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

 
 
 
 

Investment Performance

Featured
DIVERSIFIED CONSERVATIVE
DIVERSIFIED CONSERVATIVE

1MO: 2.66% YTD: 2.48%
1YR: 6.57% 3YR: 5.94%
5YR: 6.31 10YR: 5.54%

DIVERSIFIED MODERATE
DIVERSIFIED MODERATE

1 MO: 3.39% YTD: 3.62%
1YR: 6.96% 3YR: 6.26%
5YR: 7.26% 10YR: 5.89%

DIVERSIFIED AGGRESSIVE
DIVERSIFIED AGGRESSIVE

1MO: 4.53% YTD: 3.53%
1YR: 7.65% 3YR: 7.86%
5YR: 9.27% 10YR: 7.33%

FOSSIL FREE CONSERVATIVE
FOSSIL FREE CONSERVATIVE

1MO: 2.70% YTD: 4.29%
1YR: 8.42% 3YR: 7.16%
5YR: 6.59%

FOSSIL FREE MODERATE
FOSSIL FREE MODERATE

1MO: 3.73% YTD: 4.77%
1YR: 9.37% 3YR: 8.82%
5YR: 8.65%

FOSSIL FREE AGGRESSIVE
FOSSIL FREE AGGRESSIVE

1MO: 4.07% YTD: 4.92%
1YR: 9.68% 3YR: 9.38%
5YR: 9.34%

Fund key:

tackling a big project?

Our low-hassle church loans can help. We offer up to 15-year terms below the WSJ prime rate with no hidden fees. We also offer competitively-priced bridge loans for special projects like affordable housing and solar panels.

  • “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.

FREE RESOURCES 

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

Featured
A Pause in U.S. Exceptionalism: Shifting Dynamics in Global Markets
A Pause in U.S. Exceptionalism: Shifting Dynamics in Global Markets

The U.S. has long dominated global equity markets. However, a strong start to the year from international stocks suggests that may be changing. In Wespath’s latest Investment Insights blog, Joe Halwax and Raj Khan examine this shift, its causes, and whether it may be a temporary pause or rather a fundamental shift away from U.S. exceptionalism.

A Message from the CIO on Recent Stock Market Volatility
A Message from the CIO on Recent Stock Market Volatility

We understand recent market volatility due to tariff announcements and rising trade tensions can feel unsettling. In this message from Wespath’s CIO, Johara Farhadieh reflects on the impact of these market events and shares a reminder on the enduring principles of long-term investing.

5 POTENTIAL IMPACTS OF TARIFFS AND TRADE POLICY
5 POTENTIAL IMPACTS OF TARIFFS AND TRADE POLICY

We understand that the transformative shifts in trade policy highlight the critical importance of portfolio diversification. The evolving global landscape—with its dynamic trade relations and rapidly changing policy environments—strengthens our commitment to constructing diversified investment portfolios that can endure various scenarios.

Grants for energy-efficient building upgrades
Grants for energy-efficient building upgrades

Nonprofits are now eligible to apply for up to $100,000 in federal funding for energy-efficient building upgrades through the Building Upgrades Inspiring Local Transformation (BUILT Nonprofits) program. This is the best grant opportunity we’ve seen so far for churches who need to upgrade their HVAC systems!