Investing
At some point, almost every church has funds to invest.
Whether funds are available for a few months, a period of years, or in perpetuity, the Foundation offers investment options to keep these funds earning revenue. We help multiply resources for ministry by offering investment strategies to meet the specific needs and goals of the local church.
Guided by our Investment Policy Statement, we comply with the fiduciary responsibility for the prudent investment of church funds. We consult with churches to determine their investment goals and the timeline for fund investments.
The Foundation’s Investment Consultant is Mercer Investment Consulting. Our investment program offers investors four funds, three longer-term growth and income funds plus a short-term bond fund.
Churches and agencies may choose one or more options, based upon:
- the investment time horizon,
- the local church’s objectives, and
- risk tolerance.
Our Investment Consultant provides a quarterly market research report and monthly performance data. The most recent reports are available on our website. Here is Mercer’s monthly report. Click the Fund Performance button for a downloadable format of our funds’ performance.
Foundation staff is available to meet with church trustees or endowment committees. Please contact us to schedule a meeting.
