Investments

Earn returns¹ while investing in the mission of the church.

impact investing

IMPACT NOTES

Earn 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 Equity & Bond Investments. Clergy and individuals are eligible to invest in TMF Impact Notes.

Impact Notes

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

IMPACT NOTES

Rates for Churches*

	1 yr.	2 yr.	3 yr.	4 yr.	5 yr.
Rates	4.60%	4.40%	4.20%	4.00%	4.00%
Annual Percentage Yield (APY)	4.70%	4.49%	4.28%	4.07%	4.07%

Rate available to TMF Variable Rate Note investors for the month of September: 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 Investments

Equity and bond investments through the TMF Balanced Portfolio Fund and Wespath Funds provide churches and nonprofits the opportunity for market appreciation over time.

Equity and bond investments

Wespath Funds* Performance as of 9/31/2023

	YTD 09/31/23	1 yr.	3 yr.	5 yr.	10 yr.
US Equity Fund-I Series	11.22%	19.05%	8.23%	8.18%	10.35%
International Equity Fund-I Series	2.78%	17.96%	-0.13%	2.49%	3.44%
Fixed Income Fund-I Series	0.99%	3.64%	-3.60%	0.87%	1.80%
Inflation Protection Fund-I Series	0.80%	3.56%	1.38%	2.80%	2.13%
Multiple Asset Fund-I Series	5.04%	13.05%	2.25%	4.45%	5.73%

*Earnings are reported monthly and reflect the fund’s total valuation, net of fees. Returns are based on the actual market performance of the investments within the fund.

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