Ministry Growth Fund


Ministry Growth Fund

 

Fund A (Endowment Fund Pooled Trust) has been renamed to better communicate the benefits of the fund. The Ministry Growth Fund of the ELCA Foundation is a long-term, stable and socially responsible endowment fund that provides distributions to grow ministry, now and well into the future. The fund was designed specifically for congregations, synods, seminaries and other affiliates of the ELCA.

 

The Ministry Growth Fund of the ELCA Foundation allows for the collective long-term investment of funds belonging to the ELCA and its affiliated ministries. Participation in the fund requires an initial investment of $25,000 and subsequent deposits of $2,000 or more. Participants retain ownership of funds, receive quarterly statements and have online access to monthly performance reporting. The Ministry Growth Fund does not charge a fee for withdrawals or for opening or closing an account. However, the Ministry Growth Fund does assess a monthly management fee. For more information, email the ELCA Foundation to receive a Confidential Disclosure Statement.

 

 

BENEFITS OF PARTICIPATION

Your investment in the Ministry Growth Fund is more than just a financial transaction. In alignment with our Lutheran theology, your investment goes to work across the ELCA, in your own congregation and throughout the world — providing a steady funding source for the Lutheran ministries that matter most to you, now and well into the future.
Guided by a team of financial experts and strengthened by our partnerships with other Lutheran organizations, the Ministry Growth Fund generates stable, quarterly distributions which allow you to build a vision for the future of your congregation or organization.
The Ministry Growth Fund is the only endowment fund following the ELCA guidelines for socially responsible investing, which discourage investments in companies that profit from the production of goods and services that don’t align with our Lutheran values. They also provide guidance in advocating for positive social and environmental changes in public companies.
Your participation in the Ministry Growth Fund will be established and guided by your regional gift planner. This dedicated partner will provide expert insight, guidance and resources — alongside the ELCA Foundation’s endowment management services — to help your congregation or organization achieve its charitable giving goals. Through intentional, customized interactions, your gift planner will ensure that your investments align with your passion and your purpose.

FIND YOUR GIFT PLANNER
The Ministry Growth Fund is a sophisticated investment tool with ministry at its heart. Our fund structure allows participants to benefit from the same market opportunities regardless of their investment size while realizing lower regulatory reporting costs overall. Because the ELCA Foundation seeks to be the best steward of your investment, fund performance is reported monthly. This allows us to further minimize fees associated with fund participation and ensure the greatest financial impact on benefitting ELCA ministries.

 

Contact your regional gift planner to learn more about how the Ministry Growth Fund may encourage and increase ministry opportunities within your congregation and community!

 

Ministry Growth Fund
Performance

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ELCA Foundation’s
Endowment Fund Online

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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.