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Investments

Invest in the mission of the church while earning positive financial returns with TMF Impact Notes¹.

Open an Account

IMPACT NOTES

Earn positive returns while growing the church

EQUITY & BOND Investments

Gain market appreciation over time

IMPACT STORY

Open an account with a $1000 investment

INVESTMENT RESOURCES

Information to help guide your investments

Meet the Team

Trusted experts help steward your financial potential

Investing

Investors with TMF know that their investments are securely managed and grow churches, build ministries, and ignite the imagination of the next generation of church leadership across Texas and New Mexico.

TMF offers churches and nonprofit organizations two types of investments: TMF Impact Notes and TMF Equity & Bond Funds. Clergy and individuals are eligible to invest in TMF Impact Notes.

TMF Impact Notes

TMF Impact Notes are flexible and fixed-rate notes with 1-to-5-year terms.

IMPACT NOTES

TMF Impact Notes Fixed Rates for Churches*

1 yr. 2 yr. 3 yr. 4 yr. 5 yr.
Rates 4.40% 4.20% 4.00% 3.90% 3.80%
Annual Percentage Yield (APY) 4.49% 4.28% 4.07% 3.97% 3.87%

TMF Variable Rate Impact Notes: February 1.50%
This rate is annualized and is subject to change on the first day of each month.

*Fixed rates are set on a weekly basis.

Equity & Bond Funds

TMF Equity & Bond Funds provide churches and nonprofits the opportunity for market appreciation over time.

Equity & Bond Funds

TMF Equity & Bond Funds* Performance as of 01/31/2024

YTD 01/31/24 1 yr. 3 yr. 5 yr. 10 yr.
TMF Balanced Fund -0.55% 6.25% 0.64% 6.34% 5.75%
TMF US Equity Fund 0.72% 14.97% 5.56% 12.25% 10.86%
TMF International Equity Fund -2.66% 0.32% -3.79% 4.66% 4.18%
TMF Fixed Income Fund -0.07% 4.33% -2.13% 1.74% 2.32%
TMF Inflation Protection Fund -0.17% 2.57% 1.25% 3.38% 2.53%
TMF Multiple Asset Fund -0.57% 6.59% 0.55% 6.75% 6.24%

*Returns represent past performance and do not guarantee future results or the deduction of administrative fees, which are assessed by TMF monthly. Investment returns will fluctuate with market conditions, and investors may have a gain or loss when they redeem their investment. Fund performance changes over time and currently may be lower than stated above. Performance is updated and published monthly.

Wespath Investment Report

Impact Story

Investing in Children Builds Families and Grows Communities

Inspired by the simple truth that you only get one chance at childhood, the Children's Coalition of Aransas County, Texas, opened its Child Development Center (CDC) in October 2022. 

CDC's high-quality early education for Aransas County's children benefits the entire community. Year-round day-long childcare frees moms and dads to work, improving the quality of life of their families, while CDC's parenting programs help them grow as parents.

TMF's impact investors enabled us to partner with CDC and provide seed funding to offer this community-changing program. The CDC embodies purpose and courage and the power of a faithful "yes" supported by mission-driven investors.

Get Started

Open an Account

Impact Note accounts are available for individuals, churches, and clergy. Accounts may be opened with an initial investment as low as $1,000. Impact Note accounts and Equity and Bond Investment accounts are available for churches and nonprofits.

Open an Account

Meet The Investment Team

Contact an Investment Specialist

Derek Casteel Headshot

Derek Casteel, CFA

Director of Investment Services

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Sara Beltran Headshot

Sara Beltran

Assistant Vice President of Fund Administration

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RANDI

Randi Forrest

Fund Administration Assistant

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