First Unitarian Church is a religious association incorporated in the State of Delaware. In the course of its activities, the Church receives gifts, trusts, and endowments that require investment management. These funds, managed on behalf of the church, are an important source of income and future capital for the church. Successful management of these funds is vital to the current and future success of the Church.
The Investment Committee meets regularly to manage our church investments. When changes need to be made, the Committee works with the Business Manager and the Executive Team to execute the changes. You can view our Investment Policy Statement for the Heritage Endowment Fund, here. The Policy Statement for the Capital Campaign Building Fund is available, here.
Members of the Investment Committee for 2018/2019 are:
- Bill Hardham (Chair)
- Steve Cohen-Treasurer
- Marty Peres
Investment Committee Reports to the Board are available, here.