Consolidated Trust Funds


New Hampshire Conference UCC

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if you are from
New Hampshire

A History of Service

Since 1956, the Connecticut Conference has been offering a convenient and cost-effective way for member churches and other eligible organizations connected with the United Church of Christ to invest their endowment and other capital resources in professionally managed portfolios.

Today there are two funds, the Total Return Fund (click here to learn more) and the Eden Fund. The Eden Fund incorporates a Carbon Reserve Free (CRF) investment strategy (click here to learn more about the Eden Fund.)

View the most recent Annual Report to Participants

Investment Policy

 

Performance

As of 12/31/16

Performance, net of fees 3 Months YTD       1 Year 3 Years 5 Years 10 years
Total Return Fund Performance - 0.55 % 5.86% 5.86% 2.78% 7.08% 4.68%
Total Return Fund Benchmark 0.78% 9.40% 9.40% 4.18% 7.85% 4.93%
Eden Fund Performance 1.14% 8.75%        
Eden Fund Custom Benchmark 0.36% 8.55%        

 

View the most recent Quarterly Performance - Total Return Fund

View the most recent Quarterly Performance - Eden Fund

Transaction Forms

We try to keep things simple by using a single transaction form for all transactions.  If your transaction doesn’t “fit” feel free to adjust the form or add notes.  If we are uncertain about your instructions, we will contact you or feel free to contact us. 

CTF (CTUCC) Transaction Form: [PDF]  [Microsoft Word]

CIF (NHCUCC) Transaction Form: [PDF] [Microsoft Word]

About Us

The Consolidated Trust Funds really are trust funds.  The Missionary Society of Connecticut, the business arm of the Connecticut Conference, is the Trustee.  To view the Amended Agreement and Declaration of Trust, click here.

Cultivating Healthy Endowments, an endowment management workshop

Workshop Main Topics:

  • Common pitfalls.
  • Gift classification.
  • 7 steps to a healthy endowment.
  • UPMIFA (the law governing endowment management.)
  • Investment Comm best practices
  • UCC investment options

This workshop is led by Charlie Kuchenbrod, Executive Associate Conference Minister.  For more information or to schedule a workshop email Charlie at charliek@ctucc.org or call 860.761-7111.