top of page
tec-eucharist.jpg

FINANCES

The Fund for the Diaconate's goal is to be fully sustainable in our investments, thus utilizing the assets to God's glory. 

The Fund's financial institutions are Boston Common Asset Management as the manager of our endowment, and Charles Schwab as our bank. Boston Common has an excellent track record in socially responsible investing, and has worked with a number of non-profits and church related organizations.

Mission-Consistent Investments

​Consistent with achieving investment objectives, The Fund’s investment policy will be implemented with the incorporation of environmental, social and governance (ESG) factors as core components of the investment decision-making and risk management processes by the Board in the assessment and hiring of an external investment adviser (“the Adviser”). The Committee will encourage the Adviser to consider Impact and solutions-based investments, engagement, and evaluation of the economic merits of current and potential investments taking into account governance practices, environmental or social impact, and regulatory and reputational risks.

The Committee will look to the Adviser to incorporate ESG criteria in the investment analysis and decision-making processes particularly emphasizing profitable investments with positive social and environmental impacts aligned with the priorities and values of The Fund, especially as it relates to creating impact in people and planet.

  • Utilizing positive screening as a way to proactively benefit The Fund’s investment portfolio.

  • Utilizing negative screening to limit the involvement of The Fund’s investment portfolio in those ESG issue areas which are antithetical to its values, mission, and culture.

  • ​The Committee will seek appropriate disclosure on ESG issues by the Adviser and externally managed funds in which The Fund invests.

PLANNED GIVING & DONATING

You can make a meaningful impact in the lives of deacons and those in diaconal formation who are facing financial difficulty.

LEGAL DOCUMENTS

Financial Statement  July 31, 2023 and 2022
IRS Form 990
ByLaws
Certificate of Incorporation

Legal Name: The Fund for the Diaconate of The Episcopal Church
Tax ID: 23-7125960  

​Bookkeeper: YPTC (Your Part-Time Controller), New York, NY

Legal Counsel: Simpson Thacher & Bartlett, LLP, New York, NY
Auditors: EisnerAmper LLP, New York, NY
Endowment Manager: Boston Common Asset Management
Bank: Charles Schwab

"I am a grateful recipient of a supportive grant. My thanks to The Fund for the Diaconate and all that they do. Without them, I do not know what I would have done."  

Deacon H, grant recipient

Thank you for visiting!


Consider a Planned Gift or Donation to The Fund. You'll make a meaningful impact on deacons and those in diaconal formation who are facing financial hardship. 

Board only.

The Fund for the Diaconate of The Episcopal Church
Mailing Address:
​​P.O. Box 12621
Charlotte, NC 28220
​​(800) 281-5421

  • Facebook
  • YouTube
bottom of page