Publications & Resources
Newsletters |
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UCFocus (Q2) Summer 2010 |
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UCFocus (Q1) Spring 2010 |
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May 2010 CSR Review May 2010 Issue of the United Church Funds Review of Socially Responsible Investing and Corporate Social Responsibility |
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UCFocus (Q4) Winter 2010 |
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UCFocus (Q3) Fall 2009 In this issue... In less than 40 years, a Tiffin OH churches takes its endowment from $5,000 to over $1 million; UCF investors enjoy some third quarter gains; we discuss health care guidelines offered by the Interfaith Center for Corporate Responsibility; and our education article reviews the basics of alternative investments. |
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October 2009 CSR Review October 2009 Issue of the United Church Funds Review of Socially Responsible Investing and Corporate Social Responsibility |
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UCFocus (Q1) Spring 2009 Big news: the United Church Foundation becomes United Church Funds! This issue also highlights the UCF Corporate Social Responsibility ministry and offers an update on the General Synod call to use economic leverage to promote peace in the Middle East. |
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UCFocus, 2008 All four quarterly editions of UCFocus for 2008 in one PDF (1.8MB) |
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UCFocus, 2007 All four quarterly editions of UCFocus for 2007 in one PDF (1.5MB) |
Brochures |
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UCF Video Contest Rules Complete instructions and rules for the UCF video contest, Investing Responsibly in Uncertain Times. Deadline for entries is 11:59pm on September 30, 2010. |
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January 2010 CSR Review January 2010 Issue of the United Church Funds Review of Socially Responsible Investing and Corporate Social Responsibility |
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Investing Responsibly in Uncertain Times |
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Social Issues Proxy Voting Guidelines The UCF Social Issues Proxy Voting Guidelines. |
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Social Issues Proxy Voting Guidelines The UCF Social Issues Proxy Voting Guidelines. |
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United Church Funds Our general brochure, this document highlights the benefits of investing with United Church Funds and describes the nine investment funds that make up our family of options.(388KB) |
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Sustainability Report 1st Edition Inaugural report on the sustainability of the operations and investments of United Church Funds. |
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Strategic Plan 2008-2010 The Board of Directors and staff develop and update the UCF's strategic plan every several years. This document highlights our Guiding Principles and objectives for ministry and service to our investors. (1.2MB) |
Investor Education |
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2010 List of Excluded Companies A list of all companies whose shares have been disqualified from purchase by UCF portfolio managers based on the source of their revenue, per investment policy guidelines. |
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Statement of Investment Policy A 66-page document detailing the investment policies governing the investment and management of United Church Funds' family of funds. |
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Vol 1: Reconsidering the Endowment Spending Policy The first in United Church Funds' Investor Education Series, this article highlights the concept of a spending policy based on Total Return - the contemporary and successor spending model to the outdated "save the principal, spend the income." A chart demonstrates the viability of a spending policy based on Total Return. |
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Vol 2: Making a Plan: Building a Sound Investment Policy This article highlights five essential steps in the development of a well-considered investment policy - an essential document endowments of any size. |
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Vol 3: Corporate Social Responsibility This article features the social responsibility program of United Church Funds, which goes far beyond simple investment screens. |
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Vol 5: Alternatives Alternatives: the what, the when, the why. Should your church consider adding alternatives to your endowment's investment portfolio? Or do alternatives fall outside your policy guidelines? This article offers an overview of alternative investments including hedge funds, real estate and private equity. |
Annual Reports |
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2009 Annual Report Year-end review, performance and audited financial statements |
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2008 Annual Report Year-end review, performance and audited financial statements (1.0MB) |
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Schedule of Investments (as of 12/31/2009) A 13-page document listing the holdings of United Church Funds as of December 31, 2009. This listed is compiled annually and published with the audited financial statements that are included in the Annual Report. |
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2007 Annual Report Year-end review, performance and audited financial statements (1.6MB) |