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.
Alternatives
This article offers an overview of alternative investments including hedge funds, real estate and private equity.
Building an Endowment with Planned Giving
This article explains the most popular options for people wanting to remember their church in their estate planning.
Conflict of Interest Policy
United Church Funds’ Conflicts of Interest Policy is reviewed and signed annually by all members of the Board of Directors and Board committees. UCF certifies that no conflicts have been reported.
Corporate Social Responsibility
This article features the social responsibility program of United Church Funds, which goes far beyond simple investment screens.
Faithful Management and Fiduciary Responsibility
This article explains the most popular options for people wanting to remember their church in their estate planning.
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, 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, 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.
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.