuals and Standing Rules, established a Human Resources position, and developed the Disaffiliation Policy and an equitable plan for allocating Pension Liability to local churches.
 
Most importantly, though, Dr. McAleer has proclaimed the Good News of Jesus Christ in every setting he served, receiving 876 members in 26 years of ministry, 253 on Profession of Faith.
 
“Since coming to South Georgia 13 months ago, I have appreciated Derek and his good work and leadership to the South Georgia Conference,” said Bishop David Graves. “Derek is well respected by the Southeastern Jurisdiction treasurers and also across the denomination. He has been a great leader in The United Methodist Church. It is not just a loss for the conference but also the general church.”
 
The Rev. Dr. Shane Green, senior pastor of St. Paul United Methodist Church in Columbus and chair of the South Georgia Conference Council of Finance & Administration (CFA), echoes Bishop Graves’ sentiments and praises Dr. McAleer’s commitment to CFA, his work, and service to the Conference.
 
“We are indebted to Derek and his work on the Council on Finance and Administration and his work throughout our Annual Conference,” said Dr. Green. “It is a loss for our Annual Conference, but CFA is committed to finding the right person to continue Derek’s great work and steadfast leadership.” 
 
CFA, under the guidance of Dr. Green, now begins the process of seeking the next person to fill the role of Director of Administrative Services/Treasurer. The Book of Discipline gives CFA the authority to hire this position. CFA will be utilizing the services of the General Conference on Finance and Administration in the hiring process. Dr. Green will also be in consultation with the Conference Board of Pension and Health Benefits (BOP) as this position also supports their work.
 
The job will be open to lay and clergy persons. More information and a complete job description will be posted on the conference website, www.sgaumc.org, in the weeks to come. 
 
*********
A Personal Note from Dr. Derek McAleer
 
In 2021, my wife Charlene twisted her knee and had to spend a good bit of the year rehabbing it.  Since our vacation involved hiking the Colorado mountains, we were concerned about her recovery (old knees don’t rehab as quickly as young knees do!). Thankfully, she was able to enjoy the hiking, though we did choose less strenuous trails. But it got the two of us thinking.  She is five years older than I and already retired after 35 years of teaching. Like most of you, we hope to enjoy active retirement years. Knowing of the age difference, we have long considered that I might retire before my full retirement age and have planned accordingly. The knee injury brought this idea to the forefront again.
 
In January, I told Bishop Graves of my plan to retire at the end of 2022. You may recall that in January of 2022, we still thought General Conference would meet in 2022, the church would make decisions, and the annual conference would move forward. Retiring at the end of 2022 would put us beyond all that. Retiring at the end of our fiscal year is good for a person in my position. 
 
With all that was going on, however, we determined to delay announcing my retirement until after annual conference met so that the conference could focus on the work before us without distraction.
 
I share this lengthy narrative to say I have been thinking about and moving towards retirement for some time now. This is not a reaction to this season of United Methodism but rather a choice for this season of my family life. I have worked for the church since 1977, and am in my 43rd year under appointment. I have been blessed far beyond any reasonable expectation by this annual conference. I move towards retirement with a heart full of gratitude. Serving our Lord through this Annual Conference has been and is a great privilege. God truly is good!
 
Derek W. McAleer

Posted: September 29th, 2022 | Permalink