Please contact us for more information about our investment management.
Chief Financial Officer
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.
Quarterly Investment Updates:
Tim O’Donnell, our investment consultant with Fund Evaluation Group, provides quarterly updates on the Community Foundation’s investment portfolio and returns.
The latest update can be found here: Quarterly Investment Update March 2021
For more information about our investment management, please review our Investment Frequently Asked Questions or contact Jean Brenneman, Chief Financial Officer, at 319.774.2368 or email@example.com.