This policy defines the investment objectives, standards, and oversight practices that guide the responsible management of United Way of Greater Moncton and Southeastern New Brunswick’s funds.
The mission for the United Way serving United Way of Greater Moncton and Southeastern New Brunswick is to support and strengthen the organized capacity of our community to care for one another. To this end we continually raise funds, striving for annual growth to meet vital community needs. To ensure the long term sustainable growth of our United Way we are required to invest the funds raised by our community in a way that is safe and secure for the individual donors while also maximizing the return on investment.
Objective: Maximize investment return within client-imposed conditions.
The manager of United Way of Moncton’s portfolio is expected to prudently manage those funds within the imposed conditions; with the objective of interest income maximization.
The Finance Committee will review semi-annual investment performance reports. The net change in the portfolio will be reflected in the United Way’s audited financial statements circulated to the Board of Directors This investment policy shall be reviewed periodically by the Finance committee, and any amendments shall be presented to the Board of Directors for approval.
Investment Policy
Policy Approved: January 16, 2025
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22 Church Street, T210
Moncton, NB
E1C 0P7
office@moncton.unitedway.ca
(506) 858-8600
Charitable Number: 11927 8455 RR0001
We acknowledge that the land on which United Way of Greater Moncton and Southeastern New Brunswick is located is the traditional unceded territory of the Wolastoqiyik and Mi’kmaq Peoples. May we learn to live with respect on this land and live in peace and friendship with its people. We are committed to protecting your privacy and maintaining the confidentiality of your personal information. United Way of Greater Moncton and Southeastern New Brunswick has in place measures to respect the confidentiality of personal information and protects personal information by safeguards that are appropriate to the sensitivity of the information. For our full policy, click here.
