Application
Investing in the Fund is easy. Complete the Subscription Agreement and forward it to one of the contact names below.
The Subscription Agreement contains a “reversion clause” providing that if a congregation ceases to function while it still holds an investment in the Fund, the congregation’s remaining assets held in the Fund (after the payment of debts) will become the property of the UUA, its successor or, with the UUA’s permission, another UU organization. Closing congregations that wish to determine independently the disposition of their remaining assets can do so by withdrawing their investments in the Fund.
Questions
The UUA welcomes your questions and comments and looks forward to providing the information you need to determine the best possible approach to your organization’s investments.
Please contact:
Andrew McGeorge, Treasurer & Chief Financial Officer amcgeorge@uua.org
(617) 948-4305
Susan Helbert, Assistant to the Treasurer
shelbert@uua.org
(617) 948-4306
Unitarian Universalist Association of Congregations
24 Farnsworth St. Boston, MA 02210
(617) 742-2100