Investing with purpose – and more possibilities

For people of faith, generosity isn’t just about what we give away. It’s also found in the faithful care of all the resources entrusted to us along the way. When charitable capital is invested with wisdom and purpose, it can continue serving your generosity goals, both now and into the future. 
 
Whether you’re focused on grantmaking in the near term, preparing for a significant stewardship opportunity ahead, or growing charitable resources for extended generosity, NCF’s investment options give you more choices for your Giving Fund dollars. 

Investing through a redemptive lens

NCF’s redesigned investments are grounded in biblical principles, created by NCF’s team of Christian investment professionals, and designed around specific risk tolerance and growth-potential objectives, so you can make investment recommendations with confidence. 

NCF’s redemptive investing framework is rooted in a biblical worldview that aims to promote human flourishing – strengthening families, caring for creation, promoting health, supporting communities, combating issues like human trafficking and addiction, and protecting the sanctity of human life.  

Rather than only applying screening, this framework seeks, when possible, to direct capital toward companies and opportunities that reflect God’s heart for people and creation, while still pursuing strategic investment opportunities that can provide meaningful growth.  

The framework applies four complementary strategies working together to put charitable capital to use with discernment and purpose. These include: 

• Screening out investments that conflict with our biblical stewardship priorities 
• Engaging with companies through active ownership 
• Investing intentionally in themes that advance redemptive impact 
• Developing innovative investment opportunities that expand Christian influence 

The result is a range of investments that seek to reflect both faithful stewardship and sound construction. 

Investments built to complement your giving goals

NCF’s investment pools provide a range of options for charitable capital, each with different approaches to stability, risk, and growth potential. This allows you to choose an investment approach that reflects your priorities to purposefully steward your Giving Fund – whether emphasizing greater stability or pursuing greater growth potential to support generosity over time. 

• Stable Capital Pool: Designed for givers seeking to preserve charitable assets while maintaining flexibility for near-term grantmaking, this pool offers a competitive interest rate, benchmarked to the federal funds rate and using a tiered payout structure that balances stability and liquidity, so funds maintain a consistent value while also earning interest.  
• Fixed Income Pool: Designed for those seeking income generation and a more conservative investment approach, this pool invests primarily in high-quality, income-producing securities to help preserve capital while pursuing steady returns.  
• Balanced Growth Pool: Designed to provide a blend of growth potential and stability, this pool is a diversified portfolio approach that balances equities and fixed income for givers with moderate risk tolerance.  
• Equity Pool: Designed for givers seeking longer-term growth potential of charitable capital, this pool provides diversified exposure to global equities through NCF’s redemptive investing framework. 

Together, these pools provide flexibility for your giving timeline, while positioning charitable capital for greater impact. Read our investments brochure to learn more about all the options.

Expanding what’s possible with alternatives

Alternative investments can complement traditional equity and fixed income portfolios by providing exposure to private equity, private credit, real assets, and venture capital. Each type of exposure offers unique ways to create value, manage risk, and achieve specific goals. These investments are designed for charitable resources to remain allocated over longer periods and may provide additional diversification while supporting the potential for greater future grantmaking.

• Alternative Investments Pool: The Alternative Investments Pool (AIP) is designed for charitable capital investments in private markets that can remain committed over an extended period, in exchange for potential redemptive impact today and enhanced longer-term returns. The AIP offers broader diversification across alternative asset classes, lower investment minimums than many private market funds, and immediate entry into an established portfolio overseen by NCF in collaboration with Sovereign’s Capital Management.opens in a new tab After an initial five-year lock-up period, NCF plans to offer semi-annual liquidity windows if market conditions permit. 
• Giver-recommended alternative investments: You also have the opportunity to recommend specific private investments for NCF’s consideration, opening the door to unique, customized charitable opportunities that may advance your giving strategy and God-given vision. 

Advisor-led growth through Separately Managed Accounts

Givers with larger balances who already work with a trusted financial advisor can recommend an advisor to manage Giving Fund charitable assets through a Separately Managed Account. This ensures you get personalized guidance, matched with NCF’s expertise in charitable administration, to support your overall giving and granting goals. 

Stewardship for today ... and tomorrow

Today’s Christian givers recognize the opportunity to put charitable capital to work now, with the potential to grow over time. NCF’s thoughtfully constructed investment options provide exposure to modern markets, supporting both today’s generosity and tomorrow’s giving. 
 
Behind these charitable investment portfolios is a team with deep experience across public and private markets, united by a shared commitment to serving you with excellence, integrity, and biblical values. 

Continue your generosity journey

Generosity doesn’t need to pause while charitable assets are invested. With NCF’s professionally managed, biblically rooted, and redesigned investments, a Giving Fund can continue supporting your vision for greater impact even as you continue giving and granting today. 

Whether you’re preparing to make grants next month or planning for future charitable giving, every dollar deserves thoughtful stewardship. You’re investing in mission, and NCF’s investments can help you live out that calling with intention and confidence. 

Ready to explore which investment options fit your giving goals? Connect with your local NCF team to get started.

Mike Shields

As Chief Investment Officer and Executive Vice President of Investments, Mike leads the strategy for NCF’s investments team. With more than three decades of expertise in structuring high-quality investment portfolios, he brings extensive executive leadership experience to NCF.

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