Oklahoma Methodist Foundation

What Oklahoma Methodist Foundation does

Oklahoma Methodist Foundation (OMF), operating under the brand 'Lasting Good', is a 501(c)(3) nonprofit foundation established in 1946 and headquartered at 4201 N Classen Blvd, Oklahoma City. It serves the Oklahoma Annual Conference of the United Methodist Church by providing investment management, estate planning guidance, and legacy giving services to UMC churches, affiliated ministries, individuals, families, and pastors. As of 2025 the foundation stewards over $516 million in assets and distributed approximately $29.9 million that year to fund local church ministries and related causes.

The foundation's core offerings are three pooled investment vehicles — a Diversified Fund, an Endowment Investment option, and a Fixed Income fund — alongside a suite of complementary services including estate planning seminars, ministry grants, seminary and pastor scholarships (Pastor Education Fund, Call to Ministry Scholarship, Seminary Debt Reduction Grant, Cohlmia Scholarship), and named mission grants (Petree, Woodworth). Donor and account servicing is delivered through the Goodfields online statements portal, while donation processing runs on the SecureGive payment gateway. Investment performance is disclosed publicly on a quarterly basis with time-weighted, net-of-fee returns.

OMF's business model is asset-based rather than transactional. Revenue is generated from investment management of pooled church and individual funds, supplemented by donor contributions; the foundation reinvests the majority of earnings into ministry distributions, scholarships, and grants rather than maximizing profit. Go-to-market is primarily event-driven (estate planning seminars, scheduled grant cycles with fixed application windows from April through September) and relationship-driven within the UMC Oklahoma network. Geographic scope is regional, confined to Oklahoma, and the customer base is concentrated within a single denominational ecosystem.

Name

Oklahoma Methodist Foundation

Legal name

Oklahoma Methodist Foundation

Website

https://lastinggood.org

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

11–50 employees

Short description

Oklahoma Methodist Foundation (branded 'Lasting Good') is a 501(c)(3) nonprofit that manages over $516 million in investment funds, provides estate planning, and distributes grants and scholarships for Oklahoma United Methodist churches, ministries, individuals, and pastors.

Ownership category

akta.pro rank

Product category

Religious Foundation Investment Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Foundations (BPAGAKAA)

akta.pro secondary industries

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Scholarship & Fellowship Foundations and Trusts (EDADAHAC)

Keywords

• Investment management services
• Estate planning services
• Church endowment funds
• Ministry grants administration
• Legacy gift planning

Headquarters

HQ city

Oklahoma City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Services: The foundation manages investment funds for churches and individuals, stewarding resources with integrity and wisdom. They hold funds that exist to support lasting good in the world.
2. Donations and Charitable Contributions: The organization accepts donations to individual, church, and ministry funds. Donors can start new funds to invest in their communities.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Oklahoma Methodist Foundation manages investment funds (Diversified, Endowment, and Fixed Income) for United Methodist churches and related ministries, and provides estate planning guidance, seminars, legacy gift planning, ministry grants, and seminary scholarships for pastors and ministry leaders in Oklahoma. The foundation stewards over $516 million in assets and distributes funds annually to support local church and ministry work.

Product overview

Oklahoma Methodist Foundation operates as a single unified offering focused on investment management and legacy planning services. The core investment products include three fund types: Diversified Fund, Endowment Investment, and Fixed Income. The organization provides complementary services including Estate Planning Seminars, Ministry Grants, Seminary Scholarships, and Legacy Planning tools. The diversified investment funds share unified performance metrics and are managed with over 75 years of experience in stewarding resources. The organization reported total assets over $516 million with $29.9 million distributed in 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• Diversified Fund Investment fund offered by Oklahoma Methodist Foundation for churches, ministries, and individual donors. Reported performance of 9.5% QTD, 15.4% 1-YR, and 12.2% 3-YR as of June 30, 2026, net of all fees and time-weighted.
• Endowment Investment Investment option for endowments held by churches and related ministries, managed by Oklahoma Methodist Foundation. Reported performance of 9.5% QTD, 15.4% 1-YR, and 12.2% 3-YR as of June 30, 2026.
• Fixed Income Fixed income investment fund offered by Oklahoma Methodist Foundation for churches and donors seeking lower-volatility returns. Reported performance of 1.4% QTD, 4.1% 1-YR, and 5.3% 3-YR as of June 30, 2026.
• Estate Planning Seminars Educational workshops for individuals and families covering wills, trusts, and estate planning. Led by foundation staff with over 50 years of combined experience walking participants through the planning process.
• Legacy Planning Gift planning services that help individuals and donors create long-lasting support for churches or favorite ministries while offering financial benefits. Tools available at lastinglegacy.org.
• Ministry Grants Grants available to support the programs and ministry work of churches and related organizations. Application window runs from June 1 to September 15 annually.
• Seminary Scholarships Scholarship programs for ministry-related education and training, including the Pastor Education Fund, Call to Ministry Scholarship, Seminary Debt Reduction Grant, and Cohlmia Scholarship. Application window April 1 to June 15 annually.
• Petree Grant Grant providing funding for programming and missions related to care of children, youth, the aging, needy, and disadvantaged. Application period June 1 – September 15 only.
• Woodworth Grant Grant supporting missions-related endeavors locally and globally. Available to qualifying applicants in the Oklahoma Annual Conference of the United Methodist Church.

Quantifiable outcome

• Over $516 million in assets managed
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators4 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Texas Methodist Foundation: Largest United Methodist conference-affiliated foundation, serving the Texas Annual Conference with investment management, loans, and planned giving services. Closest direct comparable to OMF by structure, denomination, and service mix, though at substantially greater scale.
• United Methodist Foundation of Michigan: Conference-affiliated UMC foundation offering investment funds, endowment management, planned giving, and grants to Michigan United Methodist churches. Direct peer by structure and service offering.
• Indiana United Methodist Foundation: Single-state UMC conference foundation providing investment management, planned giving, and grants to Indiana United Methodist churches. Same operating model as OMF.
• Western Methodist Foundation: Conference-level United Methodist foundation serving West Virginia and Western Pennsylvania with investment management and legacy giving services. Directly comparable to OMF's structure and offerings.

Broad incumbents

• National Christian Foundation: One of the largest Christian-focused donor-advised fund sponsors in the U.S., serving donors across many denominations including Methodists. Broader incumbent competing for the same legacy/DAF dollars OMF pursues in Oklahoma.
• Thrivent Charitable Impact & Investing: Faith-based (Lutheran-affiliated) donor-advised fund and charitable gift planning organization. Comparable in mission-driven investing focus and donor-advised fund mechanics, though denominationally broader.
• Presbyterian Foundation: Denomination-wide foundation providing investment services, planned giving, and grants to Presbyterian congregations and members. Comparable faith-based foundation structure with analogous services to OMF.
• Fidelity Charitable: Largest U.S. donor-advised fund sponsor, offering national-scale giving accounts that compete for the same estate planning and charitable dollars OMF targets within Oklahoma. Not faith-specific but a major competitive incumbent.
• Schwab Charitable: Major national donor-advised fund platform serving high-net-worth donors with charitable planning and investment options. Competes with OMF for legacy gifts that might otherwise flow to local faith-based foundations.

Emerging players

• Church Development Fund (UMC): United Methodist-affiliated entity providing loans and investment products to UMC congregations. Adjacent comparable operating in the same UMC ecosystem with overlapping church finance services, though loan-focused rather than grant/estate-focused.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-oklahoma-united-methodist-foundation

Revenue estimate

Valuation estimate

Number of profiles

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 Oklahoma Methodist Foundation