Like you, we are Lutherans. We understand the realities faced by LCMS ministries and have the experience to help them successfully plan for the future. In addition, our shared faith assures that our values align with yours and that our main objective is to help your ministry thrive. We were created for just that purpose.
We pool together the assets of hundreds of LCMS ministries to gain access to the type of highly-active, highly-attentive investment services usually reserved for large corporations. NEPC, our investment advisor, is a leader in institutional investing and is well known for its high standards and track record of exceptional performance.
Using NEPC as our investment advisor and 14 industry-leading fund managers, the Foundation stewards close to $1 billion in investments entrusted to us by nearly 500 LCMS ministries. We serve ministries large and small, from rural congregations that worship just a few dozen members each week, to our two seminaries and many of the Concordia universities.
Our Investment Services booklet provides detailed information about the Foundation’s investment philosophy, our governance, our investment advisor and fund managers, as well as our funds and their performance.
To get a copy of the booklet, please fill out the form below.
By collectively managing nearly $1 billion in investments, the Foundation receives favorable pricing to keep our expenses low. And as a non-profit, our fees are typically lower than most commercial firms.
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.
Gift planning can grow endowments and investment funds by leaps and bounds. The Foundation has gift planning counselors across the country that partner with ministries to create successful gift planning programs.
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.