LCMS Foundation’s Funds Perform well in 2018 Investment Survey

Significant outperformance seen when compared to similar organizations.

The LCMS Foundation serves the church in two key areas: helping donors to create estate gifts, and providing investment management services for those gifts as well as other assets belonging to LCMS ministries. Through the LCMS Foundation, congregations and other LCMS ministries have low-cost access to world class investment options, to ideally grow these funds for future use. The LCMS Foundation currently serves over 400 LCMS ministries in this manner, managing over $800 million in assets entrusted to it by others.

One way the Foundation tracks its investment performance is by comparing our results to our peers. One of the most well-respected and widely known surveys is performed by the National Association of College and University Business Officers (NACUBO), and looks at the investment holdings and performance for endowments held by universities, foundations and other organizations.

The NACUBO survey in 2018 included more than 800 endowments, representing over $600 billion in assets. The LCMS Foundation compared quite favorably in the survey, as shown below. These results show the average annual return for the Foundation’s Aggressive Balanced Fund compared to the average of all of the survey participants.

The LCMS Foundation offers ministries highly diversified investment options, with a long-term focus, low fees and professional fund management. The Foundation’s Standard Funds are re-balanced monthly to match long-term asset class targets, resulting in well-diversified portfolios. Investments carry risk and may lose value. Past returns may not represent future results.

Please contact Ralph Simon, Vice President Investment Services, at ralph.simon@lfnd.org or 314-996-1056, or Mark Cannon, Chief Financial Officer, at mark.cannon@lfnd.org or 314-996-1462, if you would like to learn more, or inquire about opening an account with the Foundation for your ministry.