Give
Every donation goes toward our mission and ministries.
Following the guidance of Jesus Christ, the Investment Fund Committee supports the mission, core values and vision of The Episcopal Diocese of Northern California and its congregations. The Investment Fund Committee helps provide continuity and growth for congregations in the Diocese by stewarding the funds of the Diocese entrusted to its care, serving as a custodian, prudently investing the funds for income and growth and providing loans to congregations and other diocesan entities to support their missions in the service of God.
The Rt. Rev. Megan Traquair
Bishop of The Episcopal Diocese of Northern California
Learn more about the bishop here.
Sharon Morrison
Tina M. Treis
Member and Vice-Chair
tinatreis1@gmail.com
Occupation: Certified Public Accountant, Inactive
Past and Present Church Service:
Investment and Other Background:
Elizabeth McClatchy
Member
evmcclatchy@gmail.com
Occupation: Nonprofit Executive, retired
Past and Present Church Service:
Investment and Other Background:
Peter Juvé
Member
pjuve@aol.com
Occupation: Retired Business Executive
Past and Present Church Service:
Investment and Other Background:
Bob Hall
Member
Bdh1080@comcast.net
Occupation: Retired Retail Executive
Past and Present Church Service:
Interested in Joining?
Click here to download an Investment Fund Committee Member Application.
Submit your completed application to Kati Braak (kati@norcalepiscopal.org)
Mail:
Episcopal Diocese of Northern California
c/o Kati Braak
350 University Avenue, Suite 280
Sacramento, CA 95825
Fax: 916-442-6927
SRI Diocesan Investment Policy Statement
Download the full updated Investment Fund Policy here
Download the ESG Fund D Presentation here
The fund aims to be investing in companies based on current ESG scores & ratings-provided by the United Nations Principles for Responsible investment Policy. The priority is to generate returns while also avoiding misaligned companies and engaging companies to increase their social responsibility.
The D fund will be available to invest into, as of 2021!
For informational purposes only, the following definitions are what guide the investment selection, rather than a list of companies that may or may not be held at any one time in history:
Environmental: How a company performs as a steward of the natural environment. Examples include a company’s carbon footprint (climate change), energy sources (natural resources), and pollution standards.
Social: A company’s relationship with its stakeholders, predominantly employees. Examples include working conditions, employee diversity, product safety, and data privacy/security.
Governance: The quality of a firm’s governance practices from the perspective of its shareholders. Examples include executive compensation, Board structure, and accounting standards.