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Investment Resources

September 2023 Unaudited Financials

For more information, please contact Sara Beltran, associate vice president fund administration at sbeltran@tmf-fdn.org or 800.933.5502.

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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Impact investment accounts are available for individuals, churches, and clergy. Accounts may be opened with an initial investment as low as $1000. Impact Note accounts and Equity and Bond Investment accounts are available for churches and nonprofits.

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