Professional Management
TOD offers participants the benefit of funds professionally managed with oversight by our experienced board with additional expertise from investment consultant Prime Buchholz.
A Common Fund managed by the
Trustees of Donations
The Trustees of Donations (TOD) is empowering Episcopal communities through trusted financial stewardship. As an elected board of Trustees, the TOD oversees professionally managed investments benefiting Episcopal churches and organizations within and beyond Massachusetts.
Celebrating over200 years of prudent investing
The Trustees of Donations to the Protestant Episcopal Church (TOD) is a non-profit, Episcopal corporation founded in 1810 to receive and manage funds for the benefit of the Bishop and the Episcopal Diocese of Massachusetts (EDOM). In 1939, the TOD established the Diocesan Investment Trust (DIT) to offer EDOM parishes and affiliated organizations a dedicated investment vehicle for their endowments. Today, the DIT serves 146 participants with a combined market value of approximately $300 million.
The DIT offers participants a range of investment options including an actively managed Stock Fund, an actively managed Income Fund, and a passively managed Fossil Fuel Free Stock Fund. These options are designed to provide diversified portfolios that help reduce risk and minimize exposure to market fluctuations. Participants benefit from professional investment management, which is overseen by the TOD and its investment advisor.
The DIT supports multiple accounts tailored for endowments, special-purpose funds, and operating funds. Proxies are
voted in accordance with socially responsible guidelines, ensuring that investments align with ethical standards. The TOD oversees the DIT through a structured and diligent process. The TOD board convenes five times annually to review performance, operations, allocations, and other relevant business matters. In addition, the TOD’s Investment Committee, Social Responsibility in Investment Committee, and Audit Committee each meet separately to conduct detailed analyses of policies, performance, and procedures. To ensure comprehensive oversight, the DIT’s investment managers are required to attend at least one board meeting each year.
Reporting & Continuity
TOD offers ongoing reporting, including online statement access. With over 200 years of experience in investment and reporting, TOD provides continuity when transitions occur in participants’ organizations.
Prioritizing Value & Mission
TOD prioritizes investment performance, knowing investment return allows more resources for mission and ministry. As a faith-based organization, we take our Episcopal Values seriously. TOD is dedicated solely to serving Episcopal churches and affiliated organizations.
Cost Effective
TOD offers participants investment vehicles, financial services, and access to expert investment advice in a cooperative structure not available to most smaller investors.
|
Average Annual Returns |
1ST QTR |
YTD |
1YR |
3YR |
5YR |
7YR |
10YR |
|---|---|---|---|---|---|---|---|
|
DIT Total Fund (Combined Agency & Trusts) |
-0.2% |
-0.2% |
6.4% |
5.3% |
10.8% |
7.1% |
6.6% |
|
DIT Total Fund (Trusts) |
-0.4% |
-0.4% |
6.5% |
5.5% |
11.4% |
7.4% |
6.8% |
|
DIT Stock Fund |
-2.0% |
-2.0% |
7.0% |
7.7% |
16.3% |
9.4% |
9.0% |
|
DIT Income Fund |
2.8% |
2.8% |
5.5% |
1.5% |
1.9% |
2.9% |
2.2% |
|
Diocesan Fossil Fuel Free Fund |
-3.4% |
-3.4% |
6.8% |
7.7% |
17.0% |
11.4% |
N/A |
Access resources here or visit the Resources page.
For questions, please reach out to bboyce@diomass.org.
Invest withTrustees of Donations
Contact us today to learn more about the Trustees of Donation: providing investment management for your endowments and funds. Whether you are interested in investing, managing funds, or learning more about our mission, your participation allows us to make a lasting impact.
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