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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.)

Records and archives of associations, societies, networks, and other organizational entities that have or had an informal link to the General Convention or the DFMS of the Episcopal Church and exist independently of those bodies for the purpose of pursuing a specific mission direction.

The DFMS archive on the American Church Institute (ACI) is largely focused on the years 1906 through 1967, although documentation on individual schools dates from 1867 (see AO-00-R0061-02-12). The collection represents a reasonably comprehensive record of ACI during its lifetime and, in most cases, a much briefer synopsis of the life of each of the individual schools, although student rosters and academic records are not present. The overall ACI administrative records consist of minutes, reports, legal and financial documents, correspondence, historical summaries, building plans, studies, surveys, publications, photographs, and ACIN's corporate seal. Records of the individual schools include copies of minutes of the boards of trustees, reports, correspondence, financial documents, institutional histories, personnel records, and publicity materials.

This set of records contains by-laws of the school (1892, 1937) and records of the school’s Board of Trustees, including meeting minutes and correspondence (1940-1944), annual reports (1919-1921), and reports to the National Council (1933, 1941). Also present is considerable correspondence by the ACI Director (1940-1945) and Treasurer (1939-1944) on school matters. Financial records (1940-1945) and Calhoun pamphlets (1905, 1937) complete the series.

Records of the school include its charter (1867) and initial agreement with ACI (1906), Board of Trustees' meeting minutes and President's reports (1931, 1940, 1947-1954), and documents relating to building programs (1929, 1947). Financial records include audit reports almost complete (1936-1967), correspondence (1939-1951), and budgets and salaries (1949-1954, 1957-1958). Correspondence is present between St. Augustine's president and the Home Department director (1948-1954), as well as the ACI director's correspondence (1919-1943). This series also includes a survey report of the school by the George Peabody College for Teachers (1946). Some documents dating from 1938 to 1941 relate to the Bishop Tuttle Training School, a Christian social work and religious education institution administered by St. Augustine's from 1925, including the school's bulletin and a survey report.

The records of the Girls’ Friendly Society in the United States of America (GFS-USA) provides an impressive historical record of the organization. Minutes and reports of the Board of Directors, Executive Committee, and Coordinating Board, as well as financial ledgers and audits document the organizations governing bodies and fiscal responsibilities. The relationship between the national headquarters of the GFS-USA and local chapters as well as the Department of Christian Education of the Executive Council is also well documented.

In addition, a large collection of publications provides a thorough history regarding the activities and mission of the GFS-USA from as early as 1878.

The records of The Associated Parishes comprises typescript meeting minutes from 1946 through 1970 as well as a small group of publications, including an incomplete run of the quarterly publication, Sharers.

The records of the Retiring Fund for Deaconesses (RFD) comprise correspondence, minutes, printed material, financial documents, and reports that originated primarily in the files of Margaret Jackson, who served as the Secretary (1967-1982) and as a member of the Board of Directors (1982-1984). The correspondence reflects the devotion of women nurturing a community of former colleagues, a considerable portion of which documents the deaconesses’ position on the ordination of women as deacons and priests.

This collection comprises printed materials, minutes, reports, correspondence, class lectures, photographs, literary works, and guest books created and collected by St. Margaret’s House to document its work educating women as deaconesses, missionaries, and educators. The majority of the records date from 1920 to 1950 with the largest number belonging to the Board of Trustees and the Dean’s Office.

Although most of the records pertaining to academics are from the institution’s final years of operation, there are some files relating to special academic programs, projects, and divisions pre-1945. Also included are a variety of material published by St. Margaret’s House, as well as other material collected by staff in scrapbooks, such as leaflets, articles, and photographs, spanning the organization’s history from its beginning in 1908. A small amount of material from the 1990s, related to the Strong Center, is also present.

The Papers of Katharine Putnam document segments of her work as a deaconess stationed in China in the decades leading up to the Communist revolution in the late 1940s. The correspondence and diaries present limited details of Putnam’s life with the most documentation dating from World War II. Photographs comprise the bulk of the collection, most of which are related to the China Mission with approximately one fifth being cultural scenes of China. Also included are several liturgies written in Chinese as well as an album of photos and inscriptions that was created as a memento to Putnam upon her departure from China in 1950.