Open an Account
If you are ready open an account to support churches and growing ministries, please follow the steps below. Or call Sara Beltran or Randi Forrest toll-free at 1-800-933-5502.
Impact Notes Church or Agency |
Equity & Bond Investing for Nonprofits |
Impact Notes for Individuals |
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Step 1: Review the: Information Statement. |
Step 1: Review the: Information Statement. |
Step 1: Review the: Offering Circular. |
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Step 2: Complete the: Investment Application in which you state the terms of your investment and provide information regarding investment choices and re-investment alternatives. |
Step 2: Complete the: Investment Application form in which you state the terms of your investment and provide information regarding investment choices and re-investment alternatives. |
Step 2: Complete the: Application form or Application form for Trusts or Application form for Partners. |
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Step 3: Sign the: Investment Management Agreement. |
Step 3: Sign the: Investment Management Agreement. |
Step 3: Return the completed and signed documents along with your investment check to: Sara Beltran/Randi Forrest Texas Methodist Foundation 11709 Boulder Lane, Suite 100 Austin, TX 78726 or email to investorrelations@tmf-fdn.org |
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Step 4: Return the completed and signed documents along with your investment check to: Sara Beltran/Randi Forrest Texas Methodist Foundation 11709 Boulder Lane, Suite 100 Austin, TX 78726 or email to investorrelations@tmf-fdn.org |
Step 4: Return the completed and signed documents along with your investment check to: Sara Beltran/Randi Forrest Texas Methodist Foundation 11709 Boulder Lane, Suite 100 Austin, TX 78726 or email to investorrelations@tmf-fdn.org |
If you have questions while completing these documents, please contact Assistant Vice President, Sara Beltran at 1-800-933-5502 or sbeltran@tmf-fdn.org.