Nonprofit organizations wishing to establish a fund at the Foundation can benefit from professional investment management. The goal of an agency fund is to provide long-term support by distributing the fund’s earnings back to your organization. The oversight we provide allows nonprofits to spend less time on investment management and place greater focus on what’s truly important—fulfilling your organization’s mission. Download our Agency Fund Guide to learn more.
Your Fund Statement
You may view a mocked-up fund statement here to help you better understand how they work, and what certain sections mean.
Fund statements go out approximately 45 days after the close of the quarter.
Our schedule is as follows:
- Mid- February
- Mid – May
We are not able to offer electronic statements at this time. We are hoping to soon provide this option and will be sure to let you know as soon as it is available.