Investing Your Ministry’s Endowment and Bequest Gifts

Ministries that have assets to invest are challenged with the best way to invest these gifts for future generations.   Since 1958 the LCMS Foundation has helped congregations invest scholarship funds, cemetery funds, endowments and reserve accounts in diversified portfolios of bonds and stocks of the United States and around the globe.   By investing for the long-term these portfolios can potentially grow far better than low interest paying bank accounts.   LCMS Ministries are investing without the typical brokerage firm focus on Wall Street’s corporate profits and commissions.  The Foundation’s investment funds are designed for the way many ministries choose to diversify into a balance of asset classes.   

Presenter: Ralph Simon (LCMS Foundation)
Ralph Simon is Vice President of Investment Services for the LCMS Foundation.   He worked 18 years in financial services for Thrivent Financial and New York Life as a Registered Representative and with MetLife as the Institutional Case Manager for the Concordia Retirement Savings Plan.   He resides in St. Louis and is a member of Historic Trinity Lutheran Church in the Soulard neighborhood where he is currently serving as Vice President.