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UCF Co-Files Shareholder Resolutions Seeking Workplace Equity Data
UCF is partnering with As You Sow and co-filed three shareholder resolutions urging corporate transparency on diversity, equity and inclusion efforts.
Q4-2020 Client Account Statements
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.
Investor Education & Fiduciary Focus
Five Steps to A Successful Planned Giving Program
Watch this three-minute video where Don Hill of Don Hill Consulting outlines five steps to creating an effective, dynamic and successful Planned Giving program.
June 22, 2020
How to Talk About Planned Giving During Difficult Times
In this three-minutes video, Don Hill of Don Hill Consulting shares four elements to keep in mind when approaching members of your congregations to talk about planned giving at this difficult time.
June 17, 2020
The Impact of CARES Act on Charitable Giving
The CARES Act contains provisions that will affect, among other things, charitable giving. UCF has prepared a list of resources and major takeaways on what the CARES Act means for charitable giving.
April 16, 2020
Introduction to Charitable Gift Annuities
Milly Hernandez, Client Service Team Leader and Planned Giving Associate and Don Hill, President, Don Hill Consulting, explain the key aspects of Charitable Gift Annuities, one of the most popular ways to make a planned gift.
November 29, 2018