Tag Archive: Fiduciary Focus

Post-election Reflections: So Now What?

December 16, 2024 6:23 pm Published by

What’s next for global financial markets under a second Trump administration? Matthew Wagner, VP of Institutional Relationships, has put together key insights and principles to help our clients and investors stay steady in this period of change. Click to download and read.

Fiduciary Focus: Talents, Stewardship and Stock Donations

November 21, 2023 7:40 pm Published by

In the most recent Fiduciary Focus, Matt Wagner, Vice President of Institutional Relationships, discusses contributing to a church's or faith-based organization's mission through appreciated securities, particularly stock donations, and the advantages of making this kind of donation. Read more.

Fiduciary Focus: Staying the Course

July 14, 2022 11:55 pm Published by

Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses the importance of maintaining a long-term focus on investment strategies, even during challenging and uncertain times. Read the article.

Fiduciary Focus, Q2 2021

June 15, 2021 8:01 pm Published by

Matt Wagner’s latest  fiduciary article discusses how the United Church of Christ General Synod resolutions guide United Church Funds's investment decision-making processes, as well as how investors are helping to create a just world for all using their economic power.

Fiduciary Focus, Q1 2020: Gift Acceptance Policy

January 6, 2021 6:15 pm Published by

A Matthew Wagner, Vice President of Institutional Relationships, has prepared this article that lays out practices and strategies in creating a Gift Acceptance Policy - an essential but often overlooked section of endowment governance.

Fiduciary Focus, Q3 2020

September 22, 2020 3:10 pm Published by

Matthew Wagner, Vice President of Institutional Relationships, wrote this guide to help churches start the process of building a workable and effective investment policy.