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% 70%
Fixed Income (Bonds) 30% 30%

Balanced Pool

Equities (Stocks) 50% 50%
Fixed Income (Bonds) 50% 50%

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.

Callie Neslund

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

Lori Martini

Vice President/CPO
863-683-3131
lmartini@givecf.org