Investment Management

Contact Us

Please contact us for more information about our investment management.

 

Jean Brenneman
CFO
319.366.2862
jean.brenneman@gcrcf.org


The Community Foundation serves as the steward of endowment funds that are to serve the community forever. Our Investment Philosophy is to manage these funds with a long-term time horizon to preserve and enhance the value of the initial endowment gift while allowing for an annual distribution to serve current needs.

The investment objective of the Greater Cedar Rapids Community Foundation is to earn a return that allows donors to make a significant number and significant size of grants while maintaining the endowment’s future giving power. Further information about this objective can be reviewed in our Investment Policy Statement.

The Community Foundation offers Investment Pool Options designed to meet a range of philanthropic goals and time horizons. Each of our investment pools are carefully constructed and diversified across global investment opportunities to attempt to generate optimal returns while mitigating volatility.

Our size provides access to world-class investment managers and alternative investment strategies only available to large institutional investors. Investments are monitored by the Community Foundation’s experienced investment committee; our investment consulting firm, Fund Evaluation Group; the Agency Investment Advisory Council; and staff.

 

Investment Pool Summaries

Tim O’Donnell, our investment consultant with Fund Evaluation Group, provides quarterly summaries of the Community Foundation’s investment portfolio.

The latest investment pool summaries can be found here:

Endowment Pool Summary

ESG Pool Summary 

Moderate Pool Summary

Conservative Pool Summary

 

For more information about our investment management, please review our Investment Frequently Asked Questions or contact Jean Brenneman, CFO, at 319.774.2368 or jean.brenneman@gcrcf.org.