2017 JIF Income Calculator
Then 2017 JIF Income Calculator can be used to determine monthly income for 2017 based on your current units owned in the Joint Investment Fund Balanced Fund. It can also be used to estimate the potential monthly income from the addition to a new or existing Balanced Fund account. The unit value in the calculator is updated periodically.
JIF Forms for Existing Accounts
Adobe fill-in format:
JIF addition to existing account
These forms are used to request a withdrawal from an existing account in the Joint Investment Fund. Please submit the form to the Finance Office on or before the last business day of the month.
Links to audit reports for The Joint Investment Fund of the Trustees of the Diocese of Ohio.
Joint Investment Fund New Account
If your parish or Episcopal organization (ECW, Altar Guild, etc.) wants to participate in the Joint Investment Fund, please complete the form above which details the information we need to set up your account according to your specifications. If you have any questions, please contact Sue Leishman, CFO, at 216-774-0450.
This is a fill-in pdf form. The completed form can be submitted directly to
my e-mail at firstname.lastname@example.org, by clicking on the SUBMIT button at the bottom of the second page.
JIF New Account Form This is an Excel version of the form. The completed form can be submitted by FAX (216-623-0735), e-mail, or snail mail.
JIF Performance Reports
The investment adviser for the Joint Investment Fund, Hartland & Co., provides us with performance reports for the Fund. Below are links to recent reports.
JIF Investment Policy
The current Spending and Investment Policy of the Joint Investment Fund, as adopted by the Trustees of the Diocese of Ohio, as amended, November 2016