Special announcement

UCF Board of Directors has issued a Climate Justice Statement, declaring commitment to addressing global warming through investment policies and engagement.
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GET TO KNOW US

Who We Are

$1B+

Assets under management
From small reserve accounts to one of the denomination’s historic endowments

1,100+

Clients we serve
Helping local churches and faith-based organizations achieve their missions

100+

Years of responsible asset management
Non-profit, values-aligned and committed to improving the world

11

Professionally-managed investment funds
Well-diversified and socially responsible investment funds that span the spectrum of risk and return
Learn more about Us

Investment Funds

Our family of fund options provide churches and ministries with a diverse range of investment opportunities for spending and long-term growth.
Managed Funds
Create a custom portfolio from our selection of actively managed investment funds.
Funds of Funds
View our combination of managed funds designed with varying asset allocation strategies.
Net Assets Values
Get daily updates on how your investments are performing.
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Values-Aligned Investing

We provide our clients with Responsible Investments (RI) that align with their values and work toward meaningful, permanent change.
What We Invest In
Explore our commitment to providing socially responsible investments that make a positive impact.
What We Do Not Invest In
Learn more about our exclusionary screening process and its influence on our investment strategies.
What We Vote For
Discover how our Proxy Voting Guidelines help companies operate more responsibly and sustainably.
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Planned Giving

We provide the resources and marketing tools to help UCC churches and ministries integrate planned giving into their existing endowment program.
Aligning Your Goals
Explore ways to support your ministry and meet its financial goals.
Supporting Your Initiatives
Discover the resources UCF provides to promote your planned giving initiatives.
Giving You Options
See what planned giving options a donor can make to your church or ministry.
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Success Stories

Our Clients

UCF’s responsible investing strategy and screening processes match our values. In addition, UCF’s steady, consistent investment return helps us meet our financial goals and fund our ministries. Having the trust and the faith that our money is invested responsibly and giving us a return to enable us to do our work is crucial. UCF works very hard to make it possible for us to do both.
Rev. Diane Weible
Former Conference Minister/Northern California Nevada Conference
What sets UCF apart from other managers are UCF’s diversified investment strategy, active monitoring of its investment managers and willingness to change investment partners if need be.
Jim Young
Investment Committee Chair/First Congregational Church, Bellevue, Washington
UCF's mission to help churches and organizations build wealth for their missions came through loud and clear. UCF welcomed our initial investment and understood our goal to grow and create a stable endowment strategically and responsibly.
Darlene Sowell
President & CEO/Unleashing Potential
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See more Success Stories
News and resources

Discover What’s New

Annual ReportsNews

2022 Annual Report

UCF is pleased to share its 2022 Annual Report. The report highlights our commitment to supporting our clients’ missions, the 2022 investment commentary and market outlook, UCF’s financial position, updates on our responsible investing initiatives and a story from our client that illustrate the search for a trusted partner to help responsibly grow their endowment. Download and read today.
NewsResponsible Investing

UCF and Marguerite Casey Foundation Withdraw Shareholder Proposal at HCA Healthcare Following Productive Engagement

Following a productive dialogue with HCA Healthcare, UCF announced today that it had withdrawn a shareholder proposal concerning the availability of emergency abortions at the corporation’s member hospitals. Click to read more.
NewsResponsible Investing

UCF Exceeds Goal in Asset Manager Diversity

UCF today announced that it exceeded goal in asset manager diversity by contracting of a new asset manager, Xponance, a Black-founded and majority Black-owned multi-strategy investment firm. Xponance will manage a portion of UCF’s large cap portfolio utilizing a passive, S&P 500 screened index strategy, consistent with UCF’s existing social screens.
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