Affiliate Investment Pool
Investment Policy for Congregations and Field Jurisdictions
The church provides a method for congregations and jurisdictions to invest reserve funds and other types of funds called the Affiliate Investment Pool. This pool is combined with the World Church’s endowment and reserve funds to create a portfolio that is professionally managed under the direction of the Presiding Bishopric with assistance from the World Church Investment Committee.
The World Church, in conjunction with its insurance carrier, is committed to the secure and appropriate handling of church funds. All congregations and field jurisdictions with total cash and investments over $100,000 shall place these funds in one of the investment options of the Affiliate Investment Pool.
Exceptions to this policy must be approved by the Fiscal Services office.
Information about the Affiliate Investment Pool, including instructions on how to open an account, can be obtained from Fiscal Services.
Learn more about the Affiliate Investment Pool through the Frequently Asked Questions.