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Individuals - Investments - Frequently Asked Questions

What are the advantages of investing in the Individual Fund?

Our Individual Fund and IRA investments offer rates generally higher than comparable CDs and money market investments, while supporting the Methodist Loan Fund.

When was the Individual Fund established?

The Individual Fund was established in 1997 so individuals could invest in the Methodist Loan Fund, along with churches. In response to requests from our current and potential investors, the Foundation began offering Individual Retirement Accounts through the Individual Fund in early 2006.

What is the Methodist Loan Fund?

The Methodist Loan Fund serves as the funding source for competitive loans made through the Texas Methodist Foundation to United Methodist churches and agencies considering new construction, capital improvements and expansion of existing facilities to further grow ministries in their communities.

So my Individual Fund or IRA investment is considered an act of Christian stewardship? 

Definitely. You are earning, saving and giving in the Wesleyan spirit when you invest in the Individual Fund.

Does my investment benefit churches in my conference?

Yes, your Individual Fund or IRA investment benefits churches in your conference, as well as all six of the annual conferences in Texas, which connects you to other United Methodists across the state.

How long are individuals required to invest, and how much?   

We request a minimum investment of $1,000 for one year.

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