Investment Policies and Guidelines

INVESTMENT GUIDELINES FOR:

_________ Endowment Account
Established Date

The guidelines are as follows:
.
Funds may be invested in domestic and foreign securities to include common stocks, preferred stocks, investment grade bonds, exchange traded funds (ETF'S) and money market instruments.

There shall be no use of letter stock, private placements, commodities, margin purchase, short sales, futures, derivatives, private equities, collateralized mortgage obligations, interest only obligations, principal only obligations or illiquid securities/investments.
.

Statement of Investment Policy and Guidelines

Legacy Ministry
Mountain Shadows Presbyterian Church

November 2009

Consistent with the Mountain Shadows Legacy Ministry Operating Plan, this Statement of Investment Policies and Guidelines, developed by the Legacy Ministry Board, was approved by the Session of Mountain Shadows Presbyterian Church on the ______ day of ___________________, 2009.

Signed: _____________________________
Clerk of Session

Purpose

Legacy Ministry Operating Plan
Mountain Shadows Presbyterian Church

Mountain Shadows Presbyterian Church of Tucson, Arizona, concerned about the broader mission of the Church and this congregation, has established a planned gifting program, by action of the Session on November 19th, 2009, known as the Mountain Shadows Legacy Ministry.

Purpose

Exhibit II
First Presbyterian Church
Endowment Investment Policy
January 1, 2003

Purpose

The purpose of this Policy is to set forth principles and guidelines for investing the church’s endowment fund (the “Fund”) in order to achieve the following goals:

Maintain proper balance between the objectives of long term growth and income, with appropriate safety of principal.

Enable the maximum amount of spending that can be maintained, long term, without reduction of inflation-adjusted purchasing power.

Exhibit IV
First Presbyterian Church
Guidelines for Administering Disbursements from the Endowment
January 1, 2003

http://www.nauticom.net/www/sebben/fpcsplan.htm

Endowment Policy
First Presbyterian Church

Christian stewardship is an awareness that everything we have is a gift from God. We are absolute owners of nothing; rather, we are stewards of all we receive and we must use such resources responsibly in our life-long work of service in the Kingdom of God. Stewardship heightens an awareness of responsibilities in the matters of material concern no less than in spiritual endeavors.

OBJECTIVES: