Special announcement

Fund Fact Sheets for Q2 2020 are available. These provide information about investment strategies, performance, asset allocation and fund characteristics.
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GET TO KNOW US

Who We Are

$800M+

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

1,000+

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

14

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 14 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.
Read More info

Values-Aligned Investing

We provide our clients with Socially Responsible Investments (SRI) that align with your 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

Partnering with UCF has allowed us to align our investment portfolio with our values and ensure the proper stewardship of our endowment. We are proud to share that they have offered more than $100,000 in outreach grants to organizations in the community.
Rev. John H. Pomeroy
Co-Pastor/First Congregational Church, Pasadena

United Church Funds has responded to our socially responsible investing calling without threatening the health of our investment. Together with the UCC financial ministries, UCF work to meet the financial needs of local churches to sustain and advance their missions.

The Rev. John C. Dorhauer
General Minister and President/United Church of Christ
By selecting UCF as our investment partner, Camp Adams has been able to find new financial stability that is based on careful management of funds. This stability is allowing us to explore environmental and eco-justice initiatives in a way we would not be able to if we were operating solely as a retreat center.
Natalie Becker
Co-Director of Outdoor Ministries/Camp Adams
See more Success Stories
See more Success Stories
News and resources

Discover What’s New

NewsSRI

Regulatory Update on Responsible Investing (1)

Matthew Illian, Director of Responsible Investing provides a summary and analysis of recently issued policy recommendations and legislation that affect shareholder resolutions and ESG investing.
NewsPress Releases

UCF Awards Over $100K to Conferences for Clergy Support

UCF announced that Brown Endowment grants of over $100,000 has been awarded so far this year to 13 United UCC conferences to help them implement support programs and leadership development for authorized ministers who are addressing and responding to the crisis and trauma caused by the COVID-19 pandemic and protests for racial justice.
News

Q2-2020 Client Account Statements

Account statements as of June 30, 2020, are available via the Client Access link. We have also prepared the Q2 investor letter from Charles Buck, President and CEO, which includes preliminary performance information for Q2-2020.
See all news and resources