Investing with a Mission: Performance Beyond the Numbers

Serving as a trusted investment partner for churches and faith-based organizations for over 100 years, UCF has an in-depth understanding of unique financial needs and goals of faith-based organizations — as well as the guiding principles and missions that inspire them.

Changing the World through Socially Responsible Investing

Established in 1909, United Church Funds helps churches and faith-based organizations make socially responsible investments (SRI) that improve the world we live in and reflect our shared values.

As part of our efforts, we work with ecumenical leaders and like-minded investors to actively address the environmental, social and governance (ESG) issues that make sustainable capitalism possible. We do this by:

  • Investing in companies that operate responsibly and sustainably
  • Providing a family of diversified funds managed for prudence and performance
  • Observing the legal guidelines that govern faith-based institutional endowments

Aligning Purpose with Performance

Acting as the institutional investment ministry of the UCC, United Church Funds offers a family of expertly managed, well-diversified funds that blend values-aligned investments with competitive performance. We currently manage over $1B in assets from ministries across the investment spectrum – from small church reserve accounts to some of the denomination’s historic endowments.

As a trusted investment partner, we offer UCC churches and ministries the following advantages:

Investing with United Church Funds gives churches and UCC ministries access to the team, services, resources and modern portfolio management that adhere to – and build on – the values of the United Church of Christ. By seeking to align strong investment performance with our shared purpose, we make money more available for your ministry.


United Church Funds supports our clients’ missions and generates outstanding values-aligned investment performance.


Investment that creates a just world for all.

Our core values help us guide and measure our plans and our actions, as individuals and as an organization —

We seek to operate at the highest level to provide accurate, high-performing, professional, reliable and sustainable results as a leader in our industry.

In every action and interaction, we seek to perform accountably, ethically, transparently — nurturing our relationships, our financial resources and our human assets.

In the tradition of faith, we engage with clients, colleagues and all others where they are— fostering respect, honoring their gifts and grounding our interactions in a spirit of welcome.

We evolve with you — our product offerings, capabilities and outlook provide solutions for our clients’ current and anticipated missional needs and challenges.

With the voices of many, we are greater. Our team, our partners and our acts will encourage the plurality of opinion that arises with intentional inclusion.

We commit to bold action in support of the environment and the global community — in doing so, we believe we are acting morally and also on behalf of our clients’ long-term financial health.

Our Investments

We provide a family of 11 traditional funds and three alternative options that offer the performance and flexibility to meet your timeline, risk tolerance and return objectives.
News and Resources

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UCF 2021 Shareholder Resolutions

On behalf of our clients, UCF works to encourage responsible corporate citizenship in the companies we invest in. One way we do this is by filling shareholder resolutions that bring up specific issues for vote by shareholders to help create a just world for all.

Amex Shareholders Overwhelmingly Support Diversity, Equity, Inclusion Disclosure

UCF, alongside shareholder advocacy group, As You Sow, co-filed a shareholder resolution asking for more data on the effectiveness of American Express’s diversity and inclusion program. A strong 60% majority of shareholders voted in favor of the resolution at the recent annual general meeting.

The Race to Save Our Planet: Climate Change Pressures Ratcheting Up

Matthew Illian, Director of Responsible Investing, discusses the pressure being applied to corporations to protect our planet and the strategic partnership to address climate issues.