top of page
cactus-in-mexico-2023-11-27-05-16-05-utc.jpg

ABOUT

DSUMF logo

The Desert Southwest United Methodist Foundation, a 501(c)3 not-for-profit organization, has served individuals, churches, and organizations across Arizona and southern Nevada since 1986. Staffed by dedicated professionals and governed by a volunteer Board of Directors, we serve and support our partners and clients as they create legacies, maximize resources, and expand ministries. We offer a portfolio of financial stewardship services, including socially responsible investment funds, stewardship consultation, planned giving seminars, grants, and scholarships.

cliff mountain side

MISSION

Desert Southwest United Methodist Foundation is dedicated to providing the highest quality of investment, education and growth development programs for individuals and churches, delivered with transparency, sincerity, and professionalism.

photo of cactus in the desert at sunrise

VISION

To secure the financial cornerstones of the church by preserving and growing the generosity of faithful givers to create a legacy of sustainable future ministry.

VALUES

Christ-Centered

Guided by a Biblical worldview, we promote a culture of generosity and mercy that cares for all people. We joyfully partner with churches, organizations, and individuals who desire to build sustainable ministries through education, investments, grants and scholarships, that will spread the word of God’s love for generations to come.

Socially Responsible

We are committed to socially responsible investing. We devote our time, energy, and efforts to advancing churches and organizations dedicated to following these policies; thus, growing vibrant ministries for all to experience.

Biblical Stewardship

As a financial ministry, we act as a fiduciary with respect to our investors. We are committed to the stewardship of the resources placed under our care in a manner that is consistent with God’s Word, sound business practices, and public transparency.

Accountable & Responsive

The cornerstone of our service is based on timely responsiveness and accountability to our investors. In combination with our partners, we are prepared to adapt to changing situations in the best interest of clients, particularly with respect to the future of The United Methodist Church.

Anne Green

Executive Director

Anne joined the Desert Southwest United Methodist Foundation team as the Executive Director in 2018. Previously, she worked at Wespath Benefits and Investments in Glenview, Illinois for over 13 years. She focuses on growing relationships with the churches in the conference and spreading the mission of the foundation. She strives to visit a different church in the conference every Sunday for worship and enjoys meeting the pastors and different members of each congregation. She enjoys issuing grants to local churches and organizations. Her favorite part of leading Desert Southwest United Methodist Foundation is supporting the goal of ‘doing more good’ for the churches and organizations in the Desert Southwest Annual Conference.

Judi Smith

Gift Planning Officer, MA, CFRE

Judi started with Desert Southwest United Methodist Foundation in 2022. Judi has more than 30 years of experience in the non-profit arena. She has been an executive director for staff from three to 33, a director of planned giving, a regional specialist for capital campaigns, a marketing communications manager, a teacher, a writer, and a mentor. Her favorite part of working for Desert Southwest United Methodist Foundation is being able to offer assistance to individuals and congregations regarding gifts of assets.

Beverly Coenen

Accounting Manager

Beverly joined the Desert Southwest United Methodist Foundation in 2021 as a part-time administrative and accounting assistant. She has worked in both the private and public accounting sectors and has over 30 years of experience. Most of her experience has been in public accounting providing tax returns, bookkeeping, payroll, financial preparation, and other accounting services. During her free time, Beverly enjoys spending time with her husband and five grandchildren. Her favorite part of working for DSUMF is working with the customers and Board of Director members. “The customers are thankful, understanding, and patient which makes our job very pleasant!”

BOARD OF DIRECTORS

Colleen Becker

Treasurer, First United Methodist Church of Sun City

Utilizes her extensive background in banking in her role for the Foundation as well as for her church, First UMC of Sun City

Paul Bullis

Cross Roads United Methodist Church

A retired public service attorney with a rigorous community volunteering schedule, including serving as Financial Secretary for Cross Roads UMC, where he is a member

Billie Fidlin

Dove of the Desert United Methodist Church

An active nonprofit volunteer leader and member of Dove of the Desert UMC, and former Director of Outreach and Justice for the Desert Southwest Conference

Dr. Paul Hewitt

President, Green Valley United Methodist Church, Nevada

A certified lay minister and retired university educator who lives in Henderson, Nevada, and
attends Green Valley UMC

Matt Kuss

Treasurer DSAC, ex officio

Matt is originally from Springfield, Ohio, and has lived in Phoenix for over 20 years. He studied small business management at Northern Arizona University and received a master’s degree from the University Of Phoenix. He has been with the Desert Southwest Conference since September 2021 initially as the assistant treasurer and is currently serving as its treasurer since January 2023.

Linda Lulkovich

Cross in the Desert United Methodist Church

A retired mortgage lending professional with experience in volunteer leadership. Linda now attends Cross in the Desert, UMC, and is an avid ballroom dancer

William "Bill" Price

United Methodist Church of Green Valley, Arizona

His family traces their Methodist roots to Wales in the late 1700’s; currently a member of United Methodist Church of Green Valley, AZ, a retired businessman, and active volunteer

D. Michael Shaw

St. Mark's United Methodist Church, Tucson

Newly relocated to Arizona from Seattle, where he used his extensive financial background to support several Methodist organizations; his current church home is St. Mark’s UMC, Tucson

Rev. Dr. James Wallasky

Retired Elder, DSAC

A retired UMC minister who has served churches in Nebraska, Arizona, and Nevada for more than 50 years

This is your Testimonial quote. Use this space to share reviews about you, your services or your business.

Frankie B.

Customer Support

DONATION/GIVING BACK LIST

bottom of page