Services for Churches - Investments

Open an Account

To open a church or institution investment account (for both interest rate and market-based investments) with the Foundation, you may call Sara Beltran or Maggie Wolfe 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/Maggie Wolfe
Texas Methodist Foundation
11709 Boulder Lane
Austin TX 78726

or fax to 512/331-0670.

Download:

Information Statement
Participation Request (New Account)
Participation Request (Fixed Rate)
Master Investment Management Agreement
Addition Notice (Deposit Slip)

(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.