Socially Responsible Investing
The Common Trust Funds (CTF) are comprised of various investment strategies designed to meet a specific investment objective. Socially responsible investing options go one step further by offering funds that seek to invest in companies whose products and services benefit society and screen out those engaging in business activity that conflicts with our stated core values.
Investment return, while sometimes reduced, should not be the upper most concern for the investor selecting from these options. Even though the process is not perfect, this option can be seen as a valid attempt to be true to one’s beliefs by investing for the good of society and the global environment.
Analytical tools are used to determine the appropriate asset allocation (the strategies’ mix of stocks, bonds and money market exposure) to achieve optimal balance of risk and return. Download the CTF Investor Questionnaire as a tool in selecting the appropriate fund.
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:
Completed forms should be returned by:
Mail:
Brethren in Christ Foundation
431 Grantham Road
Mechanicsburg, PA 17055
Email:
info@bicfoundation.org