Who Manages the Fund?
The MVUUF Endowment fund is managed by three Trustees who are elected by the congregation. The Trustees, who must be current MVUUF members, invest and disburse the assets in accordance with the Endowment Fund Agreement approved by this congregation.
Gifts to the Fund are invested in a way to produce both a reasonable current return and future growth, while also conserving principal. In making investments, the Trustees always keep in mind the ethical principles of MVUUF and the Unitarian Universalist Association. Currently, the Fund’s assets are fully invested in the UU Common Endowment Fund which manages the overall UUA endowment and those of some UU congregations. The Trustees encourage all MVUUF members to consider a Fund donation as part of their estate planning.