Be Smart About Your Taxes

Tax planning in retirement is complicated. These resources can help:

• Download our 2023 Clergy Tax Return Preparation Guide (for 2022 Returns) to understand the law.
• Consider working with a Certified Public Accountant.

Visit Tax Resources for more information.

Looking Back, Moving Forward

In the latest issue of CPG Connect, we consider how we will build on 2022 to better serve clergy and lay employees.

2023 Sustainable Investing Landscape and Strategies

Thursday, February 16
1:00 – 2:00 PM ET

Want to learn more about the techniques investors use to align values and finance? Join Insights & Ideas for a conversation with financial experts about addressing issues like climate change, diversity, and human rights in an investment portfolio.

A Message from the Chair

Ensuring the financial strength of the CPF portfolio, the Denominational Health Plan, and our commitment to socially responsible investing were among the topics covered at the recent CPF Board of Trustees meeting. Learn more.