CTF Investment Options
Common Trust Funds
The Common Trust Funds (CTF) investment options are comprised of funds that are selected from the broad market of mutual funds or of funds selected from mutual fund companies that make an effort to limit their holdings to the stock of companies providing goods and services benefiting society with limited negative effect to the natural environment.
Nature of Investment
The Common Trust Funds are not investments in the Foundation and are not insured or guaranteed by the Foundation.
The Common Trust Funds are intended to be funds maintained by a charitable organization excluded from the definition of an “Investment Company” under Section 3(C)(10)(B) of the Investment Company Act of 1940. The services to be provided by the Foundation in connection with the Common Trust Funds are intended to be trust or fiduciary services.
Neither the Foundation nor any of its directors, officers or employees is registered as an investment adviser under the Investment Advisers Act of 1940 or rendering any advice or recommendation concerning the advisability of investing in or through the Common Trust Funds or investing in, purchasing or selling any securities.
Eligibility
Brethren in Christ churches, church agencies and other BIC-related tax-exempt organizations are eligible to place their funds with the Brethren in Christ Foundation, Inc. for investment through one or more common trust funds in accordance with this Agreement. The United Christian Church, United Zion Church, their congregations and related organizations are also eligible.
New Investors
Download and view:
- CTF Agreement PDF
- CTF Investment Process Explained PDF
- CTF Investor Questionnaire PDF
- CTF Election Form PDF
Completed forms should be returned by:
Mail:
Brethren in Christ Foundation
431 Grantham Road
Mechanicsburg, PA 17055
Email:
info@bicfoundation.org