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.
Learn more about the Standard Operating Procedures of Custodial Trust Funds by downloading the document below or by contacting Margareth Crosnier de Bellaistre in the Treasurer’s Office.