As the Foundation staff has visited with church finance and stewardship committees over the past few years, two common themes have been heard: 1) churches and ministries want to get a good return on their investment of the Lord's money; and 2) churches and ministries want to take advantage of market trends without having to keep up with all the complicated asset types and classes. In other words, they want value and they want simplicity.
The Foundation staff has listened to these concerns and have responded in a positive way! Our solution... offer funds that provide a diversified investment portfolio, while simplifying investment choices. The Baptist Foundation offers five simplified and well-balanced socially screened investment funds with different investment objectives and characteristics.
All Baptist Foundation of South Carolina investment portfolios are socially restricted, to eliminate issuers whose primary business and preponderance of income is derived from the production and sale of tobacco products, gambling-related products and services, alcoholic consumables, or sexually-oriented publications or materials.
Find out more information about each of the Foundation's investment funds and their current returns by clicking on the links below:
Ministries that are investing for the long-term may also choose to invest in the Foundation's Composite Portfolio and allow the Foundation to manage their long-term investments.
Agency accounts are allocated as prescribed by the owning institution. Endowment and living trust accounts are allocated according to the Foundation’s Composite Portfolio.