With so many options available, why would an astute couple like Jim and Margaret turn to the Texas Methodist Foundation for an investment opportunity? For them, looking to an organization that is not only “technically competent, but compassionately competent” made all the difference.

Jim describes the Foundation as “an institution that cares about the Church, cares about people and has the ability to help individuals meet their goals.” Margaret agrees, noting that being United Methodists themselves makes working with a related institution particularly meaningful to them.

This Dallas couple has utilized the Foundation’s planned giving services in the past and most recently took advantage of the opportunity to invest in the Foundation’s Methodist Loan Fund through the Individual Fund.

“When you look at current interest rates, the Foundation usually pays much more than you can get for a CD,” said Jim. “Also, knowing these investments are used to assist churches with loans for building projects makes investing in the Individual Fund another good way to support ministry.”

Like many other conscientious individuals, this life-long United Methodist couple has made the decision to invest in a way that serves them financially in their retirement while offering an opportunity to be good stewards. They know that sanctuaries are being built and facilities are being approved throughout Texas because they’ve chosen to invest in this way.

Jim added, “We’ve been able to do a lot more to support ministry than would ordinarily be true of people of our income by taking advantage of the Foundation’s services. Investing in the Individual Fund is an extension of our support of the Church.”

For more information on investing in the Individual Fund, contact Karyl Seibert at 1-800-933-5502 or kseibert@tmf-fdn.org.

Or, fill out our Online Response Card to request more information on investment opportunities and investment planning through the Texas Methodist Foundation.