Community Giving

Investment Information

The Foundation invests the assets of funds so that the earnings and appreciation can be used for future grants. The assets of each fund will be combined with other funds of the Foundation for investment purposes. The Foundation currently offers a strategic (balanced) pool, a conservative pool and a money market investment option--and donors have the option of recommending an investment manager through the Foundation's Investment Partners program.

Fund holders receive an annual statement of the fund's activity each July after the end of our fiscal year. Quarterly statements are available online via DonorCentral by the end of the month following the end of each quarter (January 31, April 30, July 31 and October 31).

View the Latest Quarterly Returns for each investment option.

Investment Partners

Financial advisors committed to the belief that charitable giving is an important dimension of client services can now partner with CommunityGiving through the Investment Partners Program.

The program helps advisors assist clients with their charitable giving goals by connecting their clients with CommunityGiving's charitable giving planning services and knowledge of community needs and local nonprofit organizations. Clients who establish a fund at the Foundation may recommend that CommunityGiving involve their partnering advisor in the management of the fund's assets.

Our Partners

AIS Planning
Jason Hallonquist
Cathy Juilfs

Ameriprise Financial
Richard L. Anderson, MBA, ChFC®
Mike Gagnon, CFP®, CFS
Mike Kloubec, CFP®, CRPC®
Kevin Max, ChFC®
Marcus R. Max

Bremer Trust, N.A.
Keith Finstad
Kurt Hunstiger
Jennifer Schwieters
Susan Voeltz

Cornerstone Advisors, LLC
Jim Benson, CRPC®
David M. Lauer, CPA

Edward Jones
Matt Boenish
Troy Molitor
Lynnea Pritchett
Marty D. Radi
Kenneth Schulte

Granite Financial, LLC
Laurie Humphrey, RICP®
Pat Hinds, CFP®

Proviant Group, Inc.
Barclay G. Carriar
Sandra S. Johnson

KDV Wealth Management
Adam D. Heathcote
Dave Hinnenkamp
Paul Radeke

Lake Region Financial Services

Chad Ballandby

Laraway Financial Advisors, Inc.

Steve Laraway
Fred J. Shermock, CFP®
Chris Wayne

Ledge Wealth Management
Kevin Kluesner

LifeSTAGE Wealth Management Group, LLC
Loren E. Liesemeyer

Mahowald Financial Partners
Tom St. Hilaire

New Era Financial/J.W. Cole
Shad Ketcher

Raymond James Financial Services, Inc.
Eric Weiberg, CFP®

RBC Wealth Management
Keith Laudenbach
Jay M. Loch
Brad Wheelock

Schannep Investment Advisors
Robert D. Wright, Jr.

Schluchter Investment Advisors
Wayne Schluchter
Jeffrey H. Voit, CWS®

UBS Financial Services
Darin Amundson
Jeffrey P. Baumgartner
Mike Karl
Rosemary Windschitl

US Bank Private Client Group
Peter Spaniol
Brian Fierst
Greg Nelson
Lori Rebischke
Theresa Hatanpa

Wealth Enhancement Group
Mark Parrish, CFP®

Wells Fargo Wealth Management Group
Dean Adelman
John Elliot
Jay Gravely, CIMC
Lori Lewandowski
Charles Murray, IV
Julie Nelson