The LCMS Foundation serves as trustee for individual life income agreements and endowments. The Foundation also acts as custodian for congregations, colleges, seminaries, auxiliaries and other related service organizations of The Lutheran Church—Missouri Synod. Several different investment vehicles or funds have been established to provide a wide array of investment opportunities that can meet the needs of various investment goals. Preference FundsThe Preference Funds form the primary investment portfolios for the Foundation’s investment program as they provide the specific investment vehicles used by both the Standard Funds and Trust Funds. They are diversified within to maximize return and minimize risk. They also allow custodial accounts the greatest flexibility to tailor their investment programs to meet specific investment objectives. The five Preference Funds include:
For more information about the Preference Funds, see the Adobe Acrobat (PDF) file: See also: Standard FundsThe Standard Funds have been structured to provide custodial customers with differing risk preferences and time horizons a series of options designed to meet individual investment objectives. They are diversified within to maximize return and minimize risk. The six Standard Funds include:
The Standard Funds utilize various investment allocations among the Foundation
Preference Funds, providing various degrees of liquidity, income and growth.
For more information about the Standard Funds, see the Adobe Acrobat (PDF)file: See also: Trust FundsThe Trust Funds were created to facilitate the management of individual trusts and are used exclusively for the investment of charitable remainder trusts. These trusts can have different investment objectives, depending on a number of different factors. The most appropriate Trust Fund is used to meet these different investment objectives. The six Trust Funds include:
The Trust Funds utilize various investment allocations among the Foundation
Preference Funds, providing various degrees of income
and growth. The Income Trust Funds are used with Flip Trusts and older Net
Income Trusts. The Total Return Trust Funds are used
with Straight Unitrusts and Annuity Trust. For more information about the Trust Funds, see the Adobe Acrobat (PDF)file: See also:
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