Trusts and Endowments

Published on April 10th, 2015

The LCMS Foundation believes that long-term investment objectives will be achieved through prudent management of risks associated with long-term rewards. While the preservation of capital is important, varying degrees of investment risk should be rewarded with compensating returns. Thus, prudent risk taking is justifiable. Investment strategies for the Foundation will seek to achieve total rates of return that exceed the appropriate market benchmarks and will incorporate effective risk controls.

Please carefully review the following documents and if you have questions, contact Andy Behrmann to learn more and get started. Contact Andy at 317-374-2866 or at

Investment Options

Endowment Funds

Custodial Account Survey and Questionnaire

Custodial Account Investment Worksheet

Congregational Custodial Account Agreement