Post-election Reflections: So Now What?
What’s next for global financial markets under a second Trump administration? Matthew Wagner, VP of Institutional Relationships, has put together key insights and principles to help our clients and investors stay steady in this period of change. Click to download and read.
Fiduciary Focus: Talents, Stewardship and Stock Donations
In the most recent Fiduciary Focus, Matt Wagner, Vice President of Institutional Relationships, discusses contributing to a church’s or faith-based organization’s mission through appreciated securities, particularly stock donations, and the advantages of making this kind of donation. Read more.
Fiduciary Focus: Coming Up With A Game Plan For Up- and Down-Times
Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses and illustrates the impact of excess withdrawals. Read the article.
Fiduciary Focus: Staying the Course
Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses the importance of maintaining a long-term focus on investment strategies, even during challenging and uncertain times. Read the article.
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.
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.
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.
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.