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Getting Started

Investing For Retirement

Planning for retirement is one of the best ways to work toward your future goals. Individual Retirement Accounts (IRA) are an important addition to supplement your future income from social security, pension and other investment vehicles.

Learn how you can set up your own IRA, IRA rollover, or Roth IRA using New Covenant Funds. Call Shareholder Services at 877-835-4531; we are available to answer your questions.

Download an application or request a copy by mail.

Investing For Education

You can use New Covenant Funds as a tool to build toward a child’s education. A Coverdell Education Savings Account (ESA), which allows you to provide additional support for qualified education expenses including elementary, secondary, and higher education, can be established with a New Covenant Fund account.

Download a Coverdell Education Account Application or contact Shareholder Services at 877-835-4531.

Here are answers to some frequently asked questions about Coverdell ESAs:

How much can I contribute each year?

You may contribute up to $2000 per child under 18, as long as your adjusted gross income is under $110,000 for a single taxpayer or less than $220,000 for taxpayers filing jointly.

Am I taxed on my withdrawals?

Distributions are generally tax-free if the distributions are used to pay qualified education expenses of the child.

Can I make a deduction for the contributions on my income taxes?

Contributions to the account are not tax-deductible by the contributor.

Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.

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Information provided on this website is intended only for persons who are eligible to purchase U.S.-registered investment funds. Nothing contained on this website should be considered a solicitation to buy or an offer to sell shares of any of the New Covenant Funds in any jurisdiction where such offer or solicitation would be unlawful under the securities laws of such jurisdiction.

To determine if the Fund(s) are an appropriate investment for you, carefully consider the investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus, and if available, the summary prospectus, which can be obtained by calling 1-877-835-4531. Read the prospectus carefully before investing.

The Funds may choose not to invest in or may limit profitable investments in companies which have been identified as being in conflict with the social-witness principles of the Presbyterian Church (U.S.A.). New Covenant Mutual Funds are sold as New Covenant Funds.

Mutual fund investing involves risk. Principal loss is possible.

SEI Investments Management Corporation (SIMC) is the adviser to the New Covenant Funds which are distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.

Federated Treasury Obligations Fund is distributed by Federated Securities Corp. Neither SIMC nor SIDCO is affiliated with Federated Securities Corp.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT