Church Funds Management

Investment fund accounts can be uniquely tailored to fit a church's investment objective specific to risk aversion and both long and short-term horizons.

This Christian values-based investment fund options provide an excellent opportunity to accumulate dollars for ministry by creating equity and fixed income portfolios that have the potential to outpace traditional savings accounts and certificates of deposit. These funds are offered at competitive market value-based fees with no penalties whatsoever.

Whether your organization is saving in the midst of a building campaign or wants to make the most of its available ministry dollars, The Baptist Foundation of Oklahoma and its Church Funds Management program can help you meet your investment goals.

Please e-mail churchfundsmanagement@bfok.org for more information. Or call 800.949.9988 or 405.949.9500.

All of the downloads below require the Adobe® Acrobat® Reader. Click here to download a free copy.

Master Agreement.pdf
The Master Agreement contains the provisions that govern all of the entity's CFM accounts with the Foundation. It also contains contact information between the entity and the Foundation. The Master Agreement needs to be signed by authorized individuals from both the entity and the Foundation.
Investment Options and Allocation Form.pdf
The Investment Options and Allocation Form contains a complete list and a brief description of all investment options available to investors through the Foundation's Church Funds Management program. This form is used by the entity to allocate the funds invested among the various options, including CBL Term Investments and Market Investments. This form also allows the entity to list those individuals authorized to discuss and process transactions specific to an account. An Allocation form is required for each account maintained by the entity.
Policy and guidelines.pdf
The Church Funds Management Policy and Guidelines contains the overall governing policies and provisions of the Church Funds Management program of the Foundation.

Disclosures

Long-term church investments are subject to short-term market volatility.
Past performance does not guarantee future returns
Investments are not insured against loss or guaranteed by the Foundation or the FDIC
Investment portfolios have not been registered with, approved or disapproved by the Securities and Exchange Commission or any state regulatory authority.