Episcopal Church Foundation Vestry Papers - for leading congregations

This webinar took place on Wednesday, July 22, 2015 from 7:00-8:00PM ET. A recording of the presentation and the PowerPoint slides are available below.

This webinar will look at how your investment policy statement, spending rules, and asset allocation are intimately related.

Vestries, finance committees and other leaders in Episcopal churches and organizations are called upon to make important decisions regarding the investment of their long-term assets. Learn how a well-written IPS (Investment Policy Statement), prudent spending rule, and a well-reasoned asset allocation will avoid investment disasters and achieve your long-term goal: to maintain the spending power of the Fund.