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Brochures
United Church Funds Brochure
Our general brochure, this document highlights the benefits of investing with United Church Funds and describes the various investment funds that make up our family of options.
Beyond Fossil Fuels Funds Brochure
This brochure describes the main elements of the Beyond Fossil Fuels Fund and Beyond Fossil Fuels Balanced Fund, our climate-friendly options free of investments in companies exploring for or producing fossil fuels.
The Essentials of Endowments
From our Building a Legacy series — a primer on endowments: what they are, how they’re managed, and the policies organizations need to develop to manage and grow their endowments effectively.
Social Issues Proxy Voting Guidelines
The UCF Social Issues Proxy Voting Guidelines.
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Investor Education Series
Reconsidering the Endowment Spending Policy
This article highlights the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.” A chart demonstrates the viability of a spending policy based on Total Return.
Making a Plan: Building a Sound Investment Policy
This article highlights five essential steps in the development of a well-considered investment policy – an essential document endowments of any size.
Corporate Social Responsibility
This article features the social responsibility program of United Church Funds, which goes far beyond simple investment screens.
Alternatives
Alternatives: the what, the when, the why. Should your church consider adding alternatives to your endowment’s investment portfolio? Or do alternatives fall outside your policy guidelines? This article offers an overview of alternative investments including hedge funds, real estate and private equity.
Building an Endowment with Planned Giving
Any church can build an endowment, and this article explains the most popular options for people wanting to remember their church in their estate planning.
Faithful Management and Fiduciary Responsibility
Any church can build an endowment, and this article explains the most popular options for people wanting to remember their church in their estate planning.
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Annual Reports
2016 Annual Report
2015 Audited Financial Statements
2015 Annual Report
2014 Audited Financial Statements
2014 Annual Report
2013 Annual Report
2012 Annual Report
2011 Annual Report
2010 Annual Report
2009 Annual Report
2008 Annual Report
2007 Annual Report
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Policy Documents
Statement of Investment Policy
United Church Funds’ Statement of Investment Policy, approved by the Board of Directors in February 2016.
Conflicts of Interest Policy
United Church Funds’ Conflicts of Interest Policy is reviewed and signed annually by all members of the Board of Directors and Board committees. UCF certifies that no conflicts have been reported.
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Schedule of Investments 03-31-17
Schedule of Investments 12-31-16
Schedule of Investments 09-30-16
Schedule of Investments 12-31-15
Schedule of Investments 12-31-14
Schedule of Investments 12-31-13
