Investment Information
CommunityGiving 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 CommunityGiving and our partner foundations for investment purposes. CommunityGiving currently offers a strategic (balanced) pool, a moderately conservative pool, a socially responsible pool and a money market investment option--and donors have the option of recommending an investment manager through the Investment Partners Program.
Fundholders have online access to fund activity for the selected period through the donor portal. Click on Access Your Fund in the upper right corner on this website to be taken to the donor portal. Investment results are posted on a monthly basis by the following month end.
Statements
Most Recent Quarterly Investment Returns
Strategic Pool Quarterly Statement
Moderate Conservative Pool Quarterly Statement
Socially Responsible Investment Pool
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 CommunityGiving or one of our partner foundations may recommend that CommunityGiving involve their partnering advisor in the management of the fund's assets.
For more information about the Investment Partners Program, please contact us at (320) 253-4380.