The South Carolina United Methodist Foundation maintains a common investment pool for its restricted endowment and assets administered under agreement funds.  The pool's asset allocation is approximately 35% equities and 65% bonds based on carrying value.  This conservative investment strategy gives participating funds an opportunity to receive a steady flow of annual income combined with the possibility of growth.  The Foundation seeks to invest in companies which are considered socially responsible. Bond purchases reflect at least an "A" rating by Standard & Poors or Moody's at the time of purchase.  


Restricted Endowment Fund