The Endowment Trust Fund invests money donated to it by members and friends of Calgary Unitarians.
The Fund’s investments are managed by Scotia McLeod as part of the larger Endowment Fund of the Canadian Unitarian Council (CUC).
By pooling our funds with those of the CUC, we obtain access to excellent professional financial management, socially responsible investing, and investment diversity. The CUC’s Fund is reviewed by the CUC Finance and Investment Committee to ensure it meets diversity and risk level requirements.
Each year, 5% of the average monthly fund balance is transferred to Calgary Unitarians’ operating budget, providing continued stable income for programs and activities.