Our Annual Stewardship Report 2024 highlights how our mission-aligned investments demonstrate our commitment to doing no harm and to doing good. This report is not just a reflection of our financial performance but a testament to the measurable impact we are making in areas like climate, community, conservation, diversity, and wellness, thanks to our partnership with SouthCol Advisors.
Our mission is simple yet profound: encouraging lifelong generosity with God’s abundance. Through collaboration with donors, churches, and investment partners, we create customized plans that align with faith-based values and amplify our shared vision for a better world. Stories like that of Lyn Ridgeway, a 97-year-old retired secretary who embraced giving as a lifestyle, remind us of the joy and fulfillment that comes from generosity.
2024 Highlights: Financial and Impact Performance
- Invested Assets: As of December 31, 2024, we stewarded $102 million in assets, responsibly allocated across equity, fixed income, and cash investments.
- Mission-Driven Investments: Our portfolios exclude companies involved in harmful industries such as weapons, tobacco, gambling, and exploitative practices. Instead, we prioritize investments in companies that demonstrate strong commitments to sustainability, diversity, and community impact.
- Impact Metrics: Our equity portfolio achieved remarkable results, including 47% lower carbon emissions, 282% more exposure to affordable housing, and 83% more exposure to medical equipment for major and neglected diseases. These outcomes reflect our dedication to aligning investments with our values.
Doing Good While Doing Well
Our investment strategies are guided by three tenets: asset allocation, diversified market-based returns, and mission alignment. By avoiding harmful industries and increasing exposure to companies that prioritize sustainability, we ensure that our portfolios not only perform financially but also contribute to meaningful change.
Why Share This Report?
By sharing this report, you can inspire others to align their financial decisions with their values and make a lasting impact on the world. Whether you’re a donor, church leader, or community member, your support and advocacy can amplify our common mission.
Grounded in faith and guided by a commitment to fiduciary excellence, Midwest Methodist Foundation is proud to lead the way in mission-aligned investing. Let’s continue to work together to amplify generosity, inspire change, and build a brighter future.
Would You Like This Report Mailed to You?
Simply email us at with your name and address, ask for the Annual Stewardship Report, and we will mail the report to you.