Making a Plan: Building a Sound Investment Policy
September 5, 2019 2:54 pm Leave your thoughtsThis article highlights five essential steps in the development of a well-considered investment policy – an essential document endowments of any size.
Author Archives for Debbie Wibowo
Reconsidering the Endowment Spending Policy
September 5, 2019 2:53 pm Leave your thoughtsThis 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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”
Statement of Investment Policy
September 4, 2019 6:02 pm Leave your thoughtsUnited Church Funds’ Statement of Investment Policy, updated in November 2024.
Glossary of Investment Terms
September 4, 2019 5:59 pm Leave your thoughtsA list of commonly used investment terms.
Change of Authorized Officers
September 4, 2019 5:48 pm Leave your thoughtsA form to list the authorized account signatories.
About United Church Funds
September 4, 2019 3:55 pm Leave your thoughtsUCF general brochure that highlights the benefits of investing with UCF and describes the various socially responsible investment funds UCF offers.
The Essentials of Endowments
September 4, 2019 3:44 pm Leave your thoughtsThe Essentials of Endowments is from the Building a Legacy series that includes essential information on endowments.
Beyond Fossil Fuels Funds Brochure
September 4, 2019 3:41 pm Leave your thoughtsThis brochure describes the main elements of the Beyond Fossil Fuels Fund and Beyond Fossil Fuels Balanced Fund.
Stock Donation
September 3, 2019 6:25 pm Leave your thoughtsA form to facilitate stock donation.
Electronic Fund Transfer
September 3, 2019 6:21 pm Leave your thoughtsAccount-holders wishing to change the bank account into which withdrawals are paid must complete a new Electronic Funds Transfer Authorization Form.