PoliciesResources

Statement of Investment Policy

United Church Funds’ Statement of Investment Policy, updated in October 2017.
Investor Education & Fiduciary FocusResources

Glossary of Investment Terms

A list of commonly used investment terms.
Account Forms

Authorized Account Signatories

A form to list the authorized account signatories.
Brochures

United Church Funds Brochure

UCF general brochure that highlights the benefits of investing with UCF and describes the various socially responsible investment funds UCF offers.
Brochures

The Essentials of Endowments

The Essentials of Endowments is from the Building a Legacy series that includes essential information on endowments.
Brochures

Beyond Fossil Fuels Funds Brochure

This brochure describes the main elements of the Beyond Fossil Fuels Fund and Beyond Fossil Fuels Balanced Fund.
Brochures

Just World Fund Brochure

The Just World Fund brochure provides fund overview, a list of investment managers and impact highlights.
Account Forms

Irrevocable Stock/Bond Power

A form to give permission to the sale and deposit of stock or bonds.
Account Forms

Electronic Fund Transfer

Account-holders wishing to change the bank account into which withdrawals are paid must complete a new Electronic Funds Transfer Authorization Form.
Account Forms

Wire Transfer Instructions

Instructions to use wire transfer.