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The Simple Solution for Ministry Funds

Makes complex investment decisions simple and provides ministries the freedom to focus on what matters most.

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“I finally have an investment fund that aligns with my financial goals and personal values”

– James P.

What is The Ministry Fund?

Christian Institutional Fund Management

The Ministry Fund is a professionally managed and morally screened investment fund designed specifically for long-term ministry dollars. It is strategically structured to provide reliable income for ministry, grow the investment to offset inflation, and remain true to Christian principles.

Christian Perspective

Holding to Christian values, The Ministry Fund seeks to avoid investing in companies that profit from activities counter to God’s Word.

Institutional Quality

Seeking the best management options, The Ministry Fund offers access to institutional fund managers and asset classes.

Reliable Income

Knowing the importance of consistent funding, The Ministry Fund is designed to provide reliable income on a quarterly basis.

Long-Term Record

Investing for over 40 years, The Ministry Fund has provided consistent investment management over multiple market cycles.

Impact Focused

Aligning our asset management with our faith, The Ministry Fund strives to include both faith integrated and human flourishing investments in the portfolio.

Competitive Fees

Valuing the importance of every dollar, The Ministry Fund labors to provide a high-quality investment solution that is sensitive to management fees.

The Portfolio

With The Ministry Fund, we are committed to managing funds from the perspective of faithful stewardship. Our goal is to help you do more for the Kingdom through the funds entrusted to your ministry.

Investing Strategy
The investment philosophy of The Ministry Fund is to provide Christian ministries an institutionally managed, biblically screened investment portfolio that provides consistent income, offsets the negative impact of inflation, and manages market volatility through appropriate diversification. The investment objective of The Ministry Fund is to provide an average return of 7.5% over a full market cycle (5-7 years). This objective enables the portfolio to pay out approximately 5% annually and retain 2.5% in the portfolio to offset inflation.
View Investment Policy
Biblical Screening
Our goal as believers is to avoid the things of the world, knowing that perfect avoidance is impossible until we stand before God.
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Institutional Management
The Ministry Fund provides the opportunity for ministries with smaller accounts to invest with institutional class managers who would normally require much larger account sizes to access their services. The Ministry Fund is managed by a host of professional institutional investment managers with a track record of outperformance. The investment managers represent a variety of different asset classes with unique investment approaches.
Diversification
The asset allocation within The Fund is driven by the overall investment objective. Specific equity, fixed income, and alternative investment asset classes are used in the portfolio at the targeted percentage for each allocation shown in the graph. Portfolio allocations are subject to change. The portfolio allocation is reviewed quarterly and is not rebalanced unless the imbalance exceeds 2%. It is recognized that market action may cause an imbalance in the interim period. However, such fluctuations are normal and acceptable.
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Income Spending Policy
Payout distributed from The Ministry Fund is based on the Income Spending Policy. The Income Spending Policy payout shall be calculated and distributed as similar to a dividend for each unit of the pool. The payout percentage will be reviewed annually with the intent to increase the payout each year unless market conditions dictate otherwise.
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Long-Term Record
The Ministry Fund was established in October of 1983. For over 40 years, The Ministry Fund has provided consistent investment management over multiple market cycles. Having weathered four significant market declines (1986, 2002, 2008, 2020), the Fund has proven its sustainability during down markets.
Deposits & Withdrawals

To make a deposit to the Ministry Fund, you can send payments by ACH, wire (contact for instructions), or check. ACH payments should go to account #31182723 at Truist Bank (routing #021052053). Checks should be mailed to

Ministry Trust, LLC,
PO Box 117475
Atlanta, GA 30368-7475.

Include account details and instructions. Gifts of stocks, mutual funds, and IRAs are also accepted. Withdrawals are processed on the 1st or 15th by mail or electronically with a signed form.

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Management Fees
The Ministry Fund is committed to providing you with the highest possible professional services at the lowest cost. The fee is 80 basis points or .80% annually on the funds under management. For example, an account valued at $10,000 would pay a fee of $80 annually. The fee is deducted from a combination of both the principle balance and the accumulated income. The principle portion of the fee is prorated and deducted on a monthly basis. The balance of the fee is deducted on a quarterly basis from the accumulative income.
View Fee Schedule
Performance Reports
The Ministry Fund performance reports below are net of all fees. Use the link below to view our reports.
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“I finally have an investment fund that aligns with my financial goals and personal values”

– James P.

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