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Investing for Congregations

How Your Congregation Can Join with the UUA to Become a Powerful Voice for SRI
UUA Fundraising Resources for Congregations includes information for congregations which have an endowment fund and want help managing it.
The UUA's Financial Services Department can invest and manage your fund on behalf of your congregation. A form for an agreement between a congregation and the UUA for the investment of a congregation's funds in the UUA's General Investment Fund is available here.

Getting Started in SRI
SRI Basics
SRI FAQ
Where is your congregation on the SRI Spectrum? PDF File, Adobe Acrobat Required
Community Investing
Join the UUA General Investment Fund (GIF)
Basic SRI Power Point Presentation
How do SRI funds perform?

Congregations and the GIF - FAQ (Frequently Asked Questions)

UU Organizations Retirement Plan


SRI Workshops for Congregations and UU Organizations
Community minister Rev. Dorothy Emerson and Donna Clifford, UUs and co-founders of Rainbow Solutions, Inc., offer SRI workshops to congregations and UU organizations. The timing is flexible and the content can be shaped to fit your goals. Find out more here!

New: SRI Email List
We are creating a UUA list-serve on Socially Responsible Investing that will be a broadcast only list (not a chat line) that will send occasional brief announcements about website updates, conferences, workshops, UUA shareholder activism, and UUA community development loan fund activity. Members will be permitted to forward items to the manager for posting. Let us know if you would like to subscribe.

Old But Still Useful: An SRI Process Guide for Congregations
This early 1990's SRI Process Guide for Congregations is old but still useful, containing many helpful suggestions, dos, and don'ts about starting an SRI program i your congregation. Find the guide here!

Recent Issue of UU World Discusses SRI in Congregations
"The UU Church of Berkeley, Kensington, California, has gone so far as to change its bylaws, mandating socially responsible investing. Now it has more than $1 million invested in socially responsible companies." Read more...

Become an SRI Advocate!
Does your congregation want to be more involved in SRI? Do you want to stay "in the loop" and keep informed of the UUA's SRI activities? Email Susan Leslie, SRI Committee Chair, for more information.


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