Community First Foundation promotes acts of giving by providing donors with strategies and tools to achieve their charitable goals. We are committed to investing gifts wisely and responsibly distributing those resources back into the Colorado community. As of December 2015, our assets totaled $336.7 million.
The funds held at Community First Foundation are overseen by the Finance and Investment Committee of our Board of Directors. This committee is composed of business and finance professionals with financial expertise.
We work with Graystone Consulting for investment consulting services. Please contact us at 720.898.5900 for our fee schedule, audited financials or additional information.
Presentation Packet (PDF)
Each winter we invite individuals and nonprofits that entrust us with charitable funds to review the previous year’s fund investment performance and provide a forecast of the coming financial markets.
On March 1, 2018, in addition to a look back at 2017 and a forecast of the 2018 markets, we shared the benefits of our move from an independent consulting model to an Outsourced Chief Investment Officer model (OCIO). Then we introduced the new investment advisor we selected to offer these services, Graystone Consulting. Graystone, an independent business unit of Morgan Stanley, is one of the industry’s premier investment consulting businesses. If you were unable to attend, you may review the presentation and listen to a recording.
These documents reflect the investment policies, objectives, and constraints of Community First Foundation Pooled Assets.
Long Term Portfolio Investment Policy Statement >
Learn more about us by reading an overview of our recent accomplishments, funding activity and detailed financials.
The Form 990 is a tax return we file annually with the IRS as a federally tax-exempt organization. It provides information on our mission, programs, and finances. Form 990T is for tax-exempt organizations to report unrelated business income.