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Understanding what your congregation has and what it owes is important. So is timing, said the presenters of “Assets and Liabilities: Managing your Church’s Balance Sheet,” a May 23 webinar.
Concerns about climate change, diversity in the workplace and corporate boards, tobacco marketing, fossil fuels and weapons of war have shaped the way churches invest. This applies to endowments, strategic investments and other long-term investment tools.
New Covenant Trust Company will start utilizing new positive and negative screening tools to assist investors who want their investments to align with their values beginning April 1. These tools will allow New Covenant Trust Company to target investment in companies with a strong record of diversity, equity and inclusion.