One of the Community Foundation's most important responsibilities is our stewardship of charitable funds entrusted to our care. We have a broadly diversified investment portfolio that is structured to produce investment returns that exceed market averages while moderating risk, with the goal of enabling our donors to maximize their philanthropic giving.
We do not engage in market timing. Funds available for investment are invested promptly, and funds needed for distributions are liquidated promptly. Similarly, market fluctuations do not trigger changes in the investment mix targets for our five investment horizon categories.Investment Horizon Categories
To meet the philanthropic objectives of donor funds, we have five investment horizon categories to choose from: Ultra-Long Term, Long Term, Intermediate Term, Short Term and Socially Responsible. A fund’s risk appetite and the time horizon over which the fund will exist determine its investment horizon; the longer the investment horizon, the greater the expected return.
Few community foundations have the breadth of financial experience and savvy offered by the Community Foundation. Our Investment Committee members are some of the most successful and experienced entrepreneurs in the financial world.
These volunteers direct the Community Foundation’s investment philosophy, process and management, bringing a global perspective to the investment of community charitable assets.