How We Invest Your Client’s Gifts

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.