ENDOWMENT FUND

St. Peter's on-the-Rock is a place of peace and serenity which for generations of families has been one constant in an ever-changing world. Your deep commitment and strong support of St. Peter's has enabled us to sustain this very special legacy for over 100 years. Tomorrow's gifts are equally important as they convey our deepest commitments and allow for the future of our Church.

The starting vision for the St. Peter's General Endowment Fund was to build financial capability over time through the receipt of unrestricted gifts from the St. Peter's community to provide financial support, as and when needed and for as long as practical, for the continuation of the work of St. Peter's on-the-Rock. The objective is to ensure St. Peter's has the financial capability to reach its 200th anniversary.

The Fund is internally restricted, under the control of the Wardens. The Fund is directly managed by an Investment Advisor at RBC Wealth Management/Dominion Securities. An Endowment Fund Oversight Committee, consisting of three voting members chosen by the Wardens, provides advice and guidance to the Wardens relative to all aspects of the establishment and operation of the Endowment Fund. This Committee is currently made up of Jamie Anderson, Mark Cooper and Ron Drake. The Committee is guided by a Charter document.

Mark Cooper and Ron Drake made a brief presentation on the status of our Endowment Fund investments at the 2024 Annual Vestry Meeting held August 11, 2024. The reports from our Investment Advisor are available for viewing: Main Fund, TD Fund and Music Scholars Fund.

There are three ways you may contribute to the Endowment Fund: by cheque, through the donation of stocks and securities, and through making a bequest in your Will. For details on these methods, including instructions, please click here. The forms referenced in this document are listed below. If you have any questions, please reach out to our Treasurer, Pat Bunting at pmbunting (at) gmail.com.

Endowment Fund Forms

St. Peter's Endowment Fund Cash Donation Agreement

St. Peter's Endowment Fund Securities Donation Agreement

St. Peter's Gift of Securities Form

Bequest and Planned Giving Statement of Intent