Texas Presbyterian Foundation
Texas Presbyterian Foundation is a 100-year-old Irving, Texas-based nonprofit that provides active pooled investment management and legacy giving services to roughly 500 churches, nonprofit institutions, and individual donors across more than 30 U.S. states.
- Company typePrivate
- Founded1925
- HeadquartersIrving, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Texas Presbyterian Foundation does
Texas Presbyterian Foundation (TPF) is a private nonprofit organization founded in 1925 and headquartered in Irving, Texas, that delivers active investment management and legacy giving solutions to approximately 500 partner organizations and individual donors across more than 30 U.S. states. Its primary constituents are churches, nonprofit institutions, and individuals/families seeking to preserve and grow endowments or charitable assets, with named partners spanning Presbyterian congregations (First Presbyterian Church of Bryan Foundation, Second Presbyterian Church of Little Rock), social services (Presbyterian Night Shelter, Presbyterian Children's Homes and Services, Vera Lloyd), education (Schreiner University), camps (Presbyterian Mo-Ranch Assembly), and youth services (YMCA of the Rockies).
The organization's core product suite comprises 13 Pooled Investment Funds spanning balanced (fund-of-funds), U.S. large-cap (core, value, growth), small-cap, international, and emerging markets equity, fixed income (core and short duration), money market, real assets, and real estate. Fund-of-funds architecture aggregates multiple underlying active managers including BlackRock, Lazard, William Blair, Sands Capital, Principal Global, Kayne Anderson, Eagle Capital, Artisan, Silchester, and others, with investment consulting provided by Segal Marco Advisors. TPF's legacy giving product set includes Donor-Advised Funds, charitable gift annuities, the TPF Legacy Builder educational resource (tpflegacybuilder.org), and a Planned Giving Calculator. Operational access is delivered through two web portals: the TPF Hub (partner request portal) and the Client Reporting Portal (statements and account details), backed by enterprise-class cybersecurity controls. As of December 1, 2025, the alternative-strategy Diversified Strategies Fund was closed and the Balanced Fund reallocated toward Real Estate and Real Assets, alongside the launch of the TPF Centennial Endowment Fund to mark the organization's 100-year anniversary.
TPF's business model is centered on low-net-cost investment management fees, with operating expenses offset by its own Trustees' Endowment Fund and third-party portfolio costs charged directly to pooled investment portfolios rather than marked up. Customer-facing pricing features a $100 minimum account opening, and services are sold through direct relationship managers (e.g., Stefanie Marsden, Jake Wilson), supported by self-service digital portals, downloadable resources, and a multi-channel content marketing program including blog, webinars, partner stories, and a collateral order system. There is no parent company, no external ownership, and no equity capital structure; governance is vested in a Board of Trustees and Board of Directors.
Texas Presbyterian Foundation firmographics
Firmographics- Name
- Texas Presbyterian Foundation
- Legal name
- Texas Presbyterian Foundation
- Website
- https://tpf.org
- Company type
- Private
- Founded year
- 1925
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Texas Presbyterian Foundation is a 100-year-old Irving, Texas-based nonprofit that provides active pooled investment management and legacy giving services to roughly 500 churches, nonprofit institutions, and individual donors across more than 30 U.S. states.
- Ownership category
- akta.pro rank
Texas Presbyterian Foundation industry classification
Industry- Product category
- Nonprofit Investment Management
- NAICS
- Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Grantmaking and Giving Services (81321), Grantmaking and Giving Services (8132)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)
- akta.pro secondary industries
- Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Philanthropic & Charitable Trust Services (FSAAANAI), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)
Keywords
Where Texas Presbyterian Foundation is headquartered
LocationHeadquarters
- HQ city
- Irving
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Texas Presbyterian Foundation business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain
Revenue model
- Investment Management Fees: TPF charges fees for managing pooled investment funds for churches, nonprofits, and institutions. Services are delivered at low net cost without added fees or markups. The organization is powered by its own Trustees' Endowment Fund, which helps offset operating expenses.
