February 2025
For more information, please contact Sara Beltran, associate vice president fund administration at sbeltran@texasmethodistfoundation.org or 800.933.5502.
Derek Casteel, CFA
Director of Investment Services
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Sara Beltran
Assistant Vice President Investor Services
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Randi Forrest
Investor Services
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Get Started
Open an Account
Impact investment accounts are available for individuals, churches, and clergy. Accounts may be opened with an initial investment as low as $1000. Impact Certificate accounts and Equity and Bond Investment accounts are available for churches and nonprofits.
