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.
TMF Impact Notes Fixed Rates for Churches* Good Through 4/26/2024
| 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: April 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.
TMF Equity & Bond Funds* Performance as of 03/31/2024
| YTD 03/31/24 | 1 yr. | 3 yr. | 5 yr. | 10 yr. | |
|---|---|---|---|---|---|
| TMF Balanced Fund | 4.37% | 12.47% | 1.56% | 6.66% | 5.90% |
| TMF US Equity Fund | 9.69% | 26.40% | 6.68% | 12.98% | 11.33% |
| TMF International Equity Fund | 2.89% | 7.97% | -2.63% | 5.07% | 4.19% |
| TMF Fixed Income Fund | 0.03% | 4.77% | -1.24% | 1.39% | 2.16% |
| TMF Inflation Protection Fund | 0.15% | 2.12% | 1.67% | 3.22% | 2.41% |
| TMF Multiple Asset Fund | 4.33% | 12.84% | 1.57% | 7.03% | 6.37% |
*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.
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.
Meet The Investment Team
Contact an Investment Specialist
Derek Casteel, CFA
Director of Investment Services
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Sara Beltran
Assistant Vice President of Fund Administration
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Randi Forrest
Fund Administration Assistant
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