Investment Policy

Investment policy is set by the Foundation's Board of Trustees based upon recommendations from the Foundation's Investment Committee.  The Investment Committee meets quarterly to monitor investment performance, and donors receive quarterly fund statements showing investment performance, gifts received, and grants awarded. 

In spring 2006 the Board of Trustees adopted a new investment program that meets the following goals: 

• Maximize efficiencies by consolidating the Foundation’s $35 million asset base
• Reduce investment costs 
• Utilize a strategic approach that emphasizes preservation of capital in down markets while still participating in up markets

Community Foundation donors and agency partners may now advise the Foundation regarding their investment preferences by selecting the Conservative Pool, the Balanced Pool, or the Growth Pool.  Click here to download Investment Fact Sheets, audited financials, the fee schedule, or the most recent Form 990. If you have any questions, please contact the Foundation.

Investment Committee Members
Denise Bretting
Morrison Heth
Rick Johnson
Bill Locklear
Mark Soukup,  Chair
Wynne Odell