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the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”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 October 2017.

Glossary of Investment Terms

A list of commonly used investment terms.

Authorized Account Signatories

A form to list the authorized account signatories.

United Church Funds Brochure

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

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