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Foundations FOR THE FUTURE 2018 FOUNDATION REVIEW

Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

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Page 1: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

FoundationsFOR THE FUTURE

2018 FOUNDATION REVIEW

Page 2: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

Dear Friends,

This annual review once again gives me the great joy of celebrating your ongoing support of United Methodist students. In 2018, your generosity allowed the United Methodist Higher Education Foundation (UMHEF) to award over $2.3 million in scholarships. These funds helped 1,040 students attend United Methodist-related colleges, universities, and seminaries.

In addition to scholarships, your gifts also allowed students to stay connected to the church during their education, minimize or eliminate educational debt, and study in faith-based communities as they discerned callings of service and leadership within The United Methodist Church.

As you read the notes of gratitude from a few UMHEF scholarship recipients found within this report, join me in giving thanks for the reach of your generosity shown in the figures. You are a vital part of our community of donors that makes an amazing difference in the lives of many.

Thank you for supporting United Meth-odist students and being a part of the amazing UMHEF family.

umhef staffJamie Cook Scholarships Administrator

Sheila Graham Executive Assistant to President

Cindy Patterson Development Officer

Teresa Tysinger Communications/PR Coordinator

Billy Lou Wright Controller

From the President

Bob FletcherPresident & CEO

Page 3: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

Glenn AndrewKerrville, TXJesse AryPhoenix, AZAbby AumanYoungstown, OHKim Cape*Nashville, TNMinerva CarcañoWest Sacramento, CAIrma ClarkChicago, ILJ. Rowland CookAustin, TXDouglas DannenOrlando, FLMary DeckerJacksonville, FLRobert ForrestDecatur, GAMolly GabelSeattle, WAVicky Gordy-StithDover, DETim GriffyRichardson, TXMark Hanshaw*Nashville, TNNadine Hardin-MillerFort Smith, ARJoseph HarrisOklahoma City, OKWillie JohnsonAustin, TXWilliam JohnstonFriendsville, MDRuth KnoxThomson, GA

*indicates ex-officio

Jonathan LeeSan Diego, CAKathi Austin MahleGolden Valley, MNWayne MoyForest Hills, NYRobert RotheKerrville, TXCharles SavageRoswell, GABarbara Dadd ShafferAuburn, WASherron Sipes ShuffieldBoulder, COSidney StrebeckClovis, NMDeb TierneyIndianola, IABill VogelAtlanta, GALorene WilburTinmouth, VTKen YamadaOsaka, Japan

LIFE TRUSTEESJudith GibbsDallas, TXStephen HarbisonVentura, CA Gerald HornungShelburne, VTMary Alice MasseyJacksonville, FLArden MelickDenville, NJTerrell SessumsTampa, FL

2018-2019 board of trusteesThank the members of our Board of Trustees for their continued dedication and service.

EMERITUS TRUSTEESCurrie AndrewsBrentwood, TNTurner ArantSunflower, MSEdward BensonSan Antonio, TXDon BentonDallas, TXWillie BrownEncinitas, CABarbara ErwinScottsdale, AZJosette Noble GambleJacksonville, FLLou KerrOklahoma City, OKSpencer KimThousand Oaks, CAJadd MassoDallas, TXWalter McKelveyAtlanta, GAWilliam OdenHighlands Ranch, COElizabeth Corn OgieColumbus, GADonald ParkerOlathe, KSJanet StephensonAmes, IARobert SullinsBrentwood, TNCharles ThoeleDallas, TXJoan UhtChevy Chase, MDStanley WilburTinmouth, VT

Photo Courtesy of Duke University

Page 4: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

named endowed program

$404,719 to 239 StudentsUMHEF's Named Endowed program manages and distributes over 120 named funds established by various donors. These scholarship funds are often created in memory of a person or are an ongoing legacy created with estate plans.

Scholarship Programs Report

UM LEadership scholars

$20,000 to 2 StudentsUMLS supports eligible students with the mission of fostering leadership within the United Methodist Church.

Foundation Merit

$220,000 to 100 StudentsUMHEF distributes Foundation Merit Scholarships to eligible students se-lected by their schools.

