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Investments

 The overall investment objectives of the foundation are to optimize the growth of the fund assets consistent with minimizing exposure to risks of permanent capital losses and attainment of the Foundation’s desired level of grantmaking.

  • The achievement of investment objectives will be viewed in a long-term context, recognizing that rates of return may be volatile on a year-by-year basis and that achievement of the investment objectives will not progress uniformly over time.
     
  • In making and implementing investment decisions, the Foundation will diversify its investments unless, under the circumstances, it is prudent not to do so.  It is the normal investment policy of the Community Foundation to sell contributed assets and then invest new endowment cash and charitable remainder trust assets in a diversified portfolio that includes equities, bonds, and cash.