NEW...
Following a comprehensive review of its investment program, the Board of Directors approved a decision to contract with Hammond Associates for Investment Consulting, effective Febrary 2008. During the next three months, Foundation investors will be informed about changes and new options in the Foundation's investment program. Click here for a copy of Hammond's presentation to the Foundation's investors. Click here for more about the review process resulting in this change.
THE FOUNDATION'S NEW INVESTMENT PROGRAM
As of June 1, 2008
The Foundation's new investment program offers current and new investors new investment options based upon the investment time horizon, the fund's objectives, and risk tolerance. The Foundation believes that the new program adds significant value while retaining socially responsible investment standards, offering three growth and income-earnng opportunities plus a Money Market Fund for short term investments.
Guided by our Investment Policy (PDF), 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.
Our Investment Consultant provides a quarterly market research report. The summary market analysis is available on our website. To receive a hard copy of the entire report, please contact us.
Foundation staff is available to provide technical assistance in developing local church investment policies and goals and determining asset allocation. The Foundation provides investors with quarterly statements of their accounts, and will meet with church trustees or endowment committees on request. Please contact us to schedule a meeting.