Friends Fiduciary Corporation

Within the Religious Society of Friends are many organizations needing financial services to support their work. Among these organizations are Friends meetings, Friends schools, and other non-profit Friends groups whose purpose is to advance some aspect of the work of the Religious Society of Friends. Friends Fiduciary was created to meet this need. Purpose

More specifically, the purposes of Friends Fiduciary Corporation are:

1. To provide socially responsible investment management services for tax-exempt Quaker organizations;

2. To serve as trustee for the benefit of tax-exempt Quaker organizations, and to make grants of income or principal from certain of these trusts;

3. To make grants of income or principal from certain funds, formerly owned by Quaker non-profit corporations and trusts, now owned by Friends Fiduciary Corporation.

4. To provide planned giving services for the benefit of tax-exempt Quaker organizations.