- Third-Party Portfolio Costs: Overhead and third-party fees are charged to pooled investment portfolios rather than being markup up, keeping costs low for partners.
- Gift Annuity Income: TPF issues charitable gift annuities that provide donors with guaranteed monthly income while managing the invested assets. Bill Blair established 23 gift annuities with initial value of $2.4 million through TPF.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Minimum investment account opening |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Texas Presbyterian Foundation product offering
Product offeringCore offering
Texas Presbyterian Foundation (TPF) is a nonprofit that provides active investment management services through a suite of 13 Pooled Investment Funds and offers legacy giving solutions including Donor-Advised Funds and charitable gift annuities to churches, nonprofit organizations, institutions, and individual donors. Services are delivered at low net cost via direct relationship managers, secure web portals, and free educational resources, with only a $100 minimum to open an investment account.
Product overview
Texas Presbyterian Foundation offers a suite of Pooled Investment Funds and legacy giving solutions designed for churches, nonprofits, and individual donors. The investment portfolio includes 13 distinct funds spanning balanced, U.S. equity (large cap growth, value, and small cap), non-U.S. equity (international and emerging markets), fixed income (core and short duration), money market, and tangible assets (real assets and real estate). The TPF Balanced Fund serves as a fund-of-funds aggregating multiple underlying funds. Legacy giving services include Donor-Advised Funds and free tools like the TPF Legacy Builder educational resource and Planned Giving Calculator. Partner access is provided through the TPF Hub and Client Reporting Portal. The minimum investment account opening is $100.
Differentiator
Problem solved
Functional benefit
Products and services
- TPF Balanced Fund A 'fund of funds' that holds interests in most other TPF funds (excluding the Money Market Fund) in proportions determined by the Board of Trustees' Investment Committee. Diversified approach aimed at balancing risk and return for partners seeking steady growth with moderate risk.
- TPF Large Cap Equity Fund A broadly diversified portfolio of mostly U.S. and some international stocks seeking to provide opportunities for long-term capital growth while avoiding speculation and undue risk; suited to partners seeking exposure to established companies with strong growth potential.
- TPF Large Cap Value Equity Fund Uses a value-based approach in a broadly diversified portfolio of mostly U.S. and some international stocks to provide long-term capital growth by focusing on undervalued stocks for value-oriented partners.
- TPF Large Cap Growth Equity Fund Seeks to exceed the Russell 1000 Growth Index over three- to five-year market cycles with lower risk than the benchmark (volatility of returns); designed for growth-oriented partners seeking to maximize capital over time.
- TPF Small Cap Equity Fund A blended-style portfolio of small U.S. companies allocated among managers with distinct growth, value, and core strategies; for partners seeking exposure to potential of small-cap stocks.
- TPF International Equity Fund A broadly diversified portfolio of large, high-quality, non-U.S. companies held as ordinary shares traded on securities exchanges worldwide or as American Depository Receipts (ADRs) on U.S. exchanges; designed for partners seeking global diversification.
- TPF Emerging Markets Fund Seeks enhanced long-term capital growth as part of a broadly diversified portfolio by investing in stocks of companies domiciled in countries with less developed economies across Central and South America, Africa, Asia, and the former Soviet bloc.
- TPF Fixed Income Fund An actively managed diversified bond portfolio consisting principally of high-quality, investment-grade corporate, mortgage, asset-backed, and limited high-yield securities; suitable for partners seeking reliable income with lower risk.
- TPF Short Duration Income Fund A diversified portfolio of high-quality, short-maturity government and corporate bonds, mortgages, and other fixed income instruments seeking reasonable current yields consistent with expected low volatility; ideal for partners needing stable returns with lower interest-rate risk.
- TPF Money Market Fund Seeks a competitive rate of current income with maximum safety and liquidity; targeted at conservative partners looking to preserve capital.
- TPF Real Assets Fund A diversified portfolio including liquid, inflation-sensitive assets/strategies. Real Asset strategies tend to be positively correlated with unanticipated inflation, making this fund a valuable hedge against inflationary pressures; on 2025-12-01 the allocation was rebalanced to 50% Lazard Asset Management and 50% Principal Global Investors LLC.
