Investment Resources

Invest with purpose and for your mission 

Investment Resources

Faith-aligned Investment Choices & Resources

Investment Choices

Short, Intermediate & Long Term Investment Offerings

Sustainable Investment Report

Current Wespath Sustainable Investments Report

Active and passive investments are made through Wespath Institutional Investments

Investment Portfolio/Impact Policy

Coming Soon

Impact Investments

How investments make a positive difference with competitive returns

Forms

Forms to open a New Account, Transfer funds and more

New Accounts

Contact for a simple process to open an account

Over $38 million dollars of Positive Social Purpose funds have been invested in projects in Greater New Jersey. Watch our Program Impact video to learn more

Positive Social Purpose Investments

Partners in Investing and Growing Generosity

Online DonorView Access

The Investor online portal, “DonorView” provides access to your investment accounts and contains up to date asset valuations, consolidated report options and the ability to approve withdrawals. This is a service provided by the Foundation through REN Technology.

DonorView features up to date asset valuations and account information, along with an ability to process withdrawal requests and deposits digitally through this site.