We support the long-term financial health of faith communities.

 
 
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Returns (net of fees) as of December 31, 2025

Investment Performance

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DIVERSIFIED CONSERVATIVE
DIVERSIFIED CONSERVATIVE

1MO: 0.13% YTD: 11.73%
1YR: 11.73% 3YR: 11.29%
5YR: 4.58% 10YR: 7.01%

DIVERSIFIED MODERATE
DIVERSIFIED MODERATE

1 MO: 0.40% YTD: 14.20%
1YR: 14.20% 3YR: 12.21%
5YR: 4.98% 10YR: 7.66%

DIVERSIFIED AGGRESSIVE
DIVERSIFIED AGGRESSIVE

1MO: 0.50% YTD: 16.01%
1YR: 16.01% 3YR: 14.69%
5YR: 6.43% 10YR: 9.33%

FOSSIL FREE CONSERVATIVE
FOSSIL FREE CONSERVATIVE

1MO: 0.28% YTD: 14.50%
1YR: 14.50% 3YR: 12.97%
5YR: 5.75%

FOSSIL FREE MODERATE
FOSSIL FREE MODERATE

1MO: 0.42% YTD: 16.61%
1YR: 16.61% 3YR: 15.38%
5YR: 7.57%

FOSSIL FREE AGGRESSIVE
FOSSIL FREE AGGRESSIVE

1MO: 0.47% YTD: 17.31%
1YR: 17.31% 3YR: 16.18%
5YR: 8.18%

Fund key:

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tackling a big project?

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  • “It’s exciting for people to have an opportunity to align our investments to both our fiscal goals and environmental principles.”

    Bret

  • “Every time we’ve had a speaker from the Foundation, it has inspired significant new contributions to our local church endowment.”

    Peter

  • “I worked with the Foundation on a designated gift to replace my pledging when I died. Giving is just what you do. I wanted to continue that.”

    Doug

  • “A gift annuity sounds too good to be true. It’s such a win-win! It was easy to set one up with the Foundation.”

    Lynn

  • “It’s great to have expert and morally-minded professionals who can steer us in the right direction.”

    Richenda

  • “I could do some of these things because people in the church support it, but because we have this endowment it provides a whole other level we can rise to.”

    Sarah

  • “When someone has an idea for a new ministry, like Messy Church… we have funds we can leverage.”

    Jeremy

stock gifts

And there's so much more. For example, did you know that your church can accept gifts of stock without the hassle and expense of maintaining a brokerage account? We'll do the work for you, free of charge. It's part of our ministry.

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FREE RESOURCES 

Check out our resources page for helpful articles, videos, downloads, and links.

Featured
Monthly Market Review
Monthly Market Review

Throughout 2025, the U.S. economy proved more resilient than many experts expected, despite inflation concerns, political uncertainty, and shifting monetary policy.

Regardless of political or economic developments, we will continue to focus on long-term value creation, supported by prudent short-term liquidity management, to ensure that our portfolios remain resilient across a wide range of potential outcomes.

A Hidden Blessing: Funds Your Church May Not Know It Has
A Hidden Blessing: Funds Your Church May Not Know It Has

The holiday season reminds us that some of the best gifts are the ones we never expected.

A quick online search shows that many churches, ministries, and agency partners have unclaimed funds listed on MissingMoney.com.

Taking a few minutes to search your organization’s name could uncover unexpected support for your mission and ministry.

Monthly Market Review
Monthly Market Review

Despite various market concerns, all but two of our portfolios experienced positive gains in November, as the diversification of our portfolios continues to provide resilience against prevailing market conditions.

Regardless of the current political and economic circumstances, we will continue to maintain a disciplined approach to long-term value creation and prudent short-term liquidity management. 

Growing Generosity
Growing Generosity

As we remember Cathy, we honor not only her generosity but the spirit of service and joy in which it was given. Her life and gift remind us that investing in ministry and in our communities is an act that echoes and touches lives for years to come.

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