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Investment Management

The Community Foundation's investment objective is to earn a return that allows donors to make a significant number and significant size of grants while maintaining the endowment's future giving power.


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 experienced investment committee, Mercer and staff. 


Detailed descriptions of our Investment Portfolio Options and Investment Policy are available. You can also view our Investment Portfolio Returns.  Investment fees are dependent on the investment portfolio selected and range from .13% to 1.12%.   


The Community Foundation provides professional fund management and investment expertise but you may also choose to work with your preferred investment manager.


For more information

Karla Jones-Weber, CPA

Chief Financial & Administrative Officer


Phone (515) 883-2701