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Resources for Investors in the UUCEF

  • Endowment Payout Methods (PDF, 21 pages)
    Financial Advisor Dan Brody's presentation at the January Board of Trustees meeting analyzes different ways of calculating endowment payouts. He looks at the 13 quarter rolling average, used by the Unitarian Universalist Common Endowment Fund (UCEF), as well as the Yale formula and the straight percentage.
     
  • "Now What?" (PDF, 6 pages) Unitarian Universalist Association's (UUA's) Investment Committee Chair, Jim Sherblom, gives a sermon on the current economic crisis.
     
  • UUA Treasurer and VP of Finance, Tim Brennan, gives a presentation to the Pacific Central District on Building and Managing Endowments (PDF, 21 pages)

For more information contact treasurer @ uua.org.

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Last updated on Thursday, February 7, 2013.

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