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After years without a building, UUCA has held the grand opening of its new campus in Atlanta, Georgia.By Staff Writer | September 28, 2022 | From UU WorldTagged as: Abundance, Beginnings, Investments for Congregations, Stewardship for CongregationsPage/Article -
After a multi-year engagement with Climate Action 100+ investors, Devon Energy announced a commitment to achieve net zero emissions from operations and purchased energy by 2050 with an interim goal of a 50% reduction by 2030. Such emissions are often referred to as scopes 1 and 2....June 30, 2021 | From Socially Responsible Investing NewsTagged as: 7th Principle (Interconnected Web), Investments for Congregations, Socially Responsible InvestingPage/Article
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Endowments need special handling to ensure transparency, accountability and impact.Leader Resource | July 29, 2019 | From LeaderLabTagged as: Finance for Congregations, Investments for CongregationsPage/Article -
General Assembly 2009 Event 4035 Presenters: Joseph F. Keefe, President and Chief Executive Officer of the Pax World Management Corporation; Art Stevens of the Calvert Foundation, and Tim Brennan, Treasurer and Chief Financial Officer of the Unitarian Universalist Association (UUA). Joseph F....Utility | October 2, 2014 | From GA PresentationsTagged as: Finance for Congregations, General Assembly, Investments for CongregationsPage/Article
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General Endowment Resources Sample documents for any congregation establishing an endowment fund, and other useful resources....Utility | July 24, 2014Tagged as: Investments for CongregationsPage/Article -
Proxy voting is a component of our democratic process that is an important force for moderating the excesses of capitalism....June 6, 2014Tagged as: Corporate Responsibility, Finance for Congregations, Investments for Congregations, Socially Responsible InvestingPage/Article
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Socially Responsible Investing (SRI) is ensuring that our investments are aligned with our values. The UUA has been strongly committed to SRI for over forty years. Our commitment springs from our faith, and from our deep conviction in the dignity of all human beings.Utility | May 23, 2014Tagged as: Corporate Responsibility, Finance for Congregations, Investments for Congregations, Socially Responsible InvestingPage/Article -
Policy, Definitions & Eligibility Criteria Download Match Form and Instructions (Word) (PDF) UUA Policy on Community Investments In January 2003 the Unitarian Universalist Association (UUA) Board of Trustees passed a policy formally requiring that a portion of UUA funds be invested in Community...Utility | October 22, 2013Tagged as: Corporate Responsibility, Finance for Congregations, Investments for Congregations, Socially Responsible InvestingPage/Article
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Neighborhood Church—Pasadena, CA ...Utility | June 17, 2011Tagged as: Corporate Responsibility, Finance for Congregations, Investments for Congregations, Socially Responsible InvestingPage/Article
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Most companies, like people, have a mix of strengths and opportunities for improvement. Companies’ mixed records can make it challenging for investors (and their managers) to determine whether they meet their social values, as well as their financial objectives. A growing number of benchmarks,...Utility | June 17, 2011Tagged as: Corporate Responsibility, Finance for Congregations, Investments for Congregations, Socially Responsible InvestingPage/Article
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Sample Endowment Documents The following sample documents can be useful to any congregation in the process of establishing an endowment fund. Enabling Resolutions for an Endowment Fund (PDF) Sample Endowment Document (PDF) Sample Endowment Investment and Distribution Policy (PDF) Establishing and...Utility | June 17, 2011Tagged as: Finance for Congregations, Investments for CongregationsPage/Article
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Every congregation would like to have a substantial endowment fund. But many never get there. We hate to ask for the money. We’re afraid we won’t know how to manage it well. Or that there might be disagreements about how to use it. There are good reasons to overcome those obstacles, says Marcy...By Donald E. Skinner | June 15, 2005 | From InterConnectionsTagged as: Awards, Scholarships, & Grants, Benefits & Compensation for Congregations, Finance for Congregations, Fundraising for Congregations, Governance for Congregations, Investments for Congregations, Socially Responsible InvestingPage/Article
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Pennies and nickles from church school children, combined with larger donations from adult members, helped the endowment fund at Cedar Lane Unitarian Universalist (UU) Church in Bethesda, MD (917 members), grow past a million dollars last year.November is Endowment Month at Cedar Lane, and that's...By Donald E. Skinner | June 1, 1999 | From InterConnectionsTagged as: Finance for Congregations, Fundraising for Congregations, Governance for Congregations, Investments for Congregations, Leadership Development, Planned Giving for CongregationsPage/Article
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At the Unitarian Universalist (UU) Congregation of Fairfax in Oakton, VA (664 members), the joke about the annual service auction is that if it weren't for the auction none of the members would have a social life. ...By Donald E. Skinner | July 1, 1998 | From InterConnectionsTagged as: Finance for Congregations, Fundraising for Congregations, Investments for Congregations, Leadership DevelopmentPage/Article