Investment Management

The Community Foundation's investment objective is to earn a return that allows donors to make meaningful grants while maintaining their charitable giving fund's future giving power.

Maximize Your Giving

The Community Foundation offers a variety of investment options designed to meet a range of philanthropic goals and time horizons. Each of our investment portfolios is carefully constructed and diversified across global investment opportunities to maximize return and minimize volatility. To better understand the benefits of diversification, click here.

Our size provides access to world-class investment managers and alternative investment strategies only available to large institutional investors. Investments are monitored by the Community Foundation's expert investment committee, our investment consulting firm, and experienced staff

Detailed descriptions of our Investment Portfolio Options and Investment Policy are available. You can also review our Investment Portfolio Returns. Investment fees are dependent on the investment portfolio selected. To view answers to other commonly asked investment questions, click here

Annually, our investment consultants provide an informational presentation on the prior year’s investment portfolios and returns. To read the current report, click here.

Team Approach

The Community Foundation provides professional investment and management expertise, but you may also choose to work with your preferred investment manager through our Charitable Investment Partners Program.