Hawai'i Conference Foundation
United Church Funds
Investing Church Money: Custodial Accounts
The Hawai’i Conference Foundation can assist churches with their long term investment needs. Hawai’i Conference United Church of Christ Churches, Associations and Affiliated Organizations are eligible to use the investment services of the Hawai’i Conference Foundation. By opening a Custodial Account your church funds may be invested along with the endowments of the Hawai’i Conference.
Custodial Account Frequently Asked Questions
Custodial Account Agreement
The Hawai’i Conference Foundation measures its investment performance against established market indices. Investment results are reviewed on a quarterly basis.
Established in 1909, United Church Funds (UCF) offers a family of nine professionally managed, well-diversified and socially responsible investment funds to over 1,000 churches, conferences, associations and other ministries of the United Church of Christ. At present, UCF manages over half a billion dollars in assets — from small church reserve accounts to some of the denomination’s historic endowments. (information is from UCF website)
Investors in UCF’s funds benefit from a range of advantages, including:
Nine funds offering broad diversification to minimize risk
Lower fees for active management by top managers using a range of styles
A socially responsible portfolio and active shareholder engagement
Continuous evaluation of manager performance to strengthen returns
A not-for-profit structure that reduces costs
Investing with United Church Funds, churches and other UCC ministries enjoy the best practices of modern portfolio management while remaining faithful to the values of the United Church of Christ. We seek solid investment performance with a purpose: to make more money available for your ministry.
(Above information is from the UCF website)
Individuals, churches, or organizations affiliated with the United Church of Christ may invest with the Cornerstone Fund (CF).
Investments with the Cornerstone Fund pay competitive rates of return, and in turn, the collected funds are used to provide real estate-secured loans to local churches for capital improvements and expansion.
Whether you’re looking for an investment for personal or organizational funds — or helping your church develop its improvement plans — consider the Cornerstone Fund.