Endowment Fund Investment Policy

Linda Medlock asks:

Our Board is in the process of creating an Investment Policy for our Endowment Fund and requested that I inquire what formula other Catholic cemeteries are comfortable using to ensure our care funds are here long after the burial income is diminished. I would really appreciate copies of Investment Policies from other cemeteries along with the size of your cemetery, number of burials as well as your fund balance if you would wish to share that piece of info. My email address is lmedlock@calvary.dio.org.

Linda Medlock
Executive Director
Calvary Cemetery
Springfield, IL