Toledo Catholic Diocese

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Catholic Investment Trust Overview

Catholic Investment Trust Brochure

Benefits of Investing

New Account Checklist

New Account Set-up Form

Adoption Agreement Template

Account Update Form

Deposit/Withdrawal Form

Authorized Representative Update Form

Parish Endowment Fund Charter Template

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Parish Fund Charter Template

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School Endowment Fund Charter Template

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School Fund Charter Template

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Stock Transfer Instructions

Stock Donation Letter of Intent

Investment Policy