Assurance Letter of Denominational Neutrality

The Foundation will remain in North Alabama to serve all religious organizations that share the common bonds of Wesleyan theology. We have made the legal changes necessary to qualify to serve the same clients we have throughout our history.

We are determined to remain neutral, and provide our services in a neutral way.

We have changed our mailing address. Correspondence no longer should be sent to the Conference Center. The mailing address is now:

(Methodist) Foundation
PO Box 311297
Birmingham, AL 35231

We have changed to using our cell phones. Our desk phones at the Conference Center direct you to them.

Mike O’Kelley 205-222-1068
Dana Gardner 205-215-3015
Jean Sandefur 205-305-7563

We have changed our email addresses to:

mokelley (at) methodfound.org
dgardner (at) methodfound.org
jsandefur (at) methodfound.or

We have changed our URL to www.methodfound.org

We will conduct meetings at neutral locations. Visits to churches are always an option.

We will offer an alternative statement format that does not indicate any connection to a particular denomination.

We will continue to offer investment opportunities that are unique to us. A single dollar invested in one of our market funds will be diversified at the same level as $30 billion dollars. Few other managers can offer that. Additionally, the funds are liquid to the church. This means faster disbursements without jeopardizing a balanced portfolio.

We continue to run on solid footing. Annual audits are conducted by an independent Certified Public Accounting firm. An unqualified opinion has been received every year with no going concern notations.

We continue to carry a line of credit of $3 million that has never been used for operations, and has not been used for funding in several years.