Friends Fiduciary sole mission is to assist Meetings and Organizations, within the Religious Society of Friends, in the stewardship of their financial resources. Good stewardship requires responsible management of the funds entrusted to your organization, while adhering to the principles which advance Friends' testimonies. Friends Fiduciary Corporation has the knowledge, experience and expertise to help your Friends Meeting or organization meet those goals. 

Many functions of Friends Fiduciary are performed by Board of Directors , Officers and Committee Memberships as volunteers.  Consequently, FFC passes along its savings from reduced expenses to organizations by way of lower fund management costs than would be available from most other funds.  

FFC can assist your organization through our financial services, contact the FFC staff for more information. 

Investment Services

   Consolidated Fund

Friends Fiduciary Corporation offers socially responsible investment through its Consolidated Fund, a balanced (i.e. stock and bond) fund invested for long-term total return.

   Separately Managed Investments 

Quaker organizations with $500,00 or more to invest in one asset class can invest through a Separately Managed Account (SMA). The separately managed accounts are invested alongside Consolidated Fund assets and managed in a similar fashion. SMA's are available with all of our managers. 

   Trusteeship

 FFC serves as trustee for more than 70 Trusts. Most trust come to us as the named trustee under Will but others have been moved to Friends Fiduciary as successor trustee from banks at the request of the charitable beneficiary.   

   Pooled Life Income Common Fund  

Friends organizations with a PLIF can combine with other funds for economics of scale. FFC administers payments and provides investment management. Each fund is tracked separately through unites in the common fund. Contact our office for more information on the PLIF Common Fund. 

   Administration of Charitable Gift Annuities or Charitable Remainder Trusts

FFC offers planned or deferred gift services for charitable gift annuities and charitable remainder trusts.  While FFC usually works directly with the beneficiary organization, providing illustrations and other information, we also work with potential donors who are considering a planned gift to benefit one or more Quaker nonprofit organizations.

   Donor Advised Fund  

Donors who wish to receive a charitable deduction now and be more actively involved in furthering their philanthropic goals can begin a donor advised fund with a minimum of $50,000.  FFC oversees grant distribution, investment management and final beneficiary payout. FFC recently began offering Donor Advised Funds, contact our office for more information.