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Client Portal Innovue
UCF Client Portal: Video Tutorial
UCF team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.
Client Portal Innovue
UCF Client Portal: FAQ
UCF team has prepared this FAQ document to help clients navigate the new client portal, Innovue, and gain familiarity with the new functionalities.
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Fiduciary Focus
Corporate Social Responsibility
This article features the social responsibility program of United Church Funds, which goes far beyond simple investment screens.
September 6, 2019
Account Forms
Deposit to an Existing Account
A form to make a deposit to your account at UCF.
September 5, 2019
Fiduciary Focus
Building an Endowment with Planned Giving
This article explains the most popular options for people wanting to remember their church in their estate planning.
September 5, 2019
Fiduciary Focus
Faithful Management and Fiduciary Responsibility
This article explains the most popular options for people wanting to remember their church in their estate planning.
September 5, 2019
Fiduciary Focus
Alternatives
This article offers an overview of alternative investments including hedge funds, real estate and private equity.
September 5, 2019
Fiduciary Focus
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.
September 5, 2019
Fiduciary Focus
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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”
September 5, 2019
Fiduciary Focus
Statement of Investment Policy
United Church Funds’ Statement of Investment Policy, updated in June 2021
September 4, 2019
Fiduciary Focus
Glossary of Investment Terms
A list of commonly used investment terms.
September 4, 2019
Account Forms
Authorized Account Signatories
A form to list the authorized account signatories.
September 4, 2019
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