skip to main content


The Clergy Financial Well-Being Initiative's national goal is strengthening the financial well-being of United Methodist clergy. Wespath Benefits and Investments has partnered with the National Association of United Methodist Foundations (NAUMF) and the General Board of Higher Education and Ministry (GBHEM) to work with annual conferences, coordinate resources and foster innovative approaches to improve the financial well-being of clergy—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
Allyson Potts, GBHEM
Bonnie Marden, project manager
Lisa Greenwood, 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 [email protected] 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, Inc. in their efforts to address the economic challenges facing pastoral leaders across the U.S.

UMC Clergy Financial Well-Being Initiative Resources