Investing

Investment Committee

GiveWell Communitiy Foundation’s Investment Committee provides oversight, guidance and direction regarding the investment of the Community Foundation’s assets.

Names of investment managers, investment committee members, and investment management fees are available upon request.

View Our Investment Policy

Investment Options

Funds with less than $25,000 in assets may choose one pool to fully invest in. Funds with more than $25,000 in assets may participate in one or both pools.

Long-Term Pool

  • Equities (Stocks) 70% 70%
  • Fixed Income (Bonds) 30% 30%

Conservative Pool

  • Equities (Stocks) 30% 30%
  • Fixed Income (Bonds) 70% 70%

Investment Performance

Our investment strategy and diversified portfolio is designed to achieve our investment return objectives while moderating risk to enable donors to maximize their philanthropic impact.

View Latest Investment Performance Report

Ready to get started?

Contact us to learn how we can help you meet your unique philanthropic objectives.

Terry Simmers

Terry Simmers

President/CEO
863-683-3131
tsimmers@givecf.org

Lori Martini

Lori Martini

Chief Philanthropic Officer
863-683-3131
lmartini@givecf.org