September 5, 2019 2:53 pm
Published by Debbie Wibowo
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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”
September 4, 2019 6:02 pm
Published by Debbie Wibowo
United Church Funds’ Statement of Investment Policy, updated in November 2024.
September 4, 2019 5:59 pm
Published by Debbie Wibowo
A list of commonly used investment terms.
September 4, 2019 5:48 pm
Published by Debbie Wibowo
A form to list the authorized account signatories.
September 4, 2019 3:55 pm
Published by Debbie Wibowo
UCF general brochure that highlights the benefits of investing with UCF and describes the various socially responsible investment funds UCF offers.
September 4, 2019 3:44 pm
Published by Debbie Wibowo
The Essentials of Endowments is from the Building a Legacy series that includes essential information on endowments.
September 4, 2019 3:41 pm
Published by Debbie Wibowo
This brochure describes the main elements of the Beyond Fossil Fuels Fund and Beyond Fossil Fuels Balanced Fund.
September 3, 2019 6:25 pm
Published by Debbie Wibowo
A form to give permission to the sale and deposit of stock or bonds.
September 3, 2019 6:21 pm
Published by Debbie Wibowo
Account-holders wishing to change the bank account into which withdrawals are paid must complete a new Electronic Funds Transfer Authorization Form.
September 3, 2019 6:20 pm
Published by Debbie Wibowo
Instructions to use wire transfer.