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CLERGY RETIREMENT
(AGENCY) FUND
OVERVIEW
Early in 2008, the Priest’s retirement fund was transferred to the Foundation from Massachusetts Mutual. The Foundation manages the assets, as agent, for the Priest’s Retirement Committee. The Diocesan finance office makes the retiree monthly payments.

FOUNDED
2008

PURPOSE
CLERGY HEALTH
& RETIREMENT

SUPPORTS
DIOCESIAN
PRIEST

DISTRIBUTIONS
RESTRICTED
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DistributionHalf of the fund's interest is divided among St. Thomas Academy, St. Thomas Parish, and a Diocesan fund for priests.
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Catholic ContextThe fund operates within the framework of the Catholic Church, specifically the Diocese of Baker, and is named after St. Jude, a patron saint within the church.
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ReinvestmentThe other half of the interest is reinvested to increase the fund's overall value.
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FundingThe fund is primarily supported by the donor's long-term estate planning, with a portion of the funding being ongoing and the major contribution occurring upon the donor's death.
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ImpactThe distributions are unrestricted, allowing the recipients to use the funds as they see fit.
DETAILS TO CONSIDER


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