The Presbyterian Foundation

Name

The Presbyterian Foundation

Legal name

Presbyterian Foundation

Website

https://presbyterianfoundation.org

Company type

Private

Founded year

1799

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Religious Nonprofit Financial Stewardship Services

NAICS

Grantmaking Foundations (813211)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Private Foundations (BPAGAKAA)

akta.pro secondary industry

Public Charities & Grantmaking Intermediaries (BPAGAKAE)

Keywords

• Endowment management services
• Donor-advised fund administration
• Online giving processing
• Faith-based investment management
• Church stewardship services

Headquarters

HQ city

Jeffersonville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Endowment Management Fees: The Foundation charges a fee of 0.99% on permanent endowment funds. The spending formula for permanent funds is 4.05% for 2025/2026. Donors create permanent endowment funds through irrevocable gifts of $25,000 or more.
2. Donor-Advised Fund Administration Fees: Percentage-based tier model with 0.90% annual fee on balances up to $500,000 and 0.75% annual fee on amounts over $500,000. Fees processed monthly based on prior month's closing value.
3. Online Giving Administrative Fee: 2% administrative fee on all gifts received through the Online Giving Program. No setup or monthly fees. Covers reasonable operational costs to ensure program viability.
4. Investment Management Services: Investment services through New Covenant Trust Company subsidiary, providing access to world-class investment managers and faith-based investment options consistent with Presbyterian values.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

The Presbyterian Foundation gathers, stewards, and distributes funds for mission on behalf of the Presbyterian Church (U.S.A.). It provides endowment management, donor-advised funds, online giving processing, faith-based investment services, pooled income funds, and planned/legacy giving resources to congregations, individual donors, and church-related institutions.

Product overview

The Presbyterian Foundation offers a comprehensive suite of financial services for the Presbyterian Church (U.S.A.), centered on charitable giving facilitation, endowment management, and faith-based investment solutions. The core portfolio includes Online Giving Program for electronic donations, Endowments for permanent fund management, and Donor-Advised Funds for flexible charitable giving—all supported by Ministry Relations Officers providing regional consultation. The Foundation's investment arm (Investment Services, Faith-Based Investing) and subsidiary New Covenant Trust Company provide institutional-quality portfolio management aligned with Presbyterian values. Supporting programs include Pooled Income Funds for lifetime income arrangements, Project Regeneration for church transitions, Church Financial Literacy and Leadership Program with its e-learning Academy, and Stewardship Navigator online tools. The Theological Education Fund and Church Technology Grants extend the Foundation's educational mission. Together, these products serve donors, churches, beneficiaries, mid councils, and investors through integrated web portals, regional representatives, and partner organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Online Giving Program
• Endowments
• Donor-Advised Funds
• Investment Services
• Faith-Based Investing
• Pooled Income Funds
• Presbyterian Endowment Service
• Project Regeneration
• Ministry Relations Officers
• New Covenant Trust Company
• Wills & Legacy Giving
• Theological Education Fund
• Church Financial Literacy and Leadership Program
• Capital Campaigns
• Nontraditional Assets
• IRA Distributions
• Appreciated Securities
• Church Technology Grants

Quantifiable outcome

• Over $3.1B in total assets stewarded as of 2025
• +3 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

16 partnerships are on record, tiered core and minor.

