Just as each ministry’s needs are unique, each ministry is different when it comes to their preferences for establishing and administering a ministry fund. The LCMS Foundation can help you select an approach that is right for your ministry.
There are four types of funds a ministry can create:
This option is simply investing ministry funds in one of the market funds offered by the LCMS Foundation. A new investment account with the Foundation can be opened with as little as $5,000 and by completing just two forms, our congregational agreement form and our investment account worksheet form. To request these forms, please contact us.
But before making your decision, you’ll want to review the funds we offer, weigh the pros and cons of each, determine your ministry’s expectations and evaluate your risk tolerance. More information about our funds can be found here, but we’d also welcome the opportunity to review your options in person or on a phone call. Fill out the form below to request a no-obligation meeting or call with a member of our investment services team.
We often tell ministries that endowments aren't just for large universities. Any ministry that's interested in creating an additional, ongoing source of funding should consider creating and growing an endowment. And, having a well-managed endowment often helps potential donors feel more comfortable making large gifts to your organization.
Still, there are a number of decisions a congregation or ministry organization needs to make before establishing an endowment. Our endowment preparation checklist walks you through most of those decisions and should provide your organization with greater clarity about how your endowment will be structured as well as its purpose and goals.
Creating an endowment is a big responsibility, but you don’t have to shoulder it alone. As a ministry of the LCMS, the Foundation exists to be your expert guide in these matters. Fill out the form below to request a no-obligation meeting or call with a member of our investment services team.
Setting up a separate foundation is often a good option for ministries that want to establish an entirely separate entity to receive gifts and decide how those gifts are stewarded and used. In short, a separate foundation allows the governance of gifts to be kept apart from your ministry.
The reasons for establishing a separate foundation, versus the other options listed above, should be explored carefully to ensure it's necessary and worth the additional cost and administration it will require. For example, because of the complexity of establishing and maintaining a separate foundation, most ministries will need to enlist competent tax and legal advisors with specific experience in creating and operating foundations.
Our workbook “Long-term Ministry Funding” can walk you through the pros and cons of each type of investment and help identify what approach might fit your ministries needs best. To have a copy of the workbook emailed to you, or to have a printed copy mailed to you, please fill out the form below.
We offer several pre-set fund options, with asset allocations that range from conservative to aggressive. Our options allow ministries to tailor their investment account program to meet their risk tolerance and their investment objectives.
The highly professional, low-cost investment option we offer LCMS ministries quite often outperforms funds managed by commercial companies. Click "Learn More," below to review our monthly, quarterly and annual returns.
If you’re still not sure if creating a ministry fund is right for your ministry, or if you specific questions about the investments and services offered by the LCMS Foundation, our FAQ page may address your questions or concerns.
In today’s busy world with volatile markets, we appreciate the expertise and cost efficiency of the Foundation to manage the congregation’s investments. Partnering with the LCMS Foundation provides for not only the ministries of Immanuel, but for the ministries of the church at large.
Chairman, Immanuel Endowment Fund Committee
Hankinson, North Dakota
Our school was blessed with our first gift from a donor who wanted to start an endowed scholarship fund. The LCMS Foundation helped guide us through the process of creating an investment fund that reflected the donor’s wishes and provided an opportunity for future financial growth for our school. We were thankful to work with a trusted partner who understood the importance of incorporating our mission and vision in our financial planning.
Director of Mission Advancement, Christ Community Lutheran School
St. Louis, Missouri
Our partnership with the LCMS Foundation has been a tremendous blessing. In just a few years, we’ve identified more than $20 million in gifts planned for St. Peter and other Lutheran ministries.
Rev. Micah Greiner
Lead Pastor, St. Peter Lutheran Church
Arlington Heights, Illinois
Working with the LCMS Foundation has not only been stress-free but immensely beneficial for our congregation. We are thankful to have a partner in our investing that cares deeply about the proclamation of the Word of God, the administration of Christ’s sacraments, and the congregations of the Lutheran Church – Missouri Synod. The endowment we have started is meant to support these important things in Montana now and for future generations.
Rev. Ryan Wendt
Christ the King Evangelical Lutheran Church
How can we help you today? If you are a current account holder or investor with a question, or if you're new to the LCMS Foundation and would like more information, we'd love to hear from you. Please use the "I have a question or comment about" drop-down field below to get your comment to the correct person or department faster.