Services for Individuals - Investments
Busy Mom’s Investment Alternative: The Individual Fund
“It feels great knowing we’re doing something good for us and for our spiritual community by investing in the Individual Fund.“
Youth camp coordinator, member of First United Methodist Church Coppell, pharmacist, wife, mother to twins - a glimpse at the bustling life of Kim Heaton. Like many other busy Christian investors, Kim and her husband Doug learned very quickly that growing an investment while growing a church couldn’t be simpler through the Texas Methodist Foundation’s Individual Fund.
“Dealing with Sara Beltran to set up our investment accounts was a breeze. She helped us come up with a long-term investment plan as an alternative to CDs. Working with the Foundation feels like a small town bank instead of a big corporation. It’s much more pleasant than the standard investment experience,“ Kim said.
But beyond the pleasantries and ease, Heaton appreciates the excellent rates offered through the Individual Fund and admits that advantage was what first appealed to her and Doug.
“We were actually at church when we ran across a card that offered more information about the Individual Fund and saw immediately that the interest rate was great,“ Kim added. “But when we read about where the money was going and understood it was building other churches, then we realized we’d be spreading the word just by investing our money.“
Doug and Kim learned that their investment dollars are being used to feed the Methodist Loan Fund, the fund employed by the Foundation to make loans available to expanding United Methodist congregations throughout Texas for building projects and other capital needs.
Kim added, “It feels great knowing we’re doing something good for us and for our spiritual community by investing in the Individual Fund.“
Grow Your Investment While Growing a Church