Para ayuda en espaņol, por favor
llame al (800) 668-8016 y pida
hablar con Enrique.

Investing

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Direct Deposit of Payments Request Form
(Adobe PDF)

Request for Scheduled Withdrawal Form
(Adobe PDF)

Signature Card
(Adobe PDF)


Trustees' Checklist
(Adobe PDF)

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Through the Foundation's Joint Investment Trust, a not-for-profit entity, congregations, ministries and institutions affiliated with the Christian Church (Disciples of Christ) can participate in the same investment program the Foundation uses for its permanent funds.

The Joint Investment Trust has 4 pooled funds, each with its own investment strategy and goal. Overall, the Joint Investment Trust has a two-fold goal:

  • Protect the original buying power of the gift over time and
  • Provide dollars for current ministry.

The Foundation uses a highly sophisticated and well diversified investment strategy, using various asset classes. By pooling together the church's money in the Joint Investment Trust, participating ministries have access to specialized institutional investment managers who otherwise would not be available.

The Joint Investment Trust is designed for long-term investing, for periods of at least 5 years. The Foundation does not provide investment services for individuals.

To learn more about opportunities, call us at (800) 668-8016.

Investment Seminars

The Foundation offers Investment Seminars to empower congregational leaders to make wise decisions about the investing of permanent funds and other moneys that have been entrusted to the church's care over the long term. The goal is to show congregations the importance of adding value over time to their investments while maintaining a steady stream of funding for the ministries of the congregation.

Topics include:

  • A philosophy of endowment management for congregations;
  • An explanation of the Foundation's Joint Investment Trust program;
  • Procedures for participating

The Foundation is a member of the Interfaith Center on Corporate Responsibility.

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