The Church Family Ownership Program is the private investment program begun in 2008 to finance the Unity of Wimberley property. The program is opened every five years for an "open exchange" to allow new investors in and current investors to modify their investment. The exchange has a net-zero effect on the liability balance. The next every-five-years open exchange period will be first quarter of 2023.
Program Documents:
- High-Level Investment Terms
- Property Description--Hay County
- Frequently Asked Questions
- Program Disclosure Statement (updated for 2018 Open Exchange Campaign only with the latest personnel & trustee information about Unity of Wimberley along with the latest financial balances of the Program; there are no modifications being made to the terms of 2013 CFO Program)
- Investment Agreement Sample
CFO Committee:
Jan Gauvain, board president
John Criswell, board treasurer
Bruce Kingsley, committee chairman & program administrator
Leslie Howe, legal advisor
To contact the CFO Committee email cfo@unityofwimberley.com.
CFO Program Pay Agent:
Be Square Bookkeeping
Stephanie Shreffler, owner
2319 Webster St
Mandeville, LA 70448
IRA Administrator:
www.tmico.com
901 Summit Avenue
Fort Worth, TX 76102
817-335-2933
Documents for Investor Closing:
Investment Agreement--sample only
Financial Statements are available upon request by emailing cfo@unityofwimberley.com