Investment Services

Investment Services

Investing with  Kingdom purpose

The Baptist Foundation of South Carolina wholeheartedly believes that we must honor God in all areas of life, including our finances. Therefore, our investment strategy reflects a Kingdom focus that adheres to the following principles:

  • We believe that investments can remain competitive while still eliminating the things which do not bring honor to God. Ministries can rest assured their funds are not supporting and profiting companies (alcohol, tobacco, gaming, pornography, abortion, etc.) that go against Christian principles and beliefs.
  • We believe we can do more, and we must do more. Our investment strategy involves more than the typical practice of screening out investments that result in negative impact. We also take a proactive approach to investing. Redemptive Investments put our investment funds to work in things that honor God and people to include expanding Gospel impact, increasing human flourishing and creation care, and creating tools and medicine to enhance quality of life.

Every dollar entrusted to us is God’s money that has been given by Christian stewards for God’s purposes. May we be found faithful in honoring Him through each investment decision.

Our Process

Asset Allocation

How the investments are mixed is the most crucial decision in structuring any portfolio.

Downside Protection

Each portfolio is set up so that when the market takes a dip, we are impacted as little as possible. This helps us recover quicker and easier!

Transparency

Transparency is essential in all areas of investing, including management and associated fees.

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Investing Principles

Screened Investments

Your ministry can have confidence in how your funds are invested. Our investments are actively screened to avoid companies that go against Christian principles. 

Alcohol

Tobacco

Gambling

Pornography

Abortion

Development

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Real Support

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Redemptive Investments

While we screen the things we do not want ministry funds to support, we are increasing our efforts to proactively invest in the things that honor and glorify God. 

Flourishing

 

Creation Care

Fair Rent

Tenant Care

Feeding People

Widow & Orphan Care

Gospel Impact

 

Faith Integrated Companies

Christian Leaders

Tech & Healthcare

Age-suitable Devices

Ed-tech

Communication Tools

Curing Disease

Drug Pricing

Government

 

Access to Capital

Corporate Governance

Fair Employee Treatment

Development

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Real Support

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Redemptive investments money managers

See our Investments at Work

Our Investment Funds

Our Services

Screened Investments

Your ministry can have confidence in how your funds are invested. Our investments are actively screened to avoid companies that go against Christian principles. We want to honor and steward what God has given us to the best of our ability.

  • Kingdom Fund

    “The Kingdom of heaven is like a mustard seed…Though it is the smallest of all seeds, yet when it grows, it is the largest of garden plants..” Matthew 13:31-32, NIV

     

    PURPOSE

    The Kingdom Fund is designed to produce long-term growth over multiple years and changing market cycles. This strategy desires to outperform annual spending requirements, annual inflation and fees associated with investing, while managing strategic risk. This portfolio invests in stocks, bonds, real assets and alternatives.

     

    WHO SHOULD INVEST

    Investors who are tolerant of market volatility. This is an excellent fit for endowed and long-term funds.

     

    🔗Fund Facts & Returns

    Notes:  Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

  • Storehouse Fund

    “Bring the whole tithe into the storehouse, that there may be food in my house.” Malachi 3:10, NIV

     

     

    PURPOSE

    The Storehouse Fund is designed to produce growth through short-term investing cycles. This strategy desires to outperform traditional money market funds and short-term CDs. This portfolio invests in real assets, bonds and other high-quality fixed instruments.

     

    WHO SHOULD INVEST

    Investors focused on short-term income needs and a low tolerance for risk.

     

    🔗Fund Facts & Returns

     

    Notes:  Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

  • Harvest Fund

    “They sowed fields and planted vineyards that yielded a fruitful harvest.” Psalm 107:37, NIV

     

     

    PURPOSE

    The Harvest Fund is designed to produce growth of principal while generating income. This diversified portfolio invests in stocks, bonds and high-quality income producing investments.

