Friends Fiduciary and its predecessor corporations have been serving the Religious Society of Friends since 1898. Friends Fiduciary is a not-for-profit Pennsylvania corporation. Our purpose is to provide Friends organizations with high-quality financial services on a cost-effective basis. Our investment philosophy is grounded in the beliefs of the Religious Society of Friends, among them the testimonies of peace, simplicity, integrity and justice.

Why Friends Fiduciary?

• Our sole mission is to provide financial services to Friends organizations.
• We currently serve over 250 Friends organizations, schools, meetings, trusts and endowments.
• Our specialized accounting allows constituents to maintain separate accounts for separate purposes, including trust accounts, at no additional cost.
• Investment with Friends Fiduciary allows constituents to participate in a $230 million pool of assets managed with an investment philosophy grounded in the Religious Society of Friends.
• Over 300 donors have made gifts to establish Charitable Gift Annuities, confident that their gifts will be managed with a socially responsible investment philosophy guided by Quaker testaments and values. Some 60 Quaker organizations are the charitable beneficiaries of these gifts.
• Additional services include SRI advocacy in the wider faith-based investment community, donor and fundraising support, and Trusteeship.