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
Wespath & the Foundation Investment Management
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.