WHERE ARE THE
FUNDS INVESTED?

The assets of the fund will principally be invested for the longterm growth in U.S. Stocks and bonds, and cash funds as appropriate.

FUND MANAGEMENT

All of the Fund assets will all be invested for long-term growth and value appreciation. We will consult with our advisors at Cozad Asset Management, Inc., Champaign for the best approach to long-term growth and safety.

Funds will be invested in:

Stocks
Growth Funds
Bond Funds
Money Market Funds

The investments will be primarily in U.S. Corporations and
intenties.

Our general funding target percentages are:

Fixed Income and Cash 0-5%
Domestic Equities 70%
International Equities (incl. Emerging Markets) 10%
Bond Funds 15-20%

WHAT ARE WE ASKING?

We all value the education that our students received. And by working together, we can have a positive impact on the lives of many children who will follow us at The Catholic School of St. Thomas
Parish for the next 100 years.

We would ask you to consider a financial donation to the Fund. Your gift today will help to educate the future catholic students of our parish, and south Champaign County.

Thank you for your consideration, and we encourage you to contact one of us to answer any questions that you may have.

WHO TO TALK TO?

  • At anytime that you have any questions at all, you are welcome to contact any one of us:

    David Gay – dgay2@wisc.edu – 217.898.1444
    Ed Decker – emdecker94@gmail.com – 217.898.7300
    Tom Kelley – tom.kelley@syngenta.com – 217.369.6690
    Jim Deters – jdeters909@gmail.com – 217.202.3227
    Rod Schweighart – rodschweighart@yahoo.com – 217.840.6029

    You can also speak directly with Father Keith Walder, who has been part of our planning.
    We are also happy to arrange a time to meet with Board Members at your convenience.