Sophisticated investors have long understood the need for diversification and asset allocation among the various types of investment vehicles.  Such diversification and allocation can provide both protection from undue risk and opportunity for significant growth.  The Foundation provides investment services that are otherwise unavailable to most of our Conference churches and other ministries.  These services include:

• Five funds (actively managed by outside fund managers) with varying degrees of earnings and growth from conservative to risky;
• Socially responsible investing as guided by the Book of Discipline;
• Low minimum deposit of $1,000; 
• Ongoing oversight by the Foundation’s Board of Directors and Finance Committee;
• Quick and convenient access to invested funds with deposits and withdrawals allowed at any time and without fees;
• Separate quarterly reports for each account (monthly reports online);
• Availability of innumerable, separately administered accounts;
• All funds on deposit remain the property of the account holder.

Above all else, you have access to the Foundation’s wealth of knowledge, financial tools, resources, and staff,  and with that comes the peace in knowing that you are working with an entity that solely exists to help you and your church grow and be successful. 

For more information, please see our Investment Services Guidebook.  Please contact us if you would like a printed guidebook sent to you.  If you would like to take a look at our Investment Management Agreement, you can find it here.