Investing
Investment Committee
GiveWell Community 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
GWCF fund advisors have options for how their charitable funds are invested. Funds with a minimum balance of $20,000 may select multiple pools.
Long-Term Pool
- Equities (Stocks) 70%
- Fixed Income (Bonds) 30%
Balanced Pool
- Equities (Stocks) 50%
- Fixed Income (Bonds) 50%
Conservative Pool
- Equities (Stocks) 30%
- Fixed Income (Bonds) 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.
Callie Neslund
President/CEO
863-683-3131
cneslund@givecf.org
Lori Martini
Vice President/CPO
863-683-3131
lmartini@givecf.org