Convening private philanthropy for the common good is at the heart of community foundation work. When individual charitable funds are pooled, their combined capacity to achieve the best impact substantially increases.

Likewise, each fund’s potential for growth is maximized when the community foundation prudently invests the entire collection as one corpus, thereby capitalizing on investment opportunities and economies of scale that are unavailable to each fund individually.

It is in this spirit that in 2008 our foundation established an investment alliance with The Community Foundation for Greater New Haven. Together, the assets/investment portfolio represented by the two foundations is approximately $250 million.

Furthermore, the investment alliance provides many benefits to our community foundation while preserving the autonomy of our organization. Our governance structure, local grant-making protocol and operational model remain unchanged.

And because we maintain authority over our 250-plus funds, we will continue to afford our fund-holders the same flexibility, personalized service and unparalleled support to which they are accustomed.

Foundation Investment Performance

Investment Policy 2011

Asset Allocation

Spending Policy

Asset Class Definitions

Investment Committee