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What is Investment Policy and the rate of return on the investments held by the Community Foundation?

April 26, 2017foundation held Investment investments policy rate of return

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What is Investment Policy and the rate of return on the investments held by the Community Foundation?

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The Community Foundation has an Investment Committee that makes recommendations to the Board regarding investment policy and strategy, including asset allocation and performance objectives. Donations are retained, pooled with other funds for investment purposes and protected from inflationary erosion. The following table provides the rates for each year since the Community Foundation started in 1987.