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.
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:
- Offering Circular 7.1.16
- Investment Application for Individuals 2.1.15
- Investment Application for Trusts 2.1.15
- Investment Application for Partnerships 2.1.15
- Addition Notice (Deposit Slip)
If you have questions while completing these documents, please contact Sara Beltran at 1-800-933-5502 or firstname.lastname@example.org.