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Where to Send Payments

If you have questions about where to send donations, registration payments, additions to your Joint Investment Fund account, the attached document may provide the answer you are looking for.

icon Where to Send Payments to the Diocese

 

Investment

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2012 JIF Income Calculator


The 2012 spending rule remains at 4%.  Because there was such a limited change in the 12-quarter average at June 30, 2011 (vs. the average at June 30, 2010), no letters were sent to Joint Investment Fund participants.  However, if you need budget figures for 2012 for your JIF accounts, please use the JIF income calculator found below.

icon 2012 JIF Income Calculator (50.23 kB 2012-01-06 13:47:57)


Contact Sue Leishman in the Finance Office at 216-774-0450 if you have any questions.

   

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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 below 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.

icon JIF new account form - fill-in (55.68 kB 2011-11-08 12:29:19) This is a fill-in pdf form.  The completed form can be submitted directly to
                         my e-mail at This e-mail address is being protected from spambots. You need JavaScript enabled to view it. , by clicking on the SUBMIT button at the bottom of the second page. 

icon 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.

   

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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.

icon February 2012 Flash Report - JIF (98.58 kB 2012-03-26 09:56:47)

icon January 2012 Flash Report - JIF (46.67 kB 2012-02-15 14:58:14)

icon JIF Flash Report - December 2011 (98.05 kB 2012-01-20 16:23:02)

icon December 2010 JIF Performance Report (27.13 kB 2011-03-30 10:31:59)

 

   

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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, February 2012.
icon Joint Investment Fund Policy 2-14-2012 (216.08 kB 2012-02-15 15:01:19)

 

   

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