     

    WHO SHOULD INVEST

    Investors who are tolerant of some market volatility. This is an excellent fit for ministry investments focused on future planning.

     

    🔗Fund Facts & Returns

     

    Notes:  Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

  • Money Market

    PURPOSE

    The Money Market Fund is designed to maintain cash holdings for distributable purposes. The fund is comparable to traditional bank money market funds, the goal of which is safety over income or growth.

     

    WHO SHOULD INVEST

    Investors may utilize the money market fund to invest a portion of funds for very short-term cash needs in which there is no margin for volatility. Some investors place a small portion of their total investment in a money market fund to protect that portion from potential volatility.

     

    🔗Fund Facts & Returns

     

    Notes:  Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

Kingdom Fund

“The Kingdom of heaven is like a mustard seed…Though it is the smallest of all seeds, yet when it grows, it is the largest of garden plants..” Matthew 13:31-32, NIV

PURPOSE

The Kingdom Fund is designed to produce long-term growth over multiple years and changing market cycles. This strategy desires to outperform annual spending requirements, annual inflation and fees associated with investing, while managing strategic risk. This portfolio invests in stocks, bonds, real assets and alternatives.

WHO SHOULD INVEST

Investors who are tolerant of market volatility. This is an excellent fit for endowed and long-term funds.

🔗Fund Facts & Returns

 

Notes:  Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

Storehouse Fund

“Bring the whole tithe into the storehouse, that there may be food in my house.” Malachi 3:10, NIV

PURPOSE

The Storehouse Fund is designed to produce growth through short-term investing cycles. This strategy desires to outperform traditional money market funds and short-term CDs. This portfolio invests in real assets, bonds and other high-quality fixed instruments.

WHO SHOULD INVEST

Investors focused on short-term income needs and a low tolerance for risk.

🔗Fund Facts & Returns

 

Notes:  Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

Harvest Fund

“They sowed fields and planted vineyards that yielded a fruitful harvest.” Psalm 107:37, NIV

PURPOSE

The Harvest Fund is designed to produce growth of principal while generating income. This diversified portfolio invests in stocks, bonds and high-quality income producing investments.

WHO SHOULD INVEST

Investors who are tolerant of some market volatility. This is an excellent fit for ministry investments focused on future planning.

🔗Fund Facts & Returns

 

Notes:  Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

Money Market

PURPOSE

The Money Market Fund is designed to maintain cash holdings for distributable purposes. The fund is comparable to traditional bank money market funds, the goal of which is safety over income or growth.

WHO SHOULD INVEST

Investors may utilize the money market fund to invest a portion of funds for very short-term cash needs in which there is no margin for volatility. Some investors place a small portion of their total investment in a money market fund to protect that portion from potential volatility.

🔗Fund Facts & Returns

 

Notes:  Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

About Investing

  • Options
  • Timing
  • Fees
  • Ministries maintaining investment (agency) accounts may choose to invest totally in one of the individual funds or choose a blend of funds based on individual investment objectives. The investor chooses whether earnings will be reinvested or dispersed directly to them.

     

    The Foundation can assist the church with developing an annual distribution strategy for ministry endowed and cemetery funds.

     

    Endowed and trust funds given to the Foundation to invest for the benefit of a donor’s chosen ministry or ministries are invested as prescribed by the Foundation’s trustees. Endowed funds in which the Foundation has been entrusted to manage are invested in the Kingdom Fund with an annual distribution policy that provides steady annual payments without encroachment on fund corpus (principal).

  • Funds to be invested are initially placed in the money market fund until the first business day of the month following the date the funds are received. Monies are then allocated according to the investment allocation for the account.

  • Management fees generated through investment with the Baptist Foundation of SC are some of the lowest around! 

     

    See Current Fees

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We would love to hear from you!

Together we can find ways for your ministry to make a bigger impact for the Kingdom. Reach out to us to schedule a time to talk and discuss what funds and custom plan we can create for your ministry to better steward the resources God has given you.

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