Investments

Investing to Maximize Your Charitable Impact

The Community Foundation offers investment pools that combine a number of charitable funds into a single portfolio of investments. By combining the funds into one portfolio, it allows participating funds broad diversification and access to managers that would traditionally be unavailable or cost-prohibitive due to the size of the individual fund.

The Board of Directors' Investment Committee, with the assistance of a professional investment advisor, monitors each fund's performance on a quarterly basis and oversees the Investment Policy.

Investment Options for Endowment Funds

Investment Performance

The Community Foundation manages endowed assets entrusted to us by donors in a manner that is designed to provide for the long-term growth of the funds, keep pace with inflation, and provide a predictable amount for charitable distributions each year—thus building a sustainable, permanent and growing philanthropic resource for our community.

Investment results are updated quarterly.

Balanced Fund

Aggressive Fund

Investment Philosophy

The Investment Committee applies a long-term approach to investing, including maintaining sound investment practices and diversified investment portfolios. In addition to evaluating asset allocation policies, our Board of Directors continues to evaluate our distribution policy for grants from endowments. Investments are broadly diversified across asset classes and investment styles in order to enhance investment results in various market environments. Certain asset classes are divided between more than one investment manager in proportions determined by the Investment Committee.

Investment Advisor

Our Investment Committee meets quarterly with our independent investment advisor, Fourth Street Performance Partners, to evaluate investment managers and their performance. They also review potential investment vehicles that would further the diversification of investments and protect the long-term purchasing power of our endowment funds.