Account Forms

New Account Application

This document functions as a type of prospectus for United Church Funds, describing our various funds, policies, investment objectives and risks, considerations for fund selection and more.
Fiduciary Focus

Corporate Social Responsibility

This article features the social responsibility program of United Church Funds, which goes far beyond simple investment screens.
Account Forms

Deposit/Withdrawal Transaction Form

A form to make a deposit to or withdrawal from your account at UCF.
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.
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.
Fiduciary Focus

Alternatives

This article offers an overview of alternative investments including hedge funds, real estate and private equity.
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.
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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”
Fiduciary Focus

Statement of Investment Policy

United Church Funds’ Statement of Investment Policy, updated in June 2021
Fiduciary Focus

Glossary of Investment Terms

A list of commonly used investment terms.