Account statements as of December 31, 2020, are available via the Client Access link. We have also prepared the Q4 investor letter from Charles Buck, President and CEO.
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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”