Facts About GuideStone

GuideStone Financial Resources

Founded in 1918, GuideStone Financial Resources of the Southern Baptist Convention is a leading financial services provider of retirement, investment, executive benefit services and insurance plans. Operating as a church benefits board, the organization serves 180,000 participants worldwide including Southern Baptists and other evangelical churches, ministries and institutions. GuideStone is recognized as the largest provider of Christian-based, socially screened registered mutual funds. The organization utilizes a sophisticated multi-manager approach in building its investment products. GuideStone and its affiliates reported $10 billion in total organizational assets as of December 31, 2007.

GuideStone and its affiliates offer a wide array of retirement services including retirement and executive compensation plans, personal and institutional investment products and recordkeeping services. Within the church plan arena, GuideStone is recognized as an expert in defined contribution plan design and implementation and a leader in the area of ministerial tax issues. GuideStone's medical insurance products offer rate stability, the largest network of health care providers in the U.S. and a comprehensive suite of plan options providing quality care and protection for our participants and their families. Other insurance products available through GuideStone include dental, term life, accident and disability plans with a wide range of benefit options. GuideStone is headquartered in Dallas.

Mission

GuideStone Financial Resources exists to assist the churches, denominational entities and other evangelical ministry organizations by making available retirement plan services, life and health coverage, risk management programs and personal and institutional investment programs.

History

Founded in Dallas in 1918 by the Southern Baptist Convention, GuideStone Financial Resources began operation as the Board of Ministerial Relief and Annuities. For several years its major ministry was distribution of relief funds for aged ministers, their widows and orphans. The work was initially funded by a $100,000 gift from the Baptist Sunday School Board. Later, nearly $1 million was contributed by industrialists John D. Rockefeller and John D. Rockefeller, Jr.

For the first 30 years its role was to provide for the immediate needs of pastors and families seeking financial assistance and assisting others in their retirement needs by providing annuities.

In the 1960s both life and health insurance programs were added to the offerings and the forms of coverage continued to expand. The rollout of mutual funds in 2001 made IRAs and non-retirement personal investment accounts available to participants and their spouses.

In 2004, GuideStone received approval to expand its market base. GuideStone now makes available competitive financial products and services to evangelical churches and institutions.

• 1918 — Institution chartered as the Commission on Ministerial Relief and Annuity
• 1920 — Charter was amended and the name changed to the Relief and Annuity Board of the Southern Baptist Convention
• 1961 — The name was shortened and changed to the Annuity Board of the Southern Baptist Convention
• 2004 — Messengers to the 2004 Southern Baptist Convention approved recommendations to change the name to GuideStone Financial Resources of the Southern Baptist Convention and to expand its products and services to evangelical churches and ministries

Services offered

• Employer-sponsored retirement plans
• Deferred compensation plans
• Personal Investment Accounts
• Individual Retirement Accounts
• Medical, dental, life and disability plans
• Group medical plans for 10 or more employees
• Health reimbursement arrangements
• Executive benefit services
• Actuarial services

GuideStone Capital Management

Dallas-based GuideStone Capital Management is the investment advisor to GuideStone Funds and a controlled affiliate of GuideStone Financial Resources. The organization exists on a foundation of integrity and excellence, delivering comprehensive, high quality, value-added investment services to Christian-based retirement, retail and institutional investors. As of September 31, 2007 GuideStone Capital Management has $10 billion of assets under management. Additionally, GuideStone Capital Management provides advisory asset allocation and other implementation services. In its advisory role, GuideStone Capital Management currently serves the retirement plan needs of more than 275 plan sponsors and 180,000 participants including employee-sponsored retirement plans, institutional portfolios, endowments, pension plans, deferred compensation plans, personal investment accounts and individual retirement plans. Its advisory service spans a total of 28 investment funds, 34 sub-advisors and 73 investment mandates.

Mission

GuideStone Capital Management exists on the foundation of integrity and excellence to deliver comprehensive, high-quality, value-added investment management services to individual and institutional faith-based investors by applying a clear and disciplined investment approach across global markets.

History

GuideStone has a long-standing corporate history and began utilizing the manager-of-managers approach in 1971 when the first external firm was hired for the oversight of a U.S. equity portfolio.  Since then, the program has been broadened and continuously refined to meet the ever-increasing challenges of the global financial markets.

In March 2000, SBC Financial Services, Inc. was founded as a controlled affiliate of the Annuity Board of the Southern Baptist Convention and a Registered Investment Advisor under the Investment Advisers Act of 1940. The SBC Financial Services, Inc. name was officially changed to GuideStone Capital Management in the fall of 2004.

In June 2004, the Southern Baptist Convention approved a new ministry statement that allowed GuideStone Capital Management to expand its market by making its outsourcing solutions available to Christian evangelical churches and ministry organizations.

• Registered Investment Adviser founded in March 2000 — Investment Advisers Act of 1940
• Founded for the single focus of providing investment management services for the evangelical marketplace
• Experienced in managing complex and highly integrated manager-of-managers programs
• Disciplined and systematically implemented investment philosophy and process
• Research-driven, results-oriented group
• Able to provide custom solutions for our clients
• Consistently applied Christian-based, social screening
• $9.5 billion assets under management as of Dec. 31, 2006

Services Offered

Investment Management Advisory Services (Manager-of-Managers)

• Fund structuring
• Manager evaluation, selection and monitoring
• Fund regulatory compliance and governance
• Facilitate mutual fund operations through third-party providers

Investment Outsourcing Solutions

• Review and implementation of investment policies and guidelines
• Asset allocation and rebalancing
• Coordinate transition management services
• Custom reporting
• Compliance monitoring relative to investment policies and guidelines

GuideStone Funds

GuideStone Funds, the nation’s largest Christian-based, socially screened registered mutual fund family, currently has 24 mutual funds available in four share classes to meet the needs of our investors.

GuideStone Funds utilizes a “multi-manager” investment approach which benefits the investor by providing access to multiple, proven investment management firms within a single investment fund, therefore potentially maximizing returns and reducing risk. The investment management firms utilized by GuideStone Funds have a specific purpose in each fund and are carefully selected based on a rigorous process utilizing both qualitative and quantitative analysis.

GuideStone Funds is a controlled affiliate of GuideStone Financial Resources of the Southern Baptist Convention and is located in Dallas.

Mission

GuideStone Funds seeks to deliver comprehensive, high-quality, value-added mutual funds available for individual and institutional faith-based investors.

History

• Prior to 1997, the Annuity Board of the Southern Baptist Convention had four monthly valued, commingled pools
• In 1997, the Annuity Board increased the four funds to 13 daily valued commingled pools, introducing 4 Blended Funds and 9 Select Funds
• AB Funds Trust was launched on Aug. 27, 2001 as a family of Christian-based, socially screened registered mutual funds sponsored by the Annuity Board of the Southern Baptist Convention
• July 2, 2003, four institutional class Blended Funds were added to fund lineup
• Nov. 8, 2004 the share class names changed (e.g. GS4)
• Sept. 13, 2005 AB Funds Trust became GuideStone Funds and ticker symbols were introduced
• Dec. 29, 2006 five Date Target Funds were added to fund lineup
• Dec. 29, 2006 Global Bond Fund and Real Estate Securities Fund were added to fund lineup