Fact-sheet-web

Fact Sheet

Current Foundation RelationshipsNumberValue as of 2/28/18
Local church related231$44,919,603
Individual endowments89$8,311,438
District and agency funds65$11,967,422
Charitable Gift Annuities45$805,629
Foundation controlled funds55$636,019
Total: $66,640,111

Fee Schedule as of 1/1/2018:

  • Up to $200,000: 75 bps
  • $200,001 to $500,000: 72 bps
  • $500,001 to $1,000,000: 69 bps
  • $1,000,001 to $2,000,000: 66 bps
  • $2,000,001 to $3,500,000: 64 bps
  • Over $3,500,001: 62 bps

Merrill Lynch Global Institutional Consulting

 RelationshipsAssets
M/L Global Institutional Consulting2,638$135 Billion
Non-Profit/Religious-Based732$27 Billion

Humphrey Kelly Group

A designated institutional investment consulting team with Merrill Lynch’s Global Institutional Consulting group with a focus on non-profit faith based organizations. The team consists of 19 members and includes 5 institutional consultants, 8 philanthropic specialists/administrators, 3 analysts and 3 support staff.

 Humphrey-Kelly GroupNumberAssets
Clients27$1.1 Billion
Non-Profit/Religious-Based16$600 Million

Advisors for VUMF:

  • Scott Kelly, Senior Vice President – 26 years experience
  • Mark Humphrey, Senior Consultant – 33 years experience
  • Junaid Ahmad, First Vice President – 18 years experience

Other Methodist Foundations who are Merrill Lynch clients:
Kentucky, Indiana, Tennessee, New Mexico, and Louisiana

 

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