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.
Author Archives for Debbie Wibowo
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.
Wire Transfer Instructions
September 3, 2019 6:20 pm Leave your thoughtsInstructions to use wire transfer.
Transfer Between Accounts
September 3, 2019 6:17 pm Leave your thoughtsA form to transfer funds between two UCF accounts.
Asset Allocation
September 3, 2019 5:45 pm Leave your thoughtsA form to change asset allocation in a single account.
July 2019 Market Review
August 27, 2019 2:22 pm Leave your thoughtsFollowing is a summary of the markets and our funds’ performance for the month of July 2019, provided by our Chief Investment Strategist David A. Klassen.
August 2019 Market Commentary
August 27, 2019 2:22 pm Leave your thoughtsGiven recent market volatility, we would like to share this thoughtful perspective from David Klassen, UCF’s Chief Investment Strategist.
June 2019 Market Review
August 27, 2019 2:22 pm Leave your thoughtsFollowing is a summary of the markets and our funds’ performance for the month of June 2019, provided by our Chief Investment Strategist David A. Klassen.