Investor Education & Fiduciary FocusNews

5 Steps Toward Sustainable Investing

View and download a helpful guide to assist faith-based and non-profit organizations who want to align their investments with their values.
Investor Education & Fiduciary FocusNews

Fiduciary Focus, Q2 2021

Matt Wagner’s latest  fiduciary article discusses how the United Church of Christ General Synod resolutions guide United Church Funds’s investment decision-making processes, as well as how investors are helping to create a just world for all using their economic power.
Investor Education & Fiduciary FocusNews

Fiduciary Focus, Q1 2020: Gift Acceptance Policy

A Matthew Wagner, Vice President of Institutional Relationships, has prepared this article that lays out practices and strategies in creating a Gift Acceptance Policy – an essential but often overlooked section of endowment governance.
Investor Education & Fiduciary FocusNews

Fiduciary Focus, Q3 2020

Matthew Wagner, Vice President of Institutional Relationships, wrote this guide to help churches start the process of building a workable and effective investment policy.
Investor Education & Fiduciary FocusNews

New Online Resources for Financial Education

UCF and Cornerstone Fund — two financial ministries of the United Church of Christ — have created online videos for church leaders and members on financial matters, including socially responsible investing and best practices for a financially healthy congregation.
Investor Education & Fiduciary Focus

Corporate Social Responsibility

This article features the social responsibility program of United Church Funds, which goes far beyond simple investment screens.
Investor Education & Fiduciary Focus

Building an Endowment with Planned Giving

This article explains the most popular options for people wanting to remember their church in their estate planning.
Investor Education & Fiduciary Focus

Faithful Management and Fiduciary Responsibility

This article explains the most popular options for people wanting to remember their church in their estate planning.
Investor Education & Fiduciary Focus

Alternatives

This article offers an overview of alternative investments including hedge funds, real estate and private equity.
Investor Education & Fiduciary Focus

Making a Plan: Building a Sound Investment Policy

This article highlights five essential steps in the development of a well-considered investment policy – an essential document endowments of any size.