Invest in the Individual Fund

Investing in the Individual Fund.

With rates of return that consistently exceed money market funds and CDs (based on an ongoing survey of the highest paying CDs offered by local, state and national banks), an Individual Fund is a multi-beneficial way for individuals in Texas and New Mexico to grow their investments while growing churches, congregations and like-minded nonprofit organizations that exist to make a lasting, positive impact on the world around us.

Learn more about our IRA Individual Funds.

If you're ready to open an Individual Fund Account, simply follow the steps below. Or, to learn more, call Sara Beltran toll free at 1-800-933-5502. 

Step 1: Read the Offering Circular below.

Step 2: Complete the appropriate Application form below.

Step 3: Return the completed and signed documents along with your investment check to: 

Sara Beltran/Randi Forrest
11709 Boulder Lane, Suite 100
Austin TX 78726 

or fax to 512-331-0670. 

Download and print the following documents to complete the steps above: 

Adobe Acrobat Reader required for viewing and printing the above documents. If you do not have it, you can download it here

If you have questions while completing these documents, please contact Sara Beltran at 1-800-933-5502 or