Page 5: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

$1,713,000 to 699 StudentsThis unique scholarship program starts with a $1,000 scholarship gift from a student’s local church. UMHEF matches, raising the award to $2,000. Par-ticipating United Methodist schools of higher education may also award, bringing the scholarship to $3,000. Lastly, participating UM Conference Foundations may provide matching funds, bringing the scholarship up to a $4,000 award.

scholarship breakdown: > 312 quadruple scholarships > 336 triple scholarships > 51 double scholArships

Who Participated: > 531 United Methodist Churches > 699 students > 20 UM conference foundations > 83 united methodist-related schools

Scholarship Programs Report

UM Dollars for Scholars program

Page 6: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

2018 Giving & Distribution

umhef assets $49,721,050Scholarship funds raised $ 1,346,376

number of scholarships 776 to Undergraduatesdistributed 255 to Seminarians 9 to Other Students

SCHOLARSHIP DISTRIBUTION over the years

2014 2015 2016 2017 2018

$2,224,122$2,271,096

$2,372,479$2,378,307 $2,357,719

Photo Courtesy of Iowa Wesleyan University

Page 7: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

Trustees who joined the

board in 2018

Jesse ary Phoenix, AZJesse brings a strong commitment to education, having served on the AZ State Board of Education,

with the AZ Department of Education, and with many other civic and religious organizations.

Rev. Dr. Vicky Gordy-StithDover, DEVicky is a third-generation UM pastor and has served as

Director of Connectional Ministries in the Peninsula-Delaware Annual Conference of The UMC since July 2015.

Sherron Sipes Boulder, COSherron comes to the UMHEF Board with a long career in higher education, having taught many years at Westark College

(now University of AR, Fort Smith).

Lorene WilburTimouth, VTLorene has served The UMC in many official capacities. She is currently serving her second quadrennium as the New

England Conference lay leader and is a delegate to General Conference.

Photo Courtesy of Duke University

Photo Courtesy of Iowa Wesleyan University

Page 8: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

Giving that makes a

differenceYour support of United Methodist students through UMHEF scholarships really does secure a solid foundation for the future of the church, our communities, and the world. That’s giving that makes a difference. Meet some of UMHEF’s scholars and read about how your support has directly impacted their lives.

Annie Kate Emory and Henry College

Annie Kate graduated this May with a B.A. in Civic Innovation with a Minor in Religion from Emory and Henry College. In 2020, she will serve as a Resident in Mission through World Methodist Evangelism in New Zealand.

“I would like to sincerely thank the UMHEF for the scholarship

support that has been provided to me during my time in school. I am so grateful and very excited to start this new chapter of my life!”

Page 9: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

daralyn Dillard University

This May, Daralyn graduated as the first female physics major from Dillard University. She plans to pursue a Doctorate and begin a career as a Biomedical Engineer.

CALEB Perkins School of Theology at Southern Methodist University

Caleb is pursuing a Master of Divinity and a calling into ordained ministry. He also works part-time in youth ministry at Grace United Methodist Church in Dallas. UMHEF scholarships also helped Caleb attend Southwestern University for his undergraduate studies.

“Thank you to all of the UMHEF donors for believing and having faith in me, and contributing to the success of my education.”

“With your help, I have been able to take care of seminary expenses and reduce stress concerning potential school debt. This is helping me succeed

both in my classroom and in my ministry.”

Page 10: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

Honor Roll of UMHEF Donors We are so grateful to our donors for their faithful and generous giving.

Benefactor $10,000+AnonymousMs. Mary C. DeckerDivision of Higher Education of GBHEM East Texas Communities FoundationMr. Robert O. Forrest and Rev. Martha Forrest Georgia United Methodist Foundation Holston Conference of The UMC FoundationRev. Katherine Austin Mahle and Mr. Stephen MahleMissouri United Methodist Foundation, Inc.Mrs. Barbara Dadd Shaffer and Rev. John J. ShafferTexas Methodist FoundationUnited Methodist Foundation (Northern Illinois Conf., Inc.)United Methodist Foundation of ArkansasUnited Methodist Foundation of Western North Carolina

Pacesetter $5,000 - $9,999East Ohio United Methodist FoundationJudy and Jim GibbsIowa United Methodist FoundationJ. William and Elizabeth S. Robinson Foundation, Inc.Mr. and Mrs. Kermit LancasterMinnesota United Methodist Foundation, Inc.Mississippi United Methodist Foundation, Inc.Rev. Charles W. Savage, IIUnited Methodist Foundation of MichiganVogel Family Foundation, Inc.Bill and Judy Vogel

Steward $2,500 - $4,999Mr. and Mrs. Glenn C. AndrewCalifornia-Pacific United Methodist FoundationBishop Minerva G. CarcañoMr. and Mrs. Tim GriffyKentucky United Methodist Foundation, Inc.Pleasant View UMCMr. Robert S. RotheUnited Methodist Foundation for the Memphis & Tennessee Conf.

