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.

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.

Corporate Social Responsibility

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

Building an Endowment with Planned Giving

This article explains the most popular options for people wanting to remember their church in their estate planning.

Faithful Management and Fiduciary Responsibility

This article explains the most popular options for people wanting to remember their church in their estate planning.

Alternatives

This article offers an overview of alternative investments including hedge funds, real estate and private equity.

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.

Reconsidering the Endowment Spending Policy

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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”

Glossary of Investment Terms

A list of commonly used investment terms.