UCF Investment Manager Updates – Q2 2020

At UCF, we are constantly communicating with and evaluating the investment managers we utilize within our funds, and we have made some significant change in the first half of 2020. We have eliminated Fiduciary Management and added Nuveen’s Core Impact Bond Strategy to our Fixed Income Fund.

July 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of July 2020, provided by our Chief Investment Strategist David A. Klassen.

Meet Matthew Illian, Director of Responsible Investing

Matthew Illian joins United Church Funds in August 2020 as Director of Responsible Investing, bringing in broad experience in capital markets, personal financial advising and impact investing. We spent time with Matthew to learn how he started in the responsible investing field, the evolvement of responsible investing, his view on racial justice investing and what his family is passionate about.

UCF Awards Over $100K to Conferences for Clergy Support

UCF announced that Brown Endowment grants of over $100,000 has been awarded so far this year to 13 United UCC conferences to help them implement support programs and leadership development for authorized ministers who are addressing and responding to the crisis and trauma caused by the COVID-19 pandemic and protests for racial justice.

Q2-2020 Town Hall Meeting

On July 28, 2020, United Church Funds hosted a Townhall meeting for its clients. The recording and presentation are now ready for viewing and download.

UCF Names Matthew Illian as Director of Responsible Investing

United Church Funds (UCF) is pleased to welcome Matthew J. Illian as its new Director of Responsible Investing. Illian brings broad experience in capital markets, personal financial advising and impact investing.

Q2-2020 Townhall Meeting

We are inviting our valued clients to register and participate in a Client Townhall Zoom meeting on Tuesday, July 28, at 5:00 p.m. EDT. On this call, our team will review the first half of 2020 and discuss our investment strategies and priorities for the coming months, as well as highlight our activities related to responsible investing.

June 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of June 2020, provided by our Chief Investment Strategist David A. Klassen.

Q2-2020 Client Account Statements

Account statements as of June 30, 2020, are available via the Client Access link. We have also prepared the Q2 investor letter from Charles Buck, President and CEO, which includes preliminary performance information for Q2-2020.

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.