Guidelines on Parish Investments and Gifts

The Trustees of the Diocese of Western North Carolina has established a policy to direct and guide their oversight of Investment Funds either owned by the diocese or entrusted to them by parishes and other entities. The Diocesan Investment Policy is provided, not only to inform the wider diocese of the policy, but also to serve as a template for parishes considering their own investment policies. Likewise, a Gift Acceptance Guideline has been established to guide the Diocese on accepting gift (of cash, real estate, or other investments). These guidelines are provided below to serve as a template for parish leaders as they consider their own gift acceptance guidelines.

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