The information below is for current participants. Any additional queries, meeting arrangements, and inquirey of past statements please contact the Secretary of Donations & Bequests, Theresa Dupont at firstname.lastname@example.org.
- Withdrawals: Must include vestry minutes reflecting approval of the withdrawal
- Additions: must be at least $500
- New accounts: Minimum of $10,000 is required to open a new account, parishes are limited to two unrestricted accounts
- Spending Plan changes: Annual letters are mailed early January
Automatic Direct Deposit
- Click here for ACH (direct deposit) instructions
- Expect ACH deposits to be completed 2 business days after the 1st of the month
- Checks should be received 3-5 business days after the 1st
Online statements available. Click here to submit a form requesting an online monthly statement.