• OikocreditcoreStrategic or Co-development PartnerChurch-based organization making loans globally to economic development projects benefiting the poorest people in their societies. Part of the Foundation's impact investing initiatives.
• Opportunity Finance NetworkcoreStrategic or Co-development PartnerProvides financial capital for economic development in communities often overlooked or excluded by traditional financial structures. Part of impact investment portfolio.
• New Covenant FundscoreStrategic or Co-development PartnerFamily of faith-based mutual funds sponsored by the Foundation invested according to PC(USA) social witness principles. SEI Investment Management Company serves as investment advisor.
• Stewardship NavigatorcoreTechnology or IntegrationOnline portal offering narrative budget builder, templates, and stewardship tools for churches. Partnership provides digital resources for congregation financial management.
• Church Financial Leadership AcademycoreTechnology or IntegrationInteractive video-based e-learning platform for pastoral leaders covering church finance topics. Registration code PCUSA for access.
• Presbyterian Investment and Loan ProgramminorStrategic or Co-development PartnerPC(USA) agency providing low-interest loans to churches for energy efficiency projects. Foundation partners through environmental stewardship investment approach.
• Horizons StewardshipminorChannel Partner/ Reseller/ DistributorTraining and program partner providing stewardship education resources to churches.
• Stewardship KaleidoscopeminorChannel Partner/ Reseller/ DistributorAnnual conference partner for stewardship education and training. Annual event for church leaders focused on generosity and stewardship.
• Board of PensionsminorStrategic or Co-development PartnerPC(USA) agency providing benefits and assistance programs. Partnership through Mission Responsibility Through Investment (MRTI) engagement.
• Vanco PaymentscoreTechnology or IntegrationThird-party payment processor for the Foundation's Online Giving Program. Handles credit/debit card and electronic funds transfer processing.
• SEI Investment Management Company (SIMC)coreTechnology or IntegrationInvestment advisor to New Covenant Funds. Foundation subsidiary New Covenant Trust Company provides shareholder services and social witness principle consultation.
• Principles for Responsible Investment (UNPRI)minorStrategic or Co-development PartnerUN-supported initiative. Presbyterian Foundation is a signatory, demonstrating commitment to responsible investing practices and transparency.
• Bright Stars of BethlehemminorOthersMinistry partner supporting educational initiatives in Bethlehem.
• Near East School of TheologyminorOthersTheological education institution. Partnership through Theological Education Fund support.
• Wycliffe Bible TranslatorsminorOthersBible translation organization. Partner in mission and ministry work.
• Living Waters for the WorldminorOthersClean water ministry partner providing water systems globally.

Scale indicators4 records

Recent moves11 records

Expansion highlights6 records

Direct peers

• Episcopal Church Foundation: Provides financial development, fundraising, and leadership resources to Episcopal congregations. Comparable as a denomination-aligned foundation serving clergy and parishes with planned giving and endowment services.
• American Baptist Churches USA - Minister's Council / National Ministries: National ministries body of American Baptist Churches with comparable stewardship, planned giving, and endowment functions for affiliated congregations. Similar scale and customer profile.
• National Christian Foundation: Faith-based donor-advised fund sponsor with a national network. Closely comparable in DAF product design, faith-consistent investment options, and target donor demographic of Christian givers.
• Christian Church (Disciples of Christ) Foundation / Disciples Mission Fund: Funding arm of the Christian Church (Disciples of Christ) with similar endowment, planned giving, and regional field structure. Directly comparable mainline Protestant denominational foundation.
• ELCA Foundation (Evangelical Lutheran Church in America Foundation): Foundation arm of a mainline Protestant denomination managing endowments, gift planning, and ministry funds. Closely comparable in mission, customer base (congregations and individual donors), and product mix.
• United Methodist Church Foundation (United Methodist Financial Foundation): Denominational foundation for United Methodists offering planned giving, endowments, and investment services. Directly comparable as a single-denomination grantmaking/stewardship foundation with similar fee model, donor-advised funds, and regional field staff serving U.S. Methodist churches.

Broad incumbents

• Fidelity Charitable: Largest U.S. donor-advised fund sponsor with over $100B AUM. Comparable in DAF product, fee structure, and online portal technology; competes for the same Presbyterian donors and substantially larger and broader in market reach.
• Schwab Charitable: Major national donor-advised fund sponsor affiliated with Schwab with tens of billions in AUM. Competes on DAF fees (often lower) and integration with brokerage assets; serves cross-denominational donors.

Emerging players

• American Endowment Foundation: Donor-advised fund sponsor with lower minimums and competitive fees; competes for the same planned giving dollars. Comparable in DAF product and donor experience, less so in brand heritage.

Others

• Presbyterian Investment and Loan Program: PC(USA) sister agency providing low-interest loans to churches. Adjacent ecosystem partner rather than a direct competitor; provides capital for church property/energy projects that intersect with the Foundation's stewardship work.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pcusafoundation

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Presbyterian Foundation