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Records of offices and staff engaged in the Episcopal Church's ecumenical and interreligious relationships, including meeting records of Episcopal and Anglican dialogues, consultations, and covenanted agreements; conversations with faith traditions, work with ecumenical organizations such as the NCCC and WCC, on-going work with full communion partners, and operational files.

This class is designated for records of the Church's work in the mid to late twentieth century with immigrants and refugees, including policy advocacy, refugee resettlement (Episcopal Migration Ministries), issue awareness, recruitment of volunteers, social network development, and fund raising. See also ERD under AO: Episcopal Church Organizations and Agencies.

Includes records of self-regulating entities, projects, sponsored programs, special events, and networks for large cross-departmental mission-oriented activities and work with external Episcopal organizations. The class category accommodates entities and interaction not easily assigned to existing program classifications.

Records created in the conduct of official business by the Presiding Bishop or his/her office assistants, administrative and program canons, and other agents acting on the primate's behalf. May include events, special program records, employee management, activities of representatives to ecumenical bodies, other Episcopal agencies, projects, outside activities and networks, name correspondence, and miscellany; also includes confidential correspondence and other records of the Presiding Bishop's Chancellor.

A category used for rare instances of records documenting an event that is outside the official duties of the office that may be sponsored or nominally led by the primate by but not directly operated or overseen by a position within the office operation.

Records of the proceedings of committees, agencies, and officers associated with the Board of Missions and its sub-units of governance.

Generally includes the business and operational records of the treasurer or chief financial office, the controller, and other unit directors responsible for the administration of financial assets and reporting responsibilities, for control and reporting of gifts, and other asset-related duties assigned by General Convention or Executive Council.

Permanent records of DFMS fiduciary accountability for invested funds in all endowments, trusts, and custodial accounts; including records of the investment oversight committees, trust fund registers, DFMS donor trust files, fiduciary trust investment files, records of agreements and reports from investment service providers, and annual statements on investment returns.

Records typically created in the planning and cultivation of sources for fund raising such as capital campaigns, annual campaigns, major gifts development, sponsored grants and prospects for planned giving. (See also FA 06 Institutional Development for records of financial accountability.)