About

 

 

The mission of COF is revisioning:  assisting nonprofits to efficiently and effectively steward ministry activities and resources in a manner that is impactful in this age and the next.  To accomplish this mission, COF is a Registered Investment Advisory firm, able to serve the financial stewardship goals of churches, schools, and other nonprofits throughout the country.  The Foundation offers: free comprehensive estate and financial plans and planning services to pastors and church workers; free endowment management and strategic financial planning to churches, schools and other nonprofits; and a further goal of the Foundation is to reduce costs wherever possible for churches, schools and nonprofits when investing or borrowing capital for mortgages and projects.  The Foundation is skilled at providing investment advice to private clients, non-profits, trusts and endowments.  COF also provides a broad range of services including traditional and alternative equity and fixed income strategies, portfolio management, and retirement plan advisory services.  COF offers a broad platform of nonproprietary investment choices to accommodate the evolving needs of our clients.  Brokerage accounts are held in custody by TD Ameritrade Institutional, pending Charles Schwabb acquisition.


Anne Lee, Attorney  Martin Lee, Financial AdvisorMartin E. Lee, Licensed Principal (Series 24, 7, 63 and 65) As Executive Director and Chief Investment Officer, Martin understands that God works through people as a means to accomplish His mission. He focuses on empowering and encouraging leadership teams and defining ministry processes to better promote the Gospel.  He delivers professional development and adaptive leadership training for implementing renewal, revitalization or redevelopment intervention strategies.  Further, Martin understands the financial and economic needs within the religious nonprofit community working as a pastor and a financial professional in both for over two decades. He has a wealth of knowledge and experience providing economic and financial solutions to the unique challenges in this community; specifically, in churchworker financial planning, endowment management, employee compensation plans, employee retirement plans, and capital acquisition (e.g. fundraising).  He has had direct fiduciary oversight of $50 million in endowment and private client investments on platforms at UBS PaineWebber, LPL Financial, and TD Ameritrade.  Martin is committed to building up the community of faith through organizational stewardship: promoting low cost (or no cost) financial planning for churchworkers; low cost (or no cost) investment management services for churches and schools; and, the continued cultivation of healthy innovations in the day-to-day operational side of ministry.  Curriculum Vitae


Anne R. Lee, J.D.  -  As President and Chief Communications Officer, Anne grew up in Papua New Guinea, on the mission field, and is motivated to help church workers in any way that enables them to best serve the Lord in their God-given vocations. Anne provides the Foundation with oversight in program development, print communications, and public presentation writing.  She drafts/prepares educational seminars, business proposals, reports, contracts, job descriptions, and employee manuals, including procedures, policies, and goals.  Prior to her work with Church Organizers Foundation, Anne worked in affiliation with independent broker/dealer and registered investment advisory offices since 2004, with gradually increasing responsibilities: as a sales assistant, office manager, operations manager, and document preparer in affiliation with Linsco/Private Ledge, Sigma Financial, Trustmont Financial and LPL Financial.    Anne graduated cum laude from Western Michigan University Cooley Law School, where she wrote for the Thomas M. Cooley Journal of Practical and Clinical Law, and was admitted to the Michigan State Bar in 2013Areas of expertise include estate planning, business negotiations, contracts, and nonprofit civil liability.  During her undergraduate studies at Purdue University, Anne received the Student Achievement Award as the Communications Department's top student, graduating summa cum laude with a degree in Broadcast Communications and Journalism.    Anne's Profile and Anne's LinkedIn Profile