Investment Performance
 
Strong record of sound financial
 stewardship, trust, and transparency.
 

Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our volunteer Board of Directors represents a cross-section of our community. They work hard to maintain high donor confidence about proper management of charitable gifts. 

The Foundation provides information on investment allocation and performance of its pooled assets. Flexible investment options are offered, including customized asset allocation. Donors can choose to have their charitable assets managed by the Foundation or by their financial advisor (or firm) via our Financial Advisor Program.
 

Investment Performance Reports

Click here to view the 1Q 2017 Investment Performance Report

Click here to view the 4Q 2016 Investment Performance Report

Click here to view the 2Q 2016 Investment Performance Report

Click here to view the 1Q 2016 Investment Performance Report

Click here to view the 4Q 2015 Investment Performance Report.

Click here to view the 4Q 2014 Investment Performance Report.


   

 

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