Diocesan Foundation
Financial and investment assistance is available to Southern Virginia’s parishes, congregations and agencies!
Southern Virginia Diocesan Foundation – The mission of the Southern Virginia Diocesan Foundation is to provide financial and investment management assistance to parishes, congregations, missions and agencies within the diocese, to assist in promoting the financial stability of the diocese and its member organizations and to help provide such related services as may be considered necessary or desirable by the Southern Virginia Diocesan Foundation Board of Trustees to help support diocesan and parish activities.
The Episcopal Diocese of Southern Virginia organized a Virginia non-stock corporation known as the Southern Virginia Diocesan Foundation to provide its parishes, missions and agencies with investment assistance. This corporation established a pooled investment fund known as the Diocesan Composite Fund in 1950 and has since operated it as a professionally managed, long-term investment vehicle for parishes, congregations, missions and agencies within the diocese that desire or need investment assistance in managing their special purpose accounts.
The Foundation is a charitable religious organization that operates under the auspices of the diocese and is managed by a Board of Trustees. The Foundation’s day-to-day activities are managed by the treasurer of the diocese.
Interested in planned giving? Here is some information that may help you: Planning Giving Resources from the Episcopal Church Foundation. OR try this Ministry of Planned Giving brochure on planned giving.
Any congregation may invest in the Diocesan Foundation. If your parish would like to participate in the Foundation, please fill out the forms below and send the completed forms and your check to diocesan treasurer.
Performance of the Composite Fund:
[insert table]
The Statement of Information [link]
The Investment Policy Statement [link]
Forms:
Foundation initial investment form (link)
Foundation investment authorization form (link)
Foundation additions, withdrawals and distribution form (link)
