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.
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.
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.
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.
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.
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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”
Statement of Investment Policy
United Church Funds’ Statement of Investment Policy, updated in June 2021