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.
Click here and scroll down to Investment Performance Reports, to view the Foundation's current investment performance.