Investing Honors God and Father’s Last Wishes

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The Georgia United Methodist Foundation's Certificate Program is a fixed-rate investment opportunity that offers spiritual and financial rewards. United Methodist churches, ministries and members have invested over $39 million in our 4-, 3-, 2-, and 1-year certificates. A retired supply pastor shares how his family’s investment honors God and his father's last wishes while protecting his mother’s assets.

Before Rev. Jack R. Bozeman passed away in 2013, he invested the lion’s share of his family’s retirement savings in the Georgia United Methodist Foundation's Certificate Program. In one of his last conversations with his son, Rev. Dr. Kirk Bozeman, he instructed him to take care of his mother, Jackie, and to make sure that their funds were invested in a way that would honor God and would honor him.

“My father served as a pastor and former district superintendent with The North Georgia Conference for 40 years. He was one of the finest, smartest, most faithful men I ever knew. He believed that the first 10 percent of all income goes to God and the second 10 percent goes to savings,” said Bozeman, retired elder and supply pastor to Mt. Gilead UMC and Big Springs UMC in Woodstock. “Before investing, he would question whether the company shared the same moral values and goals as he did. He believed deeply in the ministry and work of GUMF.”

Bozeman serves as his mother’s power of attorney. “Caring for my mother’s physical, financial, and spiritual welfare is a top priority. With GUMF, we are able to keep our faith component active in our investing and still receive the best returns that we can find. The Church benefits because our funds are used to provide loans at extremely attractive rates, and GUMF benefits too,” Bozeman said. “Our investment strengthens the Foundation; the Foundation strengthens another church; that church strengthens its membership and community through its ministries, and in doing so, strengthens the kingdom of God.”

With life’s unpredictability, Bozeman finds comfort knowing that he would have easy access to his mother’s short-term fixed-rate certificate investments in the event of an emergency. Bozeman also noted that one of the greatest aspects of working with GUMF is the relationship. He knows he can call the office anytime and someone will always be available to answer his questions and provide guidance.

“When I was going through the ordination process with The North Georgia Conference, I was asked if I was doing this because of my father. I explained that it’s not my job to erase his shadow but to extend it,” Bozeman said. “And this is what we have done with GUMF. As time has gone by, we have added other funds so if my mother needs something, she’ll have it.”