Learn to use the Trustees’ new online portal to track investments

Details

Does your church, chapel, or organization invest with the Trustees of Diocesan Funds?

The Trustees are now working with NAV Consulting, an investment sub accounting firm. Working with NAV Consulting will allow each church or other entity to view their investments and statements for any past month, range or months, quarter, etc. at any time!

You will be be given access to an on-line portal that will let you accomplish all of this.

To facilitate the rollout of the portal,  you are invited to a Zoom meeting on Wednesday, April 3 at 4:00 p.m.

Do you have questions or concerns specific to your church? Please email those to the Rev. George Cooper. The meeting will be focused on use of the portal. Thank you!