- TPF Real Estate Fund A diversified co-mingled portfolio including core institutional-quality, income-producing U.S. real properties; an option for partners looking to invest in the stability and income potential of real estate.
- Donor-Advised Funds A flexible, timely giving vehicle allowing donors to support various charitable organizations with the opportunity to give anonymously, providing an alternative to a private foundation and facilitating a giving legacy between generations with an immediate charitable tax deduction.
- Charitable Gift Annuities TPF-issued charitable gift annuities that provide donors with guaranteed monthly income while TPF manages the invested assets; supports planned income, tax benefits, and a final charitable gift (e.g., Bill G. Blair opened 23 gift annuities with $2.4 million initial value, leaving approximately $2.3 million to the University of Tulsa).
Quantifiable outcome
- Low net costs without added fees or markups
- +3 more outcomes
Companies that use Texas Presbyterian Foundation
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Texas Presbyterian Foundation technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Texas Presbyterian Foundation partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core and minor.
- Segal Marco AdvisorscoreInvestment consulting and advisory partner providing research, manager evaluation, and portfolio analysis. TPF collaborates with Segal Marco Advisors for quarterly performance reviews, asset allocation decisions, and market outlook discussions. Keith Reynolds and Alan Kosan from Segal Marco regularly participate in TPF's Word on the Street webinars.
- Lazard Asset ManagementcoreInvestment manager for TPF Real Assets Fund infrastructure strategy. Allocation rebalancing moved to 50% Lazard Asset Management and 50% Principal Global Investors LLC.
- Principal Global Investors LLCcoreInvestment manager for TPF Real Assets Fund. Real Assets Fund allocation rebalancing resulted in 50% to Principal Global Investors LLC (real assets) and 50% to Lazard Asset Management.
- RoundTable TechnologyminorTrusted technology partner providing cybersecurity and AI guidance for nonprofits. RoundTable Technology collaborated on the 'Empowering Nonprofits: Safeguarding Data and Harnessing AI for Good' webinar and provides ongoing technology consulting support.
- Sands Capital ManagementcoreActive equity manager within TPF's portfolio, adapting strategies in response to current market conditions with selective exposure to growth and innovation sectors.
- William BlaircoreActive equity manager contributing to TPF fund performance. Manager is adapting strategies for market volatility while maintaining long-term investment fundamentals.
- Kayne AndersoncoreAlternative investment manager within TPF's portfolio, carefully balancing risk and reward in active equity strategies.
- BlackRockcoreAsset manager contributing to TPF fund strategies for combating market volatility and providing portfolio stability.
- LSV Asset ManagementcoreActive equity manager within TPF's International and Emerging Markets strategies, adapting approaches in response to market conditions.
- Eagle Capital ManagementcoreActive equity manager within TPF's Large Cap strategy, maintaining long-term view despite short-term market volatility.
- Disciplined Growth InvestorscoreActive equity manager within TPF's growth strategies with disciplined approach to investing.
- Burgundy Asset ManagementcoreActive equity manager contributing to TPF's value-oriented investment strategies.
- ArtisancoreActive equity manager within TPF's International Equity Fund, contributing to recent strong performance.
- SilchestercoreActive equity manager within TPF's portfolio with focus on long-term value investing.
- Wasatch Global InvestorscoreActive equity manager within TPF's Small Cap strategy, contributing to long-term value.
- RBC Global Asset ManagementcoreActive equity manager within TPF's portfolio, adding value through selective exposure strategies.
Scale indicators12 records
Recent moves8 records
Expansion highlights5 records
Texas Presbyterian Foundation competitors and assessment
Company assessmentDirect peers
- The Signatry: A Christian donor-advised fund and kingdom-focused giving service that helps families and individuals structure multi-generational charitable giving. Directly comparable faith-based legacy giving and DAF offering.
