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.
There are four reasons why our clients have selected UCF as their trusted investment partner:
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.
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.
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:
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]rg
Phone: 212-729-2638
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.
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.
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.
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].
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.
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.