Fund Management

Endowment Services Program

The Lutheran Foundation established an Endowment Services Program to invest funds on behalf of our Lutheran congregations, schools and ministries. Endowment fund participants can access information online. This access provides information regarding fund balances, deposits, and disbursements.

Statements for the previous month will be uploaded to the Endowment Portal by the last day of the current month. The only exception to this is the June and November statements which will be delayed. The June statement delay is due to The Lutheran Foundation’s fiscal year-end audit and the November statement delay is due to the office being closed for the holiday.

Restricted Funds

The Lutheran Foundation manages a variety of restricted funds, healthcare and nursing scholarships funds, Heart and Kidney Transplant Patient Assistance Funds, and estate funds. Disbursements are made according to guidelines established for each fund.

Donations

The Lutheran Foundation accepts donations to restricted and unrestricted funds. Unrestricted funds are used for our charitable grantmaking.

For additional information about the Endowment Services Program, Restricted Funds or Donations, email Terri Kortokrax or call (260) 458-2112 ext 302.