Investment and Gift Policies

We manage and invest the charitable dollars you entrust to us, keeping you up to date with clear, transparent financial information. 

Investment Policy

Our investment strategies help your giving go further in our community. 

Our Investment Options

We have a number of investment options, and funds can be easily moved from one option to another as your philanthropic goals evolve. 

Separately Managed Accounts

We can work with your investment manager to grow your funds in separately managed accounts for large or complex transactions.

We aim to maximize our current and future capacity for grantmaking, while maintaining the purchasing power of the Community Foundation's charitable assets over time. Our primary investment objective is to invest endowment funds with a focus on diversification to help control risk, achieve long-term growth, offset inflationary impact, and allow for distributions and fees. The Community Foundation's Investment Committee, a group of experienced finance professionals, guides our investments in compliance with our Investment Policy. 

Download our 2016 Investment Policy

Gift Policy

Our Gift Policy outlines the size and kinds of gifts we accept to establish a fund, as well as the services provided to donors and the policies governing a fund's use.

Download our 2016 Gift Policy

Fees

We assess administrative and investment management fees, which support the Community Foundation as a steward of charitable resources and a provider of wide-ranging community services. 

Download our 2016 Fee Schedule

Other Policies

Download our Privacy Policy

To learn more give us a call at 801-559-3005.