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United Church Funds 475 Riverside Drive, Suite 1020 New York, NY 10115-1097
Please use the form below to send us your inquiry and we will get back to you as soon as possible.

    Frequently Asked Questions

    UCF fields questions from investors and prospective clients every day. Below, we’ve answered those we hear most frequently — but if you have a question we haven’t addressed, click here to email your question, or call us toll-free at 877-806-4989.

    For Potential Clients

    Why should a church or faith-based organization consider investing at United Church Funds?

    There are four reasons why our clients have selected UCF as their trusted investment partner:

    1. Values-aligned Investing with Competitive Returns: UCF employs both a justice-oriented screening process and comprehensive shareholder engagement strategies, allowing our investors to leverage their voices as faith-based investors to change the world for the better.
    2. Diversified Custom Portfolios: UCF offers 14 investment funds, allowing each of our clients to build a customized, diversified and professionally managed portfolio.
    3. An Experienced Team: UCF provides additional value to our clients through our expertise and knowledge of best practices around non-profit investing strategies, managing distribution/withdrawal needs, shaping endowment governance policies, planned giving and more.
    4. A Trusted Partner: UCF is a non-profit organization, striving to keep our administrative and investment expenses low. We sit on the same side of the table as our clients in working toward common mission and ministry.

    Is United Church Funds a fiduciary?

    With over $825 million in assets under care for over 1,100 clients, UCF has a moral and legal imperative to operate with the utmost integrity in all our duties. We live out our fiduciary role through regular reviews of our organizational conduct policies, transparent reporting on fees and performance, consultations on our client’s fiduciary responsibilities and through our annual independent financial audit and the annual SOC1 report on our system of internal controls of financial reporting. In addition, key members of our team have earned the Accredited Investment Fiduciary financial designation.

    Who can invest with United Church Funds?

    United Church Funds welcomes all faith-based, non-profit organizations and churches. Currently, over 1,100 local churches, judicatories, denominational ministries, seminaries and healthcare institutions call United Church Funds their trusted investment partner. At this time, UCF’s offerings are not available to individuals, only to institutional investors.

    In addition to investment management, what other services does United Church Funds offer?

    Because UCF’s investment platform is designed exclusively for faith-based organizations, our team has developed a comprehensive suite of services that add value to our client relationships:

    1. Endowment Governance – UCF staff work with clients to review, update and develop policy documents to help them meet their fiduciary obligations.
    2. Trust Services – UCF can serve as trustee for many of our client’s trust accounts at no additional fee. Contact us at (877)-806-4989 to learn more and to see if your organization qualifies.
    3. Planned Giving – UCF has developed educational materials and offers planned giving vehicles to help our clients build and implement successful planned giving strategies and campaigns.

    If I have questions about investing at UCF, whom can I call? Can someone from UCF meet us?

    For questions about the investment funds and financial services offered by UCF, please contact:

    Matt Wagner, Director, Institutional Relationships
    Midwest, Southwest or Western Regions
    Email: [email protected]
    Phone: 212-729-2628

    Stacey Pettice, Executive, Institutional Relationships
    Northeast, Mid-Atlantic or Southeast Regions
    Email: [email protected]
    Phone: 212-729-2638

    Client Services Questions

    What does United Church Funds require to open a new investment account?

    Opening a new account at UCF is a simple process. For new clients, we require an Account Application and a notarized resolution that names the officers of the church authorized to act on behalf of the church’s investment accounts. Click here to download the Account Application. For existing investors, we require written authorization to create a new account. In both cases, the minimum investment to open a new account is $1,000.00.

    How do we deposit funds into or withdraw funds from our investment account?

    There are several ways to deposit funds into an investment account at UCF, including wire transfers, electronic fund transfers directly to/from your local banking institution, or transfers of securities in-kind from another broker or advisor. All withdrawals from UCF are processed electronically. For security purposes, we do not send checks to our clients. Most transactions can be processed within two business days. We recommend contacting UCF Client Services at (877) 806-4989 or by emailing [email protected] to find out which process is best for your situation.

    Can we transfer assets between UCF funds within our account, or transfer assets between 2 accounts?

    You can transfer assets between funds or accounts at any time and with any frequency. Please use forms found on our website or contact UCF Client Services at [email protected] for more information.

    Can a donor transfer or gift stock to a UCF investment account?

    Yes. We process those gifts routinely for our clients through BNY Mellon, UCF’s custodian bank. To ensure we have all the required information, please contact Client Services at [email protected].

    Do you offer online access to UCF investment accounts?

    We offer online access to view account information to authorized officers of the client. If you are already a registered user, click here to access your account information. Alternatively, you can also click on the “Client Access” menu on our website. If you haven’t registered, please contact UCF Client Services at (877) 806-4989 or [email protected] to obtain secure log-in information.

    How do we change the Authorized Officers and how often should we update UCF on these changes?

    Please use the Authorized Account Signatory form when a change of Authorized Officers occurs. We also encourage all of our clients to notify us when there is a change of Treasurer and/or Bookkeeper, Investment or Finance Committees, or Pastor.