Investment Policy

Since the Community Foundation receives both long-term endowments and short term donations, we expect to operate in perpetuity. This dictates that wise stewardship of the entrusted assets is essential to the Foundation’s missions. In order to ensure accountability to donors, grantees and the larger community, our financial affairs and investment management practices are governed by policy that has been approved by the Board of Directors. Through professional portfolio management, the Foundation invests in a manner that provides safety and preserves the donated capital, while achieving the highest possible rates of return.