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Please contact
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Royce Rannigerroycerscdiocese.orgDirector of Administration & Finance -
Diane Donnellydianedscdiocese.orgDirector of Finance
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The St. James Fund was established to offer parishes, schools, and other affiliates two pooled investment vehicles:
The Investment Fund
The Investment Fund consists of assets from multiple diocesan entities pooled together to invest in public securities with social screening for USCCB guidelines, access to world-class investment managers and asset classes, and lower investment fees.
Guaranteed Interest Fund
The Guaranteed Interest Fund is also a pooled account for assets of related entities. Rather than being invested in the public markets, participants in this fund currently receive the rate of 2.50%*.
*Rate is subject to change. -
THOUGHTS FROM BISHOP KEEHNER"The St. James Fund was established in 2021 to provide our parishes and other entities with
asecure option for investing their funds. This fund is overseen by a dedicated committee and supported by professionals from Graystone Consulting, ensuring thatinvestments are properly managed. In administering the St. James Fund, we adhere to strict guidelines promoting socially responsible investing which align with the moral teachings of our Catholic faith. Bychoosing to invest in the St. James Fund, you will benefit from expert investment advice and contribute to the proper stewardship of the resources entrusted to you by the people of God. We encourage you to consider the St. James Fund when making your investment decisions.”