Our Annual Stewardship Report 2025 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 Sisbro Folx, a group of seminarians who formed a covenant in 1975 to donate 2% of their income annually. Sisbro Folx us of the incredible power of communal generosity and long-term faithfulness.
2025 Highlights: Financial and Impact Performance
- Invested Assets: As of December 31, 2025, we stewarded $107 million in assets, responsibly allocated across equity, fixed income, and cash investments.
- Mission-Driven Investments: Our portfolios are constructed in accordance with Methodist principles as outlined in The Book of Discipline. We continue to exclude companies involved in harmful industries such as weapons, tobacco, gambling, and private prisons, while prioritizing those that demonstrate strong sustainability practices.
- Impact Metrics: Our equity portfolios achieved significant results compared to benchmarks, including 418% more exposure to renewable energy technologies, 279% more exposure to education technologies for disadvantaged groups, 222% more exposure to sustainable forestry management, and 252% more exposure to microfinance for low-income borrowers.
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, as evidenced by our investment advisor’s CEFEX and B Corp certifications, 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.