INITIATIVES
Sparking change to address key community issues.
We serve as a community catalyst and connector to help address our county’s most pressing issues. Our unique role as a community convener allows us opportunities to take leadership and drive change in key areas.
AREAS OF FOCUS
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Short-Term Liquid Growth PortfolioThis is our most conservative investment model portfolio and is most applicable for the investment of short-term assets when liquidity and security of principal are the primary goal and investment return is secondary. Short-Term Liquid Growth Portfolio Returns: 10-Year Average Rate of Return: 1.92% 10-Year Compounded Annual Growth Rate: 1.91% 2024 Rate of Return: 5.34% 2025 YTD Rate of Return: 0.93% 2025 March Rate of Return: 0.34%
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Conservative Growth PortfolioThis is a long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. This model portfolio provides the opportunity for long-term assets to be invested with a strong conservative bias yet provide potential growth that has historically been attributed to equity securities. Conservative Growth Portfolio Returns: 10-Year Average Rate of Return: 5.47% 10-Year Compounded Annual Growth Rate: 5.90% 2024 Rate of Return: 7.66% 2025 YTD Rate of Return: 0.69% 2025 March Rate of Return: (1.60%)
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Active Growth PortfolioThis is a long-term investment portfolio and consists of a mix of fixed-income investments and increased security allocation to equity investments and is most applicable for investment of assets that are seeking long-term growth to accomplish donors' charitable goals. Active Growth Portfolio Returns: 10-Year Average Rate of Return: 7.25% 10-Year Compounded Annual Growth Rate: 7.37% 2024 Rate of Return: 10.60% 2025 YTD Rate of Return: 0.08% 2025 March Rate of Return: (3.02%)
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Dynamic Growth PortfolioThis is a bolder “growth-oriented” long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. Dynamic Growth Portfolio Returns: 10-Year Average Rate of Return: 8.23% 10-Year Compounded Annual Growth Rate: 8.66% 2024 Rate of Return: 11.76% 2025 YTD Rate of Return: (0.21%) 2025 March Rate of Return: (3.42%)
YOUR INVESTMENT MAKES A DIFFERENCE
The trust so many have in the Community Foundation is evident in the generosity of community donors and the continual growth of our assets as we serve hundreds of charities and thousands of residents each year. These investments provide the opportunity for our community to thrive and grow today, and for many years in the future.
2024 Impact Statistics:
total assets
$90
million
community funds
309
total donations
$10
million
total granted
$21
million
$566
thousand
awarded in scholarships
177
nonprofit organizations funded
Click HERE to view our Annual Report.
