Investments and Endowments | American Baptist Foundation

Planned Giving

A Comfortable Future

There is no better time to estate plan. When you do, you can wake up every day knowing that no matter what happens, you have provided for your family, friends and the ministry and mission most important to you. There is nothing more joyful or dependable.
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Donor Advised Funds (DAF)

If you like controlling the timing of your charitable giving and your income tax deduction, then a Donor Advised Fund makes sense. It's generally easy to establish and is a hassle-free way of giving to your favorite ministries and missions.
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Estate Planning Guide

It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
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Connecting People Who Care to Ministries that Matter

American Baptist Foundation was established in 1985 to provide estate planning and planned giving services and resources for the American Baptist family.
Legacy Sunday

On Legacy Sunday, you can plan a service on generosity, as well as provide informational resources to your potential donors about how they can use planned giving with the help of the American Baptist Foundation to empower your ministry and mission.
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Investments and Endowments

The American Baptist Foundation (ABF) manages financial resources exclusively for our American Baptist Family and related partners. Click here to learn more about our regional endowments and here to learn more about our new Inspirations endowment exclusively for our Founding Supporting Members. Funds are professionally managed and all investment partners have access to ABF's Strengthening Your Financial Future (SYFF) program. Click here to learn more about ABF's SYFF Resources.

Social Screens

ABF promotes Socially Responsible Investments consistent with the values of American Baptist Churches USA. Investments exclude firms primarily involved in gambling, defense, tobacco and alcohol.

Investment Choices

ABF believes in keeping it simple. There are three different portfolio options available:

Blended Portfolio - Moderate growth and risk (60% Stocks, 40% Fixed Income)
Fixed Income Portfolio - Conservative growth and rick (100% Fixed Income)
Stock Portfolio - Aggressive growth and risk (100% Stock)

Investment partners can choose the right mix to align with their investment needs.

Flexible Income and Distribution Options

ABF computes a 20-quarter average to ensure stable distribution year over year. Investment partners can reinvest or select other distribution options.

Strategic Outcomes

In addition to investment management, ABF provides complimentary program services aimed at providing greater support for ministry.

Value

What do you get for 62 basis points (0.62 of 1%)?

Administration, recordkeeping and reporting services
Online access to your accounts
Growth Resources provided through ABF's SYFF Program
First-Class customer service

ABF charges no front/back end fees or any other soft charges. Investment management fees are a flat 83 basis points.

Other Investment Information

Privacy and Confidentiality

The Foundation respects the individual and organizational need for privacy. The Foundation does not share, sell or exchange your information.

American Baptist Foundation • 420 West Germantown Pike • East Norriton • PA 19403

Ph: 610-768-2035 • Toll Free: 1-833-888-0538 • Fax: 610-768-2213 • email: abfadmin@abc-usa.org

PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.

For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

A Comfortable Future

Donor Advised Funds (DAF)

Estate Planning Guide

Connecting People Who Care to Ministries that Matter

Legacy Sunday