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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.

Instructions to use wire transfer.

A form to transfer funds between two UCF accounts.

A form to change asset allocation in a single account.

Following is a summary of the markets and our funds’ performance for the month of July 2019, provided by our Chief Investment Strategist David A. Klassen.

Given recent market volatility, we would like to share this thoughtful perspective from David Klassen, UCF’s Chief Investment Strategist.

Following is a summary of the markets and our funds’ performance for the month of June 2019, provided by our Chief Investment Strategist David A. Klassen.