The Finance Office

Office of the Treasurer and the Office of the Controller

Investments

The investment assets of The Domestic and Foreign Missionary Society of The Protestant Episcopal Church in the United States of America (the “Society” or “DFMS”) include both long-term assets such as endowment portfolio and charitable trusts, and short-term assets, such as DFMS operating cash and custodial accounts held for others.

The Trust Funds Book, issued annually, provides an update on the trust fund portfolio and investment activities of the DFMS. The Trust Funds Book may be accessed below. You may obtain a copy of the book by contacting the Treasurer’s Office.



Investing with Us

Any Episcopal parish, diocese or other Episcopal-affiliated organization is welcome to place funds in custody in the DFMS Endowment Portfolio. All funds so invested participate on a pro-rata basis in all returns and share proportionately in the investment management fees and expenses. There are no additional charges for portfolio administration. Each new custodial trust fund is created through a resolution of Executive Council.

Socially Responsible Investing

The Episcopal Church has influence on society that is much broader than our physical numbers. The church has extensive financial assets – over $400 million in trust assets; $11 billion in clergy retirement funds; and another $4.5 billion among our parishes and dioceses. Importantly, the church endeavors to make a difference with its money – by investing in socially responsible ways.

Contact:
N. Kurt Barnes

Treasurer and Chief Financial Officer