Professional Investment Management

The Foundation provides short-term cash management and long-term investment/endowment management services to churches, agencies and institutions of the Louisiana Baptist Convention.

Helping Churches Financially

Currently, three separate pools or funds offered by the Foundation, each with a different purpose and objective. These are:

SHORT TERM FUND

• Investment objective: Maximize current yields, assume minimal risk
• Alternative to savings account at banking institutions
• Competitive interest rate earned on average daily balance
• Use for cash management /short term investment
• Daily liquidity via check or electronic transfer
• No minimum balance

For current rate and more information, click here.

DIVERSIFIED INCOME FUND

• Investment objective: Provide income and long‐term positive return with low volatility and risk
• Conservative, income‐oriented investment option
• Asset allocation weighted toward bonds for income, smaller portion in value stocks for diversification/capital growth
• Subject to market fluctuation
• Offers monthly liquidity

GROUP INVESTMENT FUND

• Investment objective: Maximize balanced, diversified total rate of return while assuming conservative, reasonable risk
• Louisiana Baptist Foundation primary investment vehicle for endowment (long‐term) investing
• Balanced fund of primarily stocks with smaller portions of bonds, cash.
• Alternative investments (MLP’s, covered calls, preferred stock, etc.) are also utilized
• Subject to market fluctuation
• Offers monthly liquidity

We are excited to be helping churches financially!

CONTACT the Foundation for more information.

Pulpit Opportunities and Small Group Presentations

Dr. Jeffrey Steed, Louisiana Baptist Foundation Executive Director, is available to present a message of stewardship to your congregation that includes stewardship of personal assets and property. The message can be presented during Sunday morning or evening worship as well as mid-week services.

Also, a Foundation representative can deliver a presentation of Estate Stewardship to senior adult gatherings, small group meetings or other interested groups in your church.

Seminars

The foundation currently offers three seminars for helping churches financially. These can be tailored to the size group and schedule of your ministry;

House In Order – A 60-minute presentation covering valuable estate planning information for all adult groups in your church. This presentation teaches participants Biblical stewardship principles necessary to create a Christ-centered estate plan. View the House In Order outline here.

Special Gifts  – Overview of the types of gifts that can be used to benefit ministry. Approximately 25-30 minutes.

Estate Stewardship Workshop – Interactive workshop to encourage members to begin or complete the process of creating an estate plan that cares for family, but may also leave a legacy

CONTACT the Foundation for more information.

We Can Manage Endowments, Trusts, and Scholarships

If your church has been the recipient of an endowment, has a scholarship fund or other restricted use fund, the Foundation can assist you in managing these assets. The Foundation can provide investment management tailored to the need of the fund and provide accounting, reporting and disbursement service as well.

Pass Through Gifts

Donor’s often desire to make gifts of assets other than cash, usually in the form of stock or real estate. The Louisiana Baptist Foundation can assist Louisiana Baptist churches and institutions with these situations.

The Foundation can receive the asset, effect the sale, then after deducting any costs associated with the sale, pass the net proceeds through to the ministry chosen by the donor.

CONTACT the Foundation for more information.