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End-of-Year Statements Are Now Available
End-of-year statement is now available and please check out new video tutorials on making the most of your client portal experience!
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.
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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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”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
Change of Authorized Officers
A form to list the authorized account signatories.
September 4, 2019
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.
September 4, 2019
Brochures
The Essentials of Endowments
The Essentials of Endowments is from the Building a Legacy series that includes essential information on endowments.
September 4, 2019
Brochures
Beyond Fossil Fuels Funds Brochure
This brochure describes the main elements of the Beyond Fossil Fuels Fund and Beyond Fossil Fuels Balanced Fund.
September 4, 2019
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