Investing on Your Behalf
Charitable dollars are precious and powerful. Community Foundation Trustees manage them carefully, because assets earned and generously given away are a solemn trust.
Our Investment Philosophy:
Forever
We have a constantly forward-rolling investment horizon that looks 40 years into the future.
Balanced
We are committed to an asset allocation that matches our long-term goals and manages risk with a diversified investment pool.
Disciplined
Today’s market events do not change our outlook; our Investment Committee plans for the long term.
For more information or support, please contact:
Marcia Shackelford
Chief Philanthropy Officer
Email Marcia Shackelford
Michael Nuno
Vice President, Philanthropic Services
Email Michael Nuno