The long-term investment goal of The Community Foundation is to achieve an annualized return that is 5.5% more than the rate of inflation and is net of fees and expenses. The majority of our assets are invested in equity or equity-like securities, with fixed income securities used to lower the short-term volatility and provide income stability during market downturns. Fund fees vary from .5% to 2%, depending on the type of fund a donor establishes and the size of the gift involved.
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How We Invest Your Client’s Gifts
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Officials break ground for IRC constructionmore ...
Run planned to benefit Backpack Programmore ...
Future Fund seeks applications for 2010 grantsmore ...
Summertime Kids Fund supports programs, summer opportunities for childrenmore ...
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