We manage endowment funds ranging in size from $25,000 to millions of dollars for more than 100 nonprofits.
When you become a Nonprofit Endowment Partner by establishing an endowment fund with us, we provide the following services.
This program is designed to stimulate endowment-building and encourage our Nonprofit Endowment Partners to invest for the future needs of their organizations.
Endowment Funds at Community First Foundation are guided by an investment strategy that encourages steady asset growth. An independent consulting firm, our Finance and Investment Committee and Board of Directors oversee all of the details of policy-setting and management. Our fund management services include accounting, record keeping and grant distributions — relieving your board and staff of these responsibilities. Quarterly financial performance reports provide beginning and ending balances, contributions, investment returns and distributions. Our online service offers 24/7 access to fund information.
Our endowment funds are pooled for investment purposes. This creates economies of scale that provide the benefits of a diverse investment portfolio and low investment fees that typically come only with very large funds.
Each year we host an Annual Investment Meeting for our partners, during which we review our investment management structure, discuss the prior year’s performance and provide an outlook for the year ahead.
We help increase your exposure to potential donors and the general public through listings in Community First Foundation publications, press releases, webpages, our online service and participation in Foundation events