Since 1954, people have come to The Foundation for many reasons, but chief among them is their confidence in our ability to carry out their charitable goals.

We are dedicated to building productive, long-term relationships that benefit the community while giving you the flexibility, professional service and personalized attention you deserve.

Investment Philosophy: Maximize Assets within Acceptable Risk Parameters

Our investment portfolio has a long and stable history. We seek to maximize return on assets within acceptable risk parameters, and to maintain the purchasing power of our endowments.

Our highly skilled Investment Committee, comprised of professionals who manage portfolios totaling billions of dollars, ensures that the portfolio’s total return performs favorably against its benchmarks.

Additionally, PriceWaterhouseCoopers, one of the largest accounting firms, annually audits The Foundation to ensure it is being managed in a manner that reflects the highest degree of integrity and is in accordance with proper accounting practices.