Q&A

Answers to some common questions follow. Should you have a question not addressed here, please feel free to contact us and we are happy to get you the information you need.

The Trustees of the Funds is a related organization of the Diocese of Virginia with a heritage dating back to 1754. “ToTF” provides services to Episcopal Church entities within Virginia.

An elected Board of Trustees oversees ToTF. These Trustees, all of whom are active Episcopalians, are selected for their expertise in investments, law, or business. They oversee a professional team of portfolio managers to ensure that funds are invested to provide the best long-term results for Participants. ToTF serves approximately 120 churches and organizations and manages over $135 million in assets.

Episcopal churches and organizations within the Commonwealth of Virginia can invest in ToTF. Individuals can contribute to accounts on behalf of these organizations, but they cannot invest on their own.

ToTF currently offers a balanced investment (Balanced Fund) and a short-term fixed income fund (Short Term Fund). ToTF is developing an all-equity investment offering that should be available to investors by September 2021.

ToTF provides professionally-managed investing, reporting, and customer service specifically designed to support Episcopal organizations. We can help with endowments, capital campaigns, building maintenance support, and mission and ministry support programs. As our accounts grow our operating costs are spread over a larger asset base and all Participants (including the Diocese of Virginia) benefit. The more successful ToTF is in its work, the more funds are available for Episcopal mission and ministry throughout Virginia and the world.

To encourage investments of all sizes there is no minimum investment for any of the ToTF funds.

On average, an account can be established within 10 days of ToTF receiving the paperwork and initial deposit.

Participants can view the performance of their fund(s) information directly by clicking the User Login link at the top of any page in this site directly by visiting https://retirement.tcgservices.com/.

(If you have problems getting in, contact Lauren Harvey at LHarvey@tcgservices.com).

For support with the ToTF portal, through which information about participants’ accounts is available, please contact Lauren Harvey at LHarvey@tcgservices.com.

You can also reach out directly to the ToTF Executive Director, Lynn Ivey at livey@trusteesofthefunds.org.

As our accounts grow our operating costs are spread over a larger asset base and all Participants (including the Diocese of Virginia) benefit. The more successful ToTF is in its work, the more funds are available for Episcopal mission and ministry throughout Virginia and the world.

As of July 31, 2021 the ToTF has over 120 accounts from churches and over 80 accounts from Diocesan organizations.

As of July 31, 2021, the ToTF has the following total investments in its funds:

  • The Short Term Fund has $8,094,294 invested
  • The Balanced Fund has $129,700,459 invested
  • The All Equity Fund is accepting initial investments now