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.
- Investment Policy Statement - This Investment Policy Statement was adopted by The Community Foundation of Greater Greensboro to establish a clear understanding of The Community Foundation’s investment philosophy and objectives. The purpose of the Community Foundation is to accumulate a pool of assets sufficient to build capital for future use with the corresponding obligation to support current and future community needs.
- Administrative Fee Schedule - Fund fees vary from .5% to 2%, depending on the type of fund a donor establishes and the size of the gift involved. Please refer to the administrative fee schedule for more details.