Begin the Investment Journey
Are you interested in investing? We can help.
With all of the unique challenges facing church organizations today, making long-term investments may not seem like a reliable strategy. However, with guidance from the United Church of Canada Foundation, you can make the decision to create a stable, long-term portfolio a lot less daunting.
Whether you are looking to leverage a recent gift to your organization towards future stability, or wanting to preserve the ability to conduct your mission work, investment might be the right opportunity for you. We are here to help you prioritize your goals, form meaningful objectives, and connect you with trusted partners with an understanding of issues relating to United Church groups.
Connect with the Foundation
The Foundation is here to help you begin your investment journey, whether it is connecting you with one of our investing partners, or advising you through your own investment partners. Use this form to send an email to our Foundation staff, or call the Foundation office at 1-866-340-8223.
Develop an Investment Policy Statement
What is your organization trying to accomplish? How will you measure performance? How much of your portfolio should be stocks, bonds, and other securities? These and others are all questions that should be answered by developing an Investment Policy Statement (IPS).
Connecting with partners
Take advantage of the Foundation’s established relationships with financial planning professionals. Get in touch with us today for more information, or learn more information about our investment partners here: