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Investing

Faith-screened investment options for treasury reserves and endowments.

Choose a risk profile and compare cumulative performance.

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Screened portfolios

Faith-aligned investment options screened against denominational guidance: ESG criteria, fossil-free choices, and exclusion of conflict-related holdings.

Advisory service for every ministry

Investment and planned-giving strategists assigned to every ministry, with monthly packets, commentary, and board-ready reporting.

Resources & workshops

Tools, services, and workshops to help faith communities grow their funding, from planned giving and stock gifts to guides for treasurers and pastors.

Compare our portfolios

Grouped by risk profile: higher risk first, lower risk below. Each profile offers a Diversified option and a Fossil Free option.

Aggressive

Portfolios aligned to a aggressive mandate.

DiversifiedAggressive

Diversified Aggressive Portfolio

The Diversified Aggressive Portfolio uses a blend of 85% equities and 15% fixed income instruments. It employs a blend of passive and active strategies for stock selection, and uses actively managed bond funds. This blend experiences more volatility than the Foundation’s other portfolios, with higher expected long-term returns. It works well for investment committees that wish to maximize their overall return and who are impervious to short or medium-term downturns in the markets. It is designed for large accounts with long time horizons such as permanent endowments.

Allocation

85%Equities
15%Fixed Income

YTD

10.42%

1 YR

12.08%

3 YR

14.80%

5 YR

5.87%

10 YR

8.98%

As of Sep 2026 · annualized

endowmentperpetual foundation funds

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Fossil FreeAggressive

Fossil Free Aggressive Portfolio

The Fossil Free Aggressive Portfolio uses a blend of 70% equities and 30% fixed income instruments. Its equity allocation tracks the MSCI World index, while excluding companies whose share prices are based on proven reserves and Palestinian conflict companies. This allocation offers slightly higher volatility and greater expected long-term returns than the Foundation’s other fossil-free options. It is designed for accounts with long time horizons such as permanent endowments.

Allocation

70%Equities
30%Fixed Income

YTD

6.26%

1 YR

8.57%

3 YR

15.61%

5 YR

7.55%

As of Sep 2026 · annualized

endowmentlong-term reservesperpetual foundation funds

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Moderate

Portfolios aligned to a moderate mandate.

DiversifiedModerate

Diversified Moderate Portfolio

The Diversified Moderate Portfolio uses a blend of 65% equities and 35% fixed income instruments. It employs a blend of passive and active strategies for stock selection, and uses actively managed bond funds. This allocation balances risk and reward, delivering strong long-term returns without extreme volatility. It is designed for long-term investments and endowments.

Allocation

65%Equities
35%Fixed Income

YTD

7.68%

1 YR

9.20%

3 YR

12.27%

5 YR

4.50%

10 YR

7.20%

As of Sep 2026 · annualized

endowmentplanned giving proceedslong-term reserves

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Fossil FreeModerate

Fossil Free Moderate Portfolio

The Fossil Free Moderate Portfolio uses a blend of 65% equities and 35% fixed income instruments. Its equity allocation passively tracks the MSCI World index, while excluding companies whose share prices are based on proven reserves and Palestinian conflict companies. Its fixed income allocation is actively managed. This allocation balances risk and reward, delivering strong long-term returns without extreme volatility. It is designed for long-term investments and endowments.

Allocation

65%Equities
35%Fixed Income

YTD

5.49%

1 YR

7.70%

3 YR

14.75%

5 YR

6.93%

As of Sep 2026 · annualized

endowmentplanned giving proceedslong-term reserves

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Conservative

Portfolios aligned to a conservative mandate.

DiversifiedConservative

Diversified Conservative Portfolio

The Diversified Conservative Portfolio uses a blend of 50% equities and 50% fixed income instruments. It employs a blend of passive and active strategies for stock selection, and uses actively managed bond funds. This balance reduces both the portfolio’s volatility and its expected long-term returns relative to the Foundation’s other investment options. It is designed for faith communities who are risk-averse due to shorter than average time horizons.

Allocation

50%Equities
50%Fixed Income

YTD

5.62%

1 YR

6.98%

3 YR

10.74%

5 YR

0.39%

10 YR

6.38%

As of Sep 2026 · annualized

endowmentlong-term reservescapital campaign proceeds

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Fossil FreeConservative

Fossil Free Conservative Portfolio

The Fossil Free Portfolio uses a blend of 50% equities and 50% fixed income instruments. Its equity allocation passively tracks the MSCI World index, while excluding companies whose share prices are based on proven reserves and Palestinian conflict companies. Its fixed income allocation is actively managed. This balance reduces both the portfolio’s volatility and its expected long-term returns relative to the Foundation’s other investment options. It is designed for faith communities who are risk-averse due to shorter than average time horizons.

Allocation

50%Equities
50%Fixed Income

YTD

3.17%

1 YR

5.11%

3 YR

12.18%

5 YR

5.10%

As of Sep 2026 · annualized

endowmentcapital campaign proceedslong-term reserves

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Stable Value

Portfolios aligned to a stable value mandate.

Stable ValueStable Value

Stable Value Portfolio

The Stable Value Portfolio is designed to keep up with inflation while providing a high level of liquidity and minimal market fluctuation. It is invested in FDIC-insured CDs and US Treasuries with laddered maturities of 1 to 3 years. It also holds senior secured loans made to faith communities in the Northwest. It is designed for rainy-day funds.

Allocation

84%Fixed Income
16%Cash

operating reservesshort-term liquidityemergency fund

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Quarterly Portfolio Review

Quarterly Portfolio Review, Third Quarter 2026

A technology-led selloff in July, the best-performing August since 2021, and a difficult September in which energy and a few large technology companies rose while most other sectors fell. Bonds fell too, and the Federal Reserve raised rates for the first time since 2023.

Read the Q3 2026 review

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