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INVESTMENT OPPORTUNITY


Congregational Investment Trust

PictureClick to read the CIT Brochure
The Congregational Investment Trust (CIT) is a non-profit 501(c)3 organization established as an endowment investment option for member churches.  Because endowment gifts are long-term, these funds are invested to preserve the purchasing power of gifts made using a diversified portfolio of stocks, bonds, and alternative investments. The CIT’s target asset allocation is 65% stocks and 35% fixed income. Because principal values will fluctuate, the CIT is not suitable as a short-term investment vehicle.  However, it is ideally suited as a long-term investment vehicle for church endowments.

Churches that participate in the CIT have access to funds either by written request or by setting up regular distributions.  Churches can have a separate account balance for each fund it wishes to establish.  An opening balance of $2500 is required for each account with a minimum balance of $1000 thereafter.  Quarterly statements are issued to each church reporting their funds’ beginning balances, additions or withdrawals, net earnings and ending balances.  All fees and expenses are charged against the aggregate earnings of the CIT and are therefore shared proportionately by all accounts.

These funds are managed by Vanguard Institutional Advisory Services.  By becoming part of an investment pool with other churches you increase your investment return potential as well as the potential to lower investment fees.  The CIT is overseen by the National Association’s and the Congregational Foundation’s Oversight Committee.

To participate in the Congregational Investment Trust a church must adopt the Congregational Investment Trust Adoption Agreement and execute the Account Authorization Form.  Direct questions to Dan Drea, CFO of the National Association of Congregational Christian Churches at 414-856-1616.  

Click to download the CIT Brochure
CIT Annual Meeting PowerPoint Presentation - February 10, 2021

Account Authorization
File Size: 445 kb
File Type: pdf
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Investment Policy
File Size: 137 kb
File Type: pdf
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Notice of Withdrawal
File Size: 63 kb
File Type: pdf
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CIT Deposit Form
File Size: 30 kb
File Type: pdf
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Vanguard Performance Results

2021
February 2021 Results
File Size: 3063 kb
File Type: pdf
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January 2021 Results
File Size: 3061 kb
File Type: pdf
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2020
December 2020 Results
File Size: 3896 kb
File Type: pdf
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September 2020 Results
File Size: 3882 kb
File Type: pdf
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June 2020 Results
File Size: 3127 kb
File Type: pdf
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March 2020 Results
File Size: 4425 kb
File Type: pdf
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2019
December 2019 Results
File Size: 4019 kb
File Type: pdf
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September 2019 Results
File Size: 3947 kb
File Type: pdf
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June 2019 Results
File Size: 3006 kb
File Type: pdf
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March 2019 Results
File Size: 3605 kb
File Type: pdf
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Congregational Investment Trust Oversight Committee

​Jeff Dillon, Chair
NACCC Treasurer

Varn Philbrook, Vice Chair

Richard Davis
Congregational Foundation Board of Governors Liaison

Rev. Dr. Martin Hall

Board of Directors Liaison

Steve Russ

James Walsh

Rev. Dr. Michael Chittum
Staff Liaison and Executive Director
​

Dan Drea
​Staff Support and NACCC Chief Financial Officer
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