Capital investments

This folder contains the Amended Bylaws of MBC, dated May 10, 2017, detailing the updated governance structure, rules, and regulations of the organization.

This folder contains the Amended Bylaws of MBC, updated on October 24, 2018.

This folder contains miscellaneous correspondence dated from 1998 to 2017, labeled under the title "MBC Correspondence."

This folder contains the MBC Governance Guidelines 2007 document, outlining the principles and practices for effective governance within the organization.

This folder contains the MBC Investment Policy Statement 2000, which outlines the investment principles, objectives, and guidelines established by MBC. It includes detailed policies on asset allocation, risk management, and investment decision-making processes to ensure alignment with the organization's financial goals. The document serves as a comprehensive reference for investment strategies and compliance standards.

This folder contains the letter from the IRS dated April 2, 1998, indicating that the MBC is exempt under the USCCB group ruling. This folder includes the official documentation confirming the MBC's tax-exempt status as of 1998.

This folder contains documents related to the consideration of the National Catholic Community Foundation as the future home for MBC funds, covering the period from 2015 to 2020.

This folder contains an exploration of options for the future of MBC, conducted by the Milwaukee legal firm Quarles & Brady, LLP, during 2015-2016.

This folder contains correspondence and documentation regarding an inquiry made in 2020 about UNIFAS's potential interest in taking over the MBC Legacy Planning fund.

This folder contains an exploration of options for the future of MBC, as analyzed by the Milwaukee legal firm Von Briesen & Roper, SC, in 2020.