Patron $1,000 - $2,499Alabama-West Florida United Methodist Foundation

Mr. Turner ArantMarion and Patricia BolinMr. Darrell ButterwickJames and Irma ClarkRowland Cook and Diane IresonMr. and Mrs. Glenn A. CoxDoug and Carolyn DannenFirst UMCFirst United Methodist Church of Jackson FoundationBob and Debbie FletcherMrs. Josette N. GambleJim and Glener GillandMs. Patricia A. HallSteve and Mary Lou HarbisonGerald and Virginia HornungWilliam and Susan JohnstonDr. Ruth A. KnoxMs. Crystal LaGroneMr. and Mrs. Charles LatibeaudiereJonathan S. LeeRev. and Mrs. Thomas W. MarstonMartin Methodist CollegeMr. Jadd F. MassoMs. Peggy C. MurphyGeorge I. and Joyce E. PustRocky Mountain Conference United Methodist Foundation, Inc.Mr. and Mrs. Hunter ShortDr. and Mrs. Riley P. ShortStrebeck Cattle CompanyMr. Sidney G. StrebeckEd and Deb TierneyUnited Methodist Foundation of LouisianaUnited Methodist Stewardship FoundationVanguardDr. and Mrs. Ken Yamada

Builder $500 - $999Jane and Currie AndrewsChrist UMC Jim Hedrick and Jan LantzHedrick/Lantz Charitable Foundation Inc.Janet and Philip JamiesonWillie H. Johnson and Rev. Rosie L. JohnsonMr. and Mrs. Paul KingMary Alice MasseyMr. and Mrs. Elijah F. Moore, Jr.Mr. Wayne MoyMs. Marie M. NitschkeThe Rev. and Mrs. G. Paul Phillips, IIIRev. Sheila J. PreacherMr. and Mrs. Henry F. Schwarzmann

Bishop Thomas B. StocktonUnited Methodist Foundation of New EnglandMrs. Louise WhitakerLorene and Stanley Wilbur

Supporter $250 - $499Revs. Abby and Seth AumanTwyla and Ed BensonRev. Arch Campbell and Rev. Gina GillandGardner and Peggy ChamblissMrs. Tom GillespieDr. and Mrs. Roger M. GramlingDr. Paul C. HagerBishop Susan W. HassingerDr. Roger W. IresonThe Kerr Foundation, Inc.Mrs. Lou C. KerrMs. Marsha King and Mr. David C. KingBishop Ernest S. LyghtMr. and Mrs. Ralph MacDonaldDr. Arden D. MelickMr. and Mrs. William H. Preston, Jr.Mr. Justin W. RobinsonMr. and Mrs. Daniel RuehleJohn and Elizabeth SaganMrs. Barbara B. WhittemoreDr. Artmas J. WorthyWynn's PharmacyMr. David H. Zellner

Friend Up to $249James and Deborah AllenThe Rev. Jill Alventosa-BrownMr. Alexander M. AlvordMr. and Mrs. Joseph V. AmatoAmazon Smile FoundationAnonymousMr. Jesse AryMrs. Martha A. AyresBishop and Mrs. David A. BardMr. Gregory BarryMrs. Bob BattleThe Rev. and Mrs. Paul R. BeachMs. Helen BeairMr. Stephen BelskyAnne and Glenn BillingtonMr. and Mrs. G. T. BlankenshipMarcella BledsoeThe Rev. and Mrs. Kenneth G. BoboWillie and Manuelita BrownThe Rev. Carolyn H. BurrusRev. William R. ButtramMrs. Shirley ByersDr. and Mrs. Jerry CarrJan W. CasonMr. Derek CasteelMr. Gordon W. Cheeseman

Page 11: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

Honor Roll of UMHEF Donors We are so grateful to our donors for their faithful and generous giving.

Mr. Douglas ChildressDr. and Mrs. W. Joe ClarkDr. and Mrs. Ralph CoffmanRev. Yvonne ConnerMs. Annella CreechLes and Kitty CriderRev. and Mrs. Tom CrosbyMr. Chad DanceMs. Juanchellise DavenportMr. J. William DennyJan and Sandy DickeyRev. Jim Donnan and Dr. Sue LeathermanDaniel and Debra DrewWoody and Genie DriskillMr. and Mrs. Doug DunipaceMrs. Betty M. Durr and Mr. Ralph DurrMr. Richard L. Edmunds and Mrs. Judy EdmundsMr. William EkstrumMr. and Mrs. David FinkMr. Eugene P. FitzpatrickThe Rev. Heather A. FlahertyMr. Tyler M. FletcherKelly and Steve ForrestMrs. Margaret M. Foster and Mr. Warren S. FosterSue FranklinDrs. Edith M. and Frederick A. FreshAndrew and Molly GabelMr. and Mrs. Shad GagerMary Belle GilbertThe Rev. Isabel GomezMrs. Sheila G. Graham and Mr. Bob GrahamDr. Judy GreerMrs. Jeannette GreesonMs. Virginia GriffinMr. and Mrs. William L. GulledgeDr. and Mrs. Frank Gulley, Jr.Mrs. Cheryl G. GutterresRev. Dr. Quentin L. HandMr. and Mrs. Joe Frank HarrisDr. Joseph L. HarrisMr. and Mrs. Loy H. HarrisThe Rev. Dr. William R. HarveyDr. Ann Die HasselmoDavid and Harriette HaygoodMr. Charles K. HendersonMr. and Mrs. George HessDr. Joseph E. HeywardHills Chapel UMCMs. Noemi IsabelFlo JohnsonThe Rev. Ronald JohnsonMr. and Mrs. James KaeliGlen S. Kinder, IVRev. Horace B. KingMs. Winnie KleinMs. Tammy Knipp

