Retirement income—Planning

Scope and Contents From the Collection: The collection if the Sisters of Charity of the Blessed Virgin Mary contain materials dated from the founding of the BVMs in 1833 to the present day. Holdings include materials related to the congregation, files for more than 200 missions (primarily elementary and high schools) in 21 states and three foreign countries, manuscripts, photographs, audio‐visual materials, books,...

Scope and Contents From the Collection: The collection if the Sisters of Charity of the Blessed Virgin Mary contain materials dated from the founding of the BVMs in 1833 to the present day. Holdings include materials related to the congregation, files for more than 200 missions (primarily elementary and high schools) in 21 states and three foreign countries, manuscripts, photographs, audio‐visual materials, books,...

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This folder contains census projection data for female religious populations from 2002 to 2046, based on the William M. Mercer Mortality Table. The projections start from the base year December 31, 2002, and include detailed demographic analyses spanning from 1997 to 2001.

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This folder contains the report titled "Committee For Community Needs 1979," which focuses on community needs related to retirement. The document was compiled in January 2001 and provides insights into the committee's findings and recommendations concerning retirement issues within the community.

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This folder contains documents related to the decision to establish a Continuing Care Charitable Trust (CCCT) to replace the Retirement Fund & Plan, including records from the year 1985.

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This folder contains documents related to the decision to allocate additional funds to three former members from the CCCT, including correspondence, financial records, and official approvals concerning the CCCT Gift to Former Members 1999.

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This folder contains the First Servants of Mary Continuing Charitable Trust Instrument, adopted in 1991, also titled CCCT Instrument 1991.

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This folder contains the Amendment and Restatement of the Servants of Mary Continuing Charitable Trust Instrument, 2003, also known as the CCCT Instrument 2003.

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This folder contains the CCCT Instrument 2007, which pertains to the amendment related to the term limits of CCCT trustees, enacted in 2007. It includes documents and records from January 1991 that detail the changes made to trustee tenure policies within the organization.

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This folder contains the Investment Policy Statements for all Servants of Mary portfolios from the years 2000 through 2009, including the 2000 Investment Policy Statement and subsequent updates from the CCCT for the years 2003, 2004, 2006, 2007, and 2009.