Milly Hernandez, Client Service Team Leader and Planned Giving Associate and Don Hill, President, Don Hill Consulting, explain the key aspects of Charitable Gift Annuities, one of the most popular ways to make a planned gift.
Following is a summary of the markets and our funds’ performance for the month of April 2018, provided by our Chief Investment Strategist David A. Klassen.
At today’s annual shareholder meeting for Abbvie a first-time shareholder proposal questioning the links between executive compensation packages and drug price increases received a solid show of support from investors, signaling to the board of directors that this issue is key to investor confidence about the long-term sustainability of the company.
Andrew Russell, Director of Fixed-Income Investments of The Pension Boards – United Church of Christ and Kathryn O’Neill McCloskey, Director of Social Responsibility, United Church Funds, share their insight on how investors can help protect the earth and achieve a competitive return from green investments.
United Church Funds celebrates the Massachusetts Conference of the United Church of Christ (MACUCC) Board of Director’s decision to transfer all of their assets currently invested with UCF to the Beyond Fossil Fuels Balanced Fund.
As a leader in SRI, UCF makes it a priority to thoughtfully and effectively respond to urgent calls for social action from the United Church of Christ, our investors and other SRI partners. UCF is pleased to share positive updates on our work in corporate dialogues and shareholder resolutions.
The 2017 Annual Report provides information on fund performance, socially responsible investing initiatives, the breadth of UCF’s clients and the new planned giving microsite platform.
With the Dow Jones Industrial Average, the S&P 500 index, and other global equity markets having sold off after a strong January, the following is our perspective on the sudden return of volatility to the markets provided by our Chief Investment Strategist David A. Klassen.
Following is a summary of the markets and our funds’ performance for the fourth quarter of 2017, provided by our Chief Investment Strategist David Klassen.