A lighthouse on a cliff overlooking the ocean.

Investing

Faith-screened investment options for treasury reserves and endowments.

Choose a risk profile and compare cumulative performance.

Not sure which portfolio? Take our quiz →Schedule a portfolio review

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

View details →

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

View details →

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

View details →

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

View details →

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

View details →

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

View details →

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

View details →

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. Oil prices stayed high, the 10-year Treasury yield climbed to 5.29%, and the Federal Reserve raised its policy rate for the first time since 2023.

Read the Q3 2026 review All quartersFigures as of September 30, 2026, net of fees.

Submit your investing forms

Submit online for the fastest review, or download a PDF and email it back to us.

Recommended

Submit online

Faster review, routed straight to the right team
Track status anytime in your account
Auto-saves your progress as you fill
Secure document storage and audit trail

Open the portal →

First time? Creating an account takes about 30 seconds.

Prefer paper?

Download PDF forms

Print, fill out, sign, then scan and email the completed form to staff@faith.foundation.

Need help getting started? Call us at (800) 488-4179 and our staff will walk you through submitting online or by PDF.