The Diocese of Ohio is part of the worldwide Anglican Communion represented in the United States by The Episcopal Church.
The Episcopal Church of Ohio ministers in our Church and in our communities in many inspiring ways.
The Diocesan Trustees, a group of five lay and clergy, manage and have fiduciary responsibility for the Diocese’s Joint Investment Fund and Real Property of the Diocese:
Joint Investment Fund (JIF)*
Working with an investment advisor, the Diocesan Trustees:
(a) Establish an investment policy for JIF and monitor adherence to the policy
(b) Review financial performance of JIF and evaluate performance of individual investment managers
(c) As appropriate, make decisions on investment manager replacement, including interviewing new manager candidates
(d) Set the spending rule for the Fund
(e) Oversee the Socially Responsible Investment (SRI) Subcommittee, which monitors compliance with the JIF investment policy to promote Environmental, Social, and Governance (ESG) factors
(f) Work with Diocesan staff on promoting the endowment and planned giving initiatives
Real Property of the Diocese
Working with the Bishop, the Diocesan Trustees make decisions about the disposition of, and other appropriate actions related to, the real property of the Diocese in missions, parishes and at the Diocese itself.
*JIF includes (a) endowment funds of the Diocese, (b) funds derived from parishes receiving aid or extinct parishes, and (c) other Diocesan funds and funds of parishes, parish organizations and other not-for-profit organizations affiliated with the Episcopal Church. JIF is valued at about $59 million.
Diocesan Trustees serve for a five-year term. The Diocese expects that a Trustee will attend all meetings and be prepared to discuss and make decisions, as appropriate, on agenda items in materials sent to them beforehand or provided at meetings.
Trustees meetings are held quarterly, normally on the third Tuesdays from 4 pm-6 pm, at Trinity Commons in February, May, September, and November (other meetings are held as necessary). New members elected at Diocesan Convention attend their first regularly scheduled meeting in November.
Trustees, along with Diocesan representatives and the JIF investment advisor, meet upon request with leaders of parishes that are interested in participating in the JIF.
In compliance with the 201st Diocesan Convention Resolution R-2, all Diocesan elected office holders are required to receive anti-racism training within one year of their assuming office.
Gifts, Experiences, and Skills
Resources for clergy and lay leaders.
Ways to Give
Designate a Gift to Your Parish or the Diocese
Get in Touch
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