Faith-driven fiduciary New Covenant Trust Company operates as a fiduciary financial planning, investment management and trust services firm focused on churches, church institutions and members. This suggests a sales angle around compliant, mission-aligned investment solutions and charitable trust services tailored to faith-based organizations seeking stewardship and governance sophistication.

Institutional partnerships The firm is a wholly owned subsidiary of the Presbyterian Church (U.S.A.) Foundation and has a track record serving congregations and institutional clients for over two decades. There is a clear opportunity to expand strategic collaborations with denominational bodies, foundations, and church networks seeking professional trust, endowment and donor-advised fund capabilities.

Expansion-ready leadership Recent leadership appointment of Angela Duffy as President & CEO in 2023, along with a growing leadership trajectory, signals potential for refined go-to-market strategies, increased visibility in church and philanthropy circles, and new product or service innovations aligned with mission-driven finance.

Diversity and DEI The 2021 launch of a Diversity, Equity, and Inclusion strategy highlights a formal commitment to inclusive practices and evaluating partner vendors. This presents a sales opportunity to offer DEI-focused investments, governance services, and audit-ready reporting to churches and federations prioritizing diverse supplier ecosystems.

Strategic collaborations Past partnerships with Episcopal Church Foundation and charitable solutions providers indicate openness to collaborative programs around complex asset gifting and creative giving. This opens paths for joint offerings, webinar co-hosting, and bundled consulting for churches exploring sophisticated gift planning and endowment strategies.