UMC Clergy Financial Well-Being Initiative

The UMC Clergy Financial Well-Being Initiative is a national effort to ensure the financial well-being of United Methodist clergy. Wespath Benefits and Investments, in partnership with the National Association of United Methodist Foundations (NAUMF) and the General Board of Higher Education and Ministry (GBHEM), are working together with annual conferences to coordinate resources and foster innovative approaches to ensure the financial well-being of clergy throughout their lives – from the first steps of discerning God’s call to ministry through retirement.

Our Priorities

The Initiative focuses on three priorities:

The Clergy Financial Well-Being Core Team

Rev. David Bell, president, NAUMF and director of the Michigan UM Foundation
Dale Jones, Wespath, managing director
Rev. Meg Lassiat, GBHEM
Bonnie Marden, project manager
Tom Marston, executive director, NAUMF
Sheri Meister, NAUMF executive committee member and director of the Dakotas UM Foundation
Rev. Ken Sloane, Director of Stewardship and Generosity – Discipleship Ministries
Cynthia Dopke, Wespath, church relations manager

Connect with Us - Join Our E-mail List

For more information, contact Bonnie Marden at or call 978-846-1260.

We publish a quarterly e-newsletter and send out occasional updates.

The UMC Clergy Financial Well-Being Initiative receives funding support from the Lilly Endowment in their efforts to address the economic challenges facing pastoral leaders across the U.S.

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