UCF, alongside shareholder advocacy group, As You Sow, co-filed a shareholder resolution asking for more data on the effectiveness of American Express’s diversity and inclusion program. A strong 60% majority of shareholders voted in favor of the resolution at the recent annual general meeting.
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.
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.
Matthew Wagner, Vice President of Institutional Relationships, wrote this guide to help churches start the process of building a workable and effective investment policy.
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.
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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”