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This article highlights five essential steps in the development of a well-considered investment policy – an essential document endowments of any size.

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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”

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

A list of commonly used investment terms.

A form to list the authorized account signatories.

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

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

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

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

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