Corporate Social Responsibility
This article features the social responsibility program of United Church Funds, which goes far beyond simple investment screens.
Deposit/Withdrawal Transaction Form
A form to make a deposit to or withdrawal from your account at UCF.
Building an Endowment with Planned Giving
This article explains the most popular options for people wanting to remember their church in their estate planning.
Faithful Management and Fiduciary Responsibility
This article explains the most popular options for people wanting to remember their church in their estate planning.
Alternatives
This article offers an overview of alternative investments including hedge funds, real estate and private equity.
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.
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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”
Statement of Investment Policy
United Church Funds’ Statement of Investment Policy, updated in November 2024.