Endowment InvestingELCA Endowment Fund Pooled Trust – Fund A
Designed specifically for congregations, synods seminaries and other affiliates of the ELCA, the ELCA Endowment Fund Pooled Trust – Fund A provides a long-term investment fund with distributions to support ministry.
Fund A allows for the collective long-term investment of funds belonging to the ELCA and its affiliated ministries. Fund A follows, to the extent practical, the ELCA’s guidelines for socially responsible investing, which discourages investments in companies that profit from the production of alcohol, military weapons and pornography, for example. Instead, it seeks positive social investments, directing capital to underserved markets, such as community development and renewable energy.
Participants retain ownership of funds, receive quarterly statements and have online access to monthly performance reporting. For more information, email the ELCA Foundation to receive a Confidential Disclosure Statement. You can participate with an initial investment of $25,000, and subsequent deposits of $2,000 or more. Fund A does not charge a fee for withdrawals or for opening or closing an account. However, Fund A does assess a monthly management fee.
Contact your regional gift planner to learn more about how Fund A may encourage and increase ministry opportunities within your congregation and community!
THE INFORMATION IN THIS WEBSITE REGARDING THE ELCA ENDOWMENT FUND POOLED TRUST -- FUND A IS NOT INTENDED TO BE DISSEMINATED INTO MARYLAND AND DOES NOT CONSTITUTE AN OFFER TO SELL, OR A SOLICITATION OF AN OFFER TO BUY, IN ANY STATE OR JURISTICTION IN WHICH SUCH AN OFFER OR SOLICITATION IS NOT AUTHORIZED, OR IN WHICH THE PERSON MAKING SUCH AN OFFER OR SOLICITATION IS NOT QUALIFIED TO DO SO; OR TO ANY PERSON TO WHOM IT IS UNLAWFUL TO MAKE SUCH AN OFFER OR SOLICITATION. AN OFFERING IS MADE ONLY BY THE CONFIDENTIAL DISCLOSURE STATEMENT. WITHOUT LIMITING THE FOREGOING, THE FOLLOWING INFORMATION DOES NOT CONSTITUTE AN OFFER TO SELL, OR A SOLICITATION OF AN OFFER TO BUY, TO ANY PERSON IN MISSISSIPPI OR TENNESSEE.
Disclosure statement availability
To receive a Confidential Disclosure Statement, containing more details about Fund A’s investments, expenses, risks and administration, please call 800-638-3522. The disclosure statement includes recent quarterly and monthly performance reports, financial statements of the ELCA Endowment Fund Pooled Trust, the declaration of trust, and a set of forms, including an application form. Please read the disclosure statement carefully before investing.