skip to content

Investments Open an Account

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

Step 1:
Review the:
Information Statement

Step 1:
Review the:
Information Statement

Step 1:
Review the:
Offering Circular

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
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

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

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 Sara Beltran, Assistant Vice President at 1-800-933-5502 or sbeltran@tmf-fdn.org.