Investments

The financial objectives of our investors range widely. Some investors seek safety and stability. Some seek liquidity. Others seek growth. To suit various needs, the Texas Methodist Foundation offers four investment funds for churches and institutions, plus one fund for individuals. These funds are invested in accordance with the Social Principles of The United Methodist Church.

Interest Rate Investments

Methodist Loan Fund
The Methodist Loan Fund is open to United Methodist churches and institutions in Texas that value the concept of helping churches throughout the state while earning returns consistently higher than bank CD and money market rates. The Foundation makes loans from this fund to United Methodist churches and institutions as they expand facilities and services in order to carry Christ's message of hope to more and more people.

Because we are a nonprofit organization, we can offer churches competitive loan rates while paying above-average rates to supporting investors. To date, no investor in the Methodist Loan Fund has suffered a loss of principal or interest on an investment, making this a secure choice for church funds. We request a minimum investment period of one year. Both variable and fixed interest rates are available.

Individual Fund Investments and IRAs
The Individual Fund offers a unique opportunity for individuals in Texas and New Mexico who want to participate in the mission-oriented Methodist Loan Fund. With competitive rates, high liquidity and safety, it is an excellent way for individuals to grow their investments while growing churches around the state. Rates of return in this fund consistently exceed money market funds and  certificates of deposit (CDs). We request a minimum investment of $1,000 for at least one year. Both variable and fixed interest rates are offered.

Individual Retirement Accounts (IRAs) are also offered through the Individual Fund. Both traditional and Roth IRAs are available with the same great rates offered for Individual Fund investments.

Read about a few of the hundreds of churches and institutions who have grown through Foundation loans and the investors who make loans possible by participating in the Methodist Loan Fund and the Individual Fund.

For more information about the Methodist Loan Fund and Individual Fund, including current rates, download this two-page flyer. (Adobe Acrobat Reader required)

Short-Term Fund
For the United Methodist church or institution seeking a stable short-term investment, we offer the Short-Term Fund. This fund is composed of investments including CDs and government and corporate bonds. Investments in the fund may be accessed at any time without penalty. Rates of return are competitive with money market funds.

Earnings on interest rate investments are reported and credited monthly. The set rates are based on changes in broader interest rates and changes in the financial markets. There are no fees for these funds.


Market Based Investments

Fixed Income Fund
Our Fixed Income Fund is invested in government and corporate bonds. These bonds are rated "A" or better by Moody’s or Standard & Poor’s. As with any fund invested in securities, market volatility of both gains and losses is an inherent characteristic. We suggest a minimum investment of $10,000 for three years or more.

Equity Fund
For investors seeking growth through long-term investments, the Foundation offers the Equity Fund. Although this fund is managed according to quality standards, any investment in stocks may be highly volatile. We suggest a minimum investment of $25,000 for three years or more.

Balanced Fund
Our Balanced Fund is designed to benefit investors seeking long-term growth and income. The Foundation invests these assets, typically permanent funds, in a portfolio mix of equities and interest earning investments, which may include other funds offered by the Foundation. We suggest a minimum investment of $25,000 for three years or more for this fund.

Earnings on market based investments are reported monthly and reflect the fund's total valuation (net of fees). Returns are based on the actual market performance of the investments within the fund.

The Foundation's administration fees for Equity Fund and Fixed Income Fund investments are a maximum of .35% on current market value of investments up to $2.5 million. A complete fee schedule is available upon request.

To Open a Church or Institution Investment Account (individuals click here for instructions) with the Foundation, you may call Sara Beltran toll free at 1-800-933-5502. Or, to begin the process now, you may:

·         Print and read the Information Statement below;

·         Print and complete the appropriate Participation Request form, in which you state the terms of your investment and provide information regarding investment choices and re-investment alternatives;

·         Print and sign the Investment Management Agreement;

·         Return the completed and signed documents along with your investment check to: Sara Beltran, Texas Methodist Foundation, 11709 Boulder Lane, Austin TX 78726 or fax to 512/331-0670. 

-Participation Request (New Fund)
-Participation Request (Fixed Rate)
-Investment Management Agreement

(Adobe Acrobat Reader required for viewing and printing these documents.)

If you have questions while reviewing and completing these documents, please contact Sara Beltran at 1-800-933-5502 or sbeltran@tmf-fdn.org.

To Open an Individual Fund Account, you may call Sara Beltran toll free at 1-800-933-5502. Or, to begin the process now, you may:

·         Print and read the Offering Circular below;

·         Print and complete the Application form;

·         Return the completed and signed application along with your investment check to: Sara Beltran, Texas Methodist Foundation, 11709 Boulder Lane, Austin TX 78726 or fax to 512/331-0670. 

-Offering Circular
-Individual Fund Application
-Individual Fund Application (Partnerships)
-Individual Fund Application (Trusts)


(Adobe Acrobat Reader required for viewing and printing these documents.)

If you have questions while reviewing and completing these documents, please contact Sara Beltran at 1-800-933-5502 or sbeltran@tmf-fdn.org.

In Summary

Investments that pay a rate:
- Short Term Fund
- Methodist Loan Fund
- Individual Fund

Investments based on market earnings:
- Fixed Income Fund
- Equity Fund
- Balanced Fund

Investment Advisors
The Foundation relies on the expertise of independent advisors to capably manage our investment portfolio. Click here to learn more about their qualifications.

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