Easton Episcopal FundsMonthly Archives: April 2021
Withdrawals and Gifts
This tab provides instructions for computing periodic withdrawals and for handling stock gifts from parishioners to their parishes.
Read MoreGifts
Parishioners’ Gifts to Parishes February 1, 2019 IMPORTANT NOTIFICATION TO PARTICIPATING PARISHES Several parishes in the Diocese have asked for assistance in handling stock donations by their parishioners. In many cases parishes do not have relationships with brokers and that…
Read MoreOur Mission
Easton Episcopal Fund of the Diocese of Easton is an investment fund available to parishes and other diocesan entities. Under the direction of the Board of Managers this fund provides carefully-managed, cost-efficient and risk-controlled investment that allows its investors to focus on their primary missions of worship, outreach, and maintenance of the parish and the diocese.
Read MoreHypothetical Growth of a $10K Investment
An original investment of $10,000 made at the inception of the Easton Episcopal Fund on 3/31/2010 would have grown, by the end of 2020, to be worth $25,851.60. In the amount of time that has passed since the original investment annualized return, on average, is about 8.63%, which includes the reinvestment of dividends.
Read MoreEaston Episcopal Funds Investment Policy Statement
The Easton Episcopal Balanced Fund shall be invested with the objective of maintaining the real value of the principal of the fund over time, while supporting the needs of the diocese and parishes. The performance of this fund, after all fees, is targeted to meet or exceed the benchmarks described later in this document overtime periods of at least three years. All investments will conform to the prudency standards of Maryland law.
Read More