- Barnabas Foundation: Christian foundation providing charitable planning services, donor-advised funds, and gift planning to individuals and families seeking faith-aligned legacy giving strategies. Closely comparable mission and service mix.
- GuideStone Financial Resources: Southern Baptist-affiliated financial services organization providing retirement, investment, and insurance products to pastors, church staff, and institutions — directly comparable faith-based investment steward serving a denomination.
- Christian Community Foundation: Faith-based community foundation providing donor-advised funds, endowments, and legacy giving services for Christian individuals, families, and nonprofits — directly comparable faith-aligned giving platform.
- General Board of Pension and Health Benefits (Wespath): United Methodist Church-aligned investment manager administering pension, healthcare, and institutional investment services for church-related entities — comparable faith-aligned institutional investment steward.
- Presbyterian Church (U.S.A.) Foundation: The denomination-level Presbyterian foundation providing investment management, planned giving, and donor-advised funds to PC(USA) congregations, mid-councils, and individuals — directly comparable to TPF in mission, products, and target partner base.
- National Christian Foundation: One of the largest Christian donor-advised fund sponsors in the U.S., offering giving accounts, investment solutions, and legacy planning for faith-aligned donors and nonprofits. Closely comparable legacy-giving business model to TPF.
Broad incumbents
- Fidelity Charitable: The largest donor-advised fund sponsor in the U.S., operating at massive scale. While secular and much larger, it competes directly for planned giving and DAF dollars in the same donor pool TPF addresses.
- Schwab Charitable: One of the largest donor-advised fund sponsors in the U.S. with broad investment menu and low fees. A secular broad incumbent that competes with TPF for endowment and DAF relationships with faith-aligned donors.
- Thrivent Financial: A Fortune-500 faith-based financial services organization offering investment management, annuities, insurance, and donor-advised funds to Christian individuals and congregations. Much larger incumbent in the same faith-aligned investment niche.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Texas Presbyterian Foundation social profiles
Digital presenceTexas Presbyterian Foundation financial estimates
Financial estimateRevenue estimate
Valuation estimate
Texas Presbyterian Foundation leadership team
Management profileNumber of profiles
Profiles7 records
Texas Presbyterian Foundation funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Texas Presbyterian Foundation M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Texas Presbyterian Foundation
What does Texas Presbyterian Foundation do?
Texas Presbyterian Foundation (TPF) is a nonprofit that provides active investment management services through a suite of 13 Pooled Investment Funds and offers legacy giving solutions including Donor-Advised Funds and charitable gift annuities to churches, nonprofit organizations, institutions, and individual donors. Services are delivered at low net cost via direct relationship managers, secure web portals, and free educational resources, with only a $100 minimum to open an investment account.
Is Texas Presbyterian Foundation a public or private company?
Texas Presbyterian Foundation is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Texas Presbyterian Foundation founded?
Texas Presbyterian Foundation was founded in 1925. It employs 11 to 50 people.
Where is Texas Presbyterian Foundation based?
Texas Presbyterian Foundation is headquartered in Irving, United States, in the North America region.
How does Texas Presbyterian Foundation make money?
Three revenue lines are on record. Investment Management Fees are the primary driver. The others are third-Party Portfolio Costs and gift Annuity Income.
Who are Texas Presbyterian Foundation's main competitors?
Direct peers on record are The Signatry, Barnabas Foundation, GuideStone Financial Resources, Christian Community Foundation, General Board of Pension and Health Benefits (Wespath), Presbyterian Church (U.S.A.) Foundation and National Christian Foundation. Broad incumbents are Fidelity Charitable, Schwab Charitable and Thrivent Financial.
Does Texas Presbyterian Foundation have an API?
No public API is recorded for Texas Presbyterian Foundation.
What industry is Texas Presbyterian Foundation in?
Texas Presbyterian Foundation's product category is Nonprofit Investment Management. Its primary akta.pro industry code is FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments), with a secondary code of FSAEAKAH, Charitable Giving & Philanthropic Trust Advisory. Its NAICS code is 813 and its SIC code is 8742.