Bethel Investor

Bethel Foundation Update

Bethel endowment out-performs with a 20.7% return.

Winter 2010

In these difficult economic markets, the Bethel Foundation Investment committee, chaired by Mark Orgel ’83, has developed investment strategies that have enabled the Bethel endowment to out-perform its benchmark index. In the period from January 1, 2009, to September 30, 2009, the endowment portfolio achieved a 20.7% return compared to a benchmark of 15.5%. As of December 31, 2009, the endowment was $31,661,057 and total assets under management were $58,634,005. “One of the most important advantages of the Bethel Foundation is Christian stewardship. The Foundation redirects kingdom resources back to an institution whose core mission is to produce well-trained Christian leaders.”
—Mark Orgel

For more information about the opportunities available through the Bethel Foundation in trust management, contact Angella Hjelle, Bethel Foundation executive director, at a-hjelle@bethel.edu or 651.635.1001.