Management and Investment of Your Fund

For Donors

Our goal is to increase dollars available for grantmaking while ensuring that your fund’s balance grows over time.

 

The Community Foundation investment program benefits from the expertise of a volunteer Investment Committee chaired by Lee Korins, retired Executive Professor of the Monfort College of Business at the University of Northern Colorado and former head of the Philadelphia and Pacific Stock Exchanges. All committee members are informed about our investment strategy, market trends, current issues and meet regularly to review our portfolio.  They evaluate the performance of our fund manager, Denver Investments, relative to benchmarks and report investment performance to the Foundation’s Board.  You can be assured that the management and investment of your fund(s) is in very capable hands.

 

Service and Investment/Custodial Fees
The Community Foundation’s Board is committed to complete transparency. We disclose all fees associated with the investment and management of your fund.