Tag Archive: Fiduciary Focus

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.