Community Foundation Fund vs. Investment Firm
Although an Investment firm does offer endowment funds to its clients, what they cannot offer is the knowledge and relationship the Foundation has with our community.
Not only will your assets by treated with the same expertise as an investment firm, you can feel re-assured that the grant decisions you make are based on our years of research and expertise.
The reasons to choose the Foundation over an investment firm:
- Our staff provides community expertise helping you make informed decisions. We can arrange site visits, show results of past grants and share our personal relationships with local nonprofits.
- We have a great knowledge of the needs in our community.
- You become part of the Foundation “family” allowing you to meet other members of our community with a philanthropic focus.
- Your fund is pooled with other endowment funds to maximize its investment potential.