Mrs. Susan M. Knowles-BerryMr. and Mrs. Harrison KohlerDr. Albertha KrakueRev. David and Karen LeDucMrs. Patricia A. LewisCharles and Harriet LightnerMike and Sarah LloydMrs. Mary E. Lyon-SmithMs. Myra L. MannRev. David Mansperger and Rev. Beth Ann ManspergerMr. and Mrs. David MayMr. Jim McBrideMr. and Mrs. William McCartneyMrs. Sarah E. McCleskyBishop Calvin D. McConnellMr. William A. McKnightDr. Fayneese MillerDr. George M. MillerMillsaps CollegeJames R. MitchellRev. and Mrs. Jimmy MoorMs. Laura MorganMrs. Pat L. NorrisWhitney C. OstrowskiJohn and Pam PadgettRuth PalmerRev. M. Joe ParkerMr. and Mrs. Mike PetersonMr. Ramon L. PrangeDrs. Steve and Leslie RaineyRev. and Mrs. Charles A. ReadyMs. Mercer ReevesMs. Cynthia A. RiddickMs. Nancy RodgersRev. Grady RoeMr. Nicholas J. Romeijn-StoutMrs. Marie RoutonBetty RowellMr. Jerry J. Ryman and Mrs. Terri L. RymanAlan and Debbi ScheuflerEd and Rose SchneebergerTerrell SessumsMs. Sherron ShuffieldThomas and Debbie StandardHarriet and George StraitMrs. Martha L. StullerMr. John J. SunBen and Leolene TateRev. Stella TayRev. and Mrs. Robert M. TerhuneThe Rev. Lonnie ThorntonDr. and Mrs. Henry N. TisdaleWilliam V. ToddMrs. Diana R. TopeMs. Peggy W. TownesMrs. Sandra TrojacekMs. Linda L. TurnerMrs. Teresa TysingerMrs. Joan M. Uht

Mrs. JoAnne Urion and Mr. Jack UrionKatelyn Ann Marie Van LankveltMs. Lauren T. VentersMr. Joel WaltherMr. Sam WaltonRichard and Ellen WarfordMr. Jennings E. WatkinsMr. and Mrs. Marc A. WebsterMs. Peggy T. Wegwart and Mr. Wayne G. WegwartRev. Marilyn L. WeilerMs. Margery T. WelchDr. and Mrs. Kenneth B. WelliverMs. Joiet C. WesleyMrs. Nancy M. WoodMrs. Billy Lou WrightDr. and Mrs. Thomas S. Yow, III

*We apologize if your name was omitted or listed incorrectly. Please contact our office at 800-811-8110 or [email protected] for any changes in future publications.

WesleyanHeritage SocietyThank you to the following

individuals who are creating a legacy for future leaders by

remembering the United Methodist Higher Education

Foundation in their estate plans:

Glenn C. AndrewChris & Jennifer Barbieri

Edward A. BensonRichard M. Brown

Gordon W. CheesemanDouglas Dannen

Robert R. FletcherJim C. & Glener GillandSusan A. & Dave Grady

Gerald LordMary Alice MasseyGeorge M. Miller

Edgar G. & Marjorie NesmanSteve & Pam Parr

Brent A. PorterMartha RowlettTerrell Sessums

Richard P. & Norma SmallJames W. Warner

Page 12: Foundations - UMHEFEdward Benson San Antonio, TX Don Benton Dallas, TX Willie Brown Encinitas, CA Barbara Erwin Scottsdale, AZ Josette Noble Gamble Jacksonville, FL Lou Kerr Oklahoma

the Grand Vision

That it be economically possible for any qualified United Methodist student to

be educated at a United Methodist-related institution of higher education.

[email protected]

(800) 811-8110 / (615) 649-3990