Financial & Investment Information

Investing the charitable dollars that you entrust to us is an important part of our work. We offer investment strategies that match your giving goals. We also aim to provide clear, transparent information about our financial position, investment management, performance and fees.

Investment Options

We realize that every donor's situation is unique. That's why we offer investment options designed for people who want to give immediately and for those who want to grow their fund over the long-term. Our investment committee has designed four investment pools to suit a variety of donor goals--or you may choose to retain your current investment manager. Some limitations apply. 

View our Investment Options  

Commonly Asked Questions About Investment Options

Spending Policy for Endowed Funds

Endowed funds are subject to the Foundation’s spending policy established by the board of governors with the goal of maintaining the endowment's purpose in perpetuity. The spending policy provides for a maximum amount available for granting each year and is calculated as 4% of the average trailing twenty quarters of the fund's market value.

Investment Oversight

Our Investment Committee is comprised of seasoned investment and business professionals drawn from our board of governors and the larger business community. With the aid of our investment counsel, DiMeo Schneider & Associates, the Committee formulates overall investment policy, determines strategic asset allocation and choice of asset classes, hires money managers, monitors and evaluates investment performance and makes changes in policy and portfolio distribution. Money managers regularly make presentations to the Investment Committee on portfolio performance and strategy implementation. 

2019 mid-year investment webinar

Download 2019 Q3 Investment Documents

Download Recent Tax Documents

2018 Audited Financial Statements

2018 Form 990

2018